Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Raza Pay with Salesforce and Gmail, you must access Pabbly Connect. Open a new tab and search for pabbl paby.com/connect. This is where you can create your automation workflows.

If you are new to Pabbly, click on the “Sign Up Free” option to get 100 free tasks every month. Existing users can simply sign in. Once logged in, navigate to the Pabbly Connect dashboard by clicking the “Access Now” button.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the “+ Create Workflow” button. You will have the option to create a workflow from scratch or using AI. For this tutorial, we will create it from scratch.

  • Select the workflow name: Clients think I have a team but it’s just one smart system.
  • Choose a folder for the workflow, e.g., Public Connect.
  • Click on the “Create” button to finalize the workflow.

Your workflow is now created successfully. The next step is to set up the trigger for the automation.

3. Setting Up the Trigger with Raza Pay

To automate the process when a payment is made, select Raza Pay as the trigger application in Pabbly Connect. Choose the event as “Payment Captured” and click on the “Connect” button.

Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect your Raza Pay account. Navigate to your Raza Pay dashboard, click on the “Developers” option, and then select “Webhooks”.

  • Click on “Add New Webhook”.
  • Paste the copied webhook URL and enter the secret key.
  • Select the event as “Payment Captured” and click “Create Webhook”.

Your webhook is now set up and waiting for a response. To test it, proceed to make a test payment through Raza Pay.

4. Sending Confirmation Emails Using Gmail

After successfully capturing the payment, the next step is to send an email confirmation using Gmail through Pabbly Connect. Select Gmail as the action application and choose “Send Email” as the event.

Click on the “Connect” button and choose to create a new connection. Sign in with your Google account to link it with Pabbly Connect. Once connected, set the sender name as “Nova Flow Solutions” and map the recipient’s email address from the previous application response.

  • Enter the email subject as “Payment Received”.
  • Write the email content, personalizing it with the user’s full name.
  • Select the email content type as HTML for better formatting.

After filling in the details, click the “Save and Send Test Request” button to send the email. You should receive an email confirmation automatically.

5. Creating a Contact in Salesforce CRM

Finally, to create a new contact in Salesforce CRM, select Salesforce as the next application in Pabbly Connect. Choose the event as “Create Contact” and click on the “Connect” button.

Once again, you will need to create a new connection. After allowing access to your Salesforce account, map the fields for first name, last name, email address, and contact number from the previous responses.

  • Map the first name from the text formatter.
  • Map the last name accordingly.
  • Click on “Save and Send Test Request” to create the contact.

After successfully creating the contact, ensure that you enable the toggle for your workflow to keep it active. This completes the integration process using Pabbly Connect.

Conclusion

This tutorial demonstrated how to integrate Raza Pay with Salesforce and Gmail using Pabbly Connect. By following these steps, you can automate your workflows and enhance business efficiency.