Are you in search of a way to create Freshsales contact from paid Razorpay order? If yes!! Then, this could be the end of your search. As here we are going to integrate Razorpay with Freshsales using Pabbly Connect.
Wouldn’t that be too helpful and time-saving for you? Well, of course, it will be a huge help. And to automate the task, you only need a connecting service that can enable you to migrate information then you are all set. In this blog, I’ll be using Pabbly Connect to do so, as it is the easiest way to automate all the tasks within just a few clicks.
But before begin the integration process, let’s know a bit about the software that we are about to integrate. As we all know, Razorpay is a payments solution in India that allows businesses to accept, process, and disburse payments with its product suite. On the other hand, Freshsales(Freshworks) is a customer relationship management tool that helps businesses to manage their interactions with existing and potential customers.
Hence, integrating these two services can help you import all the Razorpay orders to Freshsales as contact in real-time. Therefore, you don’t have to worry about doing redundant work & can ultimately save a lot of time and effort.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Here we are using Pabbly Connect as a bridge to automate your tasks. Pabbly Connect is one of the best integration and automation tools that can help you integrate unlimited premium applications, set unlimited triggers & actions, create infinite workflows, and so much more.
Moreover, you can access all the features even in its free plan. To get started with this amazing service, you just have to go to the App Directory and search for the apps you want to use.
In this blog, we will learn how to connect Razorpay and Freshsales in real-time. Also, we have created a template for this integration to help you. Click the Use Workflow button below to get started.
Thus, without taking any more of your time, let’s start the blog about how to connect Razorpay with Freshsales.
Step 1: Sign up to Pabbly Connect
Start the procedure to create Freshsales contact from paid Razorpay order by clicking on the ‘Sign Up Free’ icon on the Pabbly Connect dashboard. Afterward, either fill-up all the details manually or else sign up using Gmail credentials.
Try Pabbly Connect for FREE
Subsequently, after logging into the account, hit the ‘Access Now’ button as shown in the above image. Begin with creating a workflow for your project by pressing on the ‘Create Workflow’ button. Promptly, name the workflow just like in the above-shown image. I named the workflow as ‘Razorpay Integration’, you can obviously name the workflow as per your requirements. After naming the workflow, now it’s time to select the application you want to integrate. Pabbly Connect enables you to connect unlimited premium apps, create your free account now. Next, you have to select the application that you want to integrate. In this case, we are choosing ‘Razorpay’ for integration. In the method section, select ‘Order Paid’. The following step is to copy the webhook URL which is appearing on the dashboard just like in the above-shown image. Next, in order to connect Razorpay to Pabbly Connect, you have to paste the copied Webhook URL in the software. Hence, you have to log in to your Razorpay account. Once you login into the Razorpay account, simply go to the ‘Settings’ section on the bottom of the dashboard. Later, after reaching the settings page, hit the ‘Webhooks’ option given on the screen. Now, hit the ‘Add New Webhook’ button to paste the webhook URL. As you press the ‘Add New Webhook’ button, a window will open up with a certain option. Paste the copied webhook URL in the ‘Webhook URL’ section, and in events, select the ‘Order.Paid’ option. After entering all the required details, tap on the ‘Create Webhook’ button to save the changes. Now, in order to check this integration, we will make a dummy purchase in Razorpay to capture the data. Next, to make a test purchase, hit the ‘Payment Pages’ option in the Razorpay dashboard. Following that, select any of the listed products and copy the URL and open in a new tab. If you wish, you can also create a new payment page. Now, add the customer details like name, email, etc, and press the ‘Pay’ button. Here you can select any of the payment options, we have selected to pay via card. Therefore, quickly add the card details and hit the ‘Pay’ option. Once you are done making all the changes, hit the given ‘Success’ button to make the payment. Before that, tap on the ‘Capture Webhook Response’ button in Pabbly Connect to capture the data. After pressing the ‘Success’ in Razorpay and on the ‘Capture Webhook Response’ in Pabbly Connect, the customer info will appear on the Pabbly Connect dashboard. Next, hit the ‘Save’ option. Now, in order to make this Razorpay-Freshsales integration work, you have to choose an action for your trigger. Next, hit the plus button next to the Razorpay trigger. Select the app to integrate as ‘Freshsales’ & method as ‘Create Contact’. Ultimately, hit the ‘Connect with Freshsales’ button. The system will ask you for a key and subdomain. For this, click on your profile icon and then click select the ‘Settings’ option. Subsequently, hit the ‘API Settings’ option from the ‘Personal Settings’ menu. Later, hit the ‘Copy’ button to copy the key given. Paste the copied Freshsales API key with a prefix ‘Token token=’ on Pabbly Connect action window’s ‘API Key’ field. Furthermore, mention the ‘Sub Domain’ as per the directions given in the help text given below the field. Now, map the first name & other required fields. To map a value, place your cursor in the field. Then, hit the menu button (three horizontal lines) next to that particular field. Click-select the value that you want to map with that respective field. Click on ‘Save & Send Test Request’ button. You can check the response of your API in the action window. If everything is good, the response will start showing the submitted values. Hit the ‘Save’ button at the bottom of the action API’s response. Also, you can check the contact’s entry on your connected Freshsales account. Well, this is all about ‘How to create Freshsales contact from paid Razorpay order’. Consequently, after completing the step by step procedure, you will end up creating Freshsales contact from the new Razorpay order automatically. Grab, Pabbly Connect for FREE with all its premium features. Also, do comment your feedback below over this integration.Step 2: Access Pabbly Connect
Step 3: Workflow for Razorpay to Freshsales Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Razorpay to Freshsales Integration
(a) Select Application you Want to Integrate
(b) Copy the Webhook URL
Step 5: Connecting Razorpay to Pabbly Connect
(a) Go to Razorpay Settings
(b) Click on Webhooks
(c) Click on Add New Webhook
(d) Paste the Webhook URL
(e) Create Webhook
Step 6: Make a Test Purchase
(a) Click on Payment Pages
(b) Select a Product
(c) Add Details
(d) Add Card Details
(e) Click Success Button
Step 7: Test the Response in Pabbly Connect Dashboard
Step 8: Setting Actions for Razorpay to Freshsales Integration
(a) Select Application you want to Integrate
(b) Login in Your Freshsales Account & Go to Settings
(c) Copy the API Key
(d) Paste the Freshsales API Key on Pabbly Connect
(e) Map the Fields
(f) Send Test Request
(g) Check & Save Response
Step 8: Check Response in Freshsales Dashboard
Wind-Up
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