What if you can automate the manual task of creating Pipedrive user from paid Razorpay order in real-time and that too without any coding.
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 I found it as the easiest way to automate all the tasks within just a few clicks.
But before starting with 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. Whereas, Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals.
Consequently, integrating these two services can help you import all the Razorpay orders and customers to Pipedrive as users in real-time. Hence, 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 Marketplace and search for the apps you want to use.
In this blog, we will learn how to connect Razorpay and Pipedrive 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 Pipedrive.
Step 1: Sign up to Pabbly Connect
Begin the process to create Pipedrive user from paid Razorpay order by clicking on the ‘Sign Up Free’ icon on the Pabbly Connect dashboard. Subsequently, either fill-up all the details manually or sign up using Gmail credentials.
Try Pabbly Connect for FREE
Next, after logging into the account, click on the ‘Access Now’ button as shown in the above image. Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button. Now, you need to 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. As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now. Now, 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 next step is to copy the webhook URL which is appearing on the dashboard just like in the above-shown image. To connect Razorpay to Pabbly Connect, you have to paste the copied Webhook URL in the software. For that, you have to log in to your Razorpay account. After login into the Razorpay account, go to the ‘Settings’ section on the bottom of the dashboard. Now after reaching the settings page, click on the ‘Webhooks’ option given on the screen. Next, you need to click on the ‘Add New Webhook’ button to paste the webhook URL. As soon as you click on the ‘Add New Webhook’ button, it will open up the window with a certain option. Paste the copied webhook URL in the ‘Webhook URL’ section, and in events, select the ‘Order.Paid’ option. After filling in all the required details, hit the ‘Create Webhook’ button to save the changes. To check this integration, we will make a dummy purchase in Razorpay to capture the data. To make a test purchase, click on the ‘Payment Pages’ option in the Razorpay dashboard. Next, 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. In this step, add the customer details like name, email, etc, and hit the ‘Pay’ button. Here you can select any of the payment options, we have selected to pay via card. So, quickly add the card details and click on the ‘Pay’ option. After making all the changes, click the given ‘Success’ button to make the payment. But before that, click the ‘Capture Webhook Response’ button in Pabbly Connect to capture the data. Once you click on the ‘Success’ in Razorpay and on the ‘Capture Webhook Response’ in Pabbly Connect, the customer info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ option. To make this Razorpay-Pipedrive integration work, you have to choose an action for your trigger. Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘Pipedrive’ to integrate and in the method section select ‘Create User’. After choosing the application click on the ‘Connect with Pipedrive’ button to move forward. To connect Pipedrive to Pabbly Connect, you have to paste the API key for which you want to login to your Pipedrive platform. Now in the Pipedrive account, click on the ‘Personal Preference’ option. Next, when you click on the ‘Personal Preference’, it will offer some option, choose ‘API’. Just simply copy the API token appearing on the dashboard. Now paste the copied API token and hit the ‘Save’ button. Next, map the required field from the drop-down such as for the email field, select the email option, and for the name field select the name option. After filling in all the details, hit the ‘Send Test Request’ button. In the end, you can see that the user has been added in Pipedrive from the customer info, and the product purchased from Razorpay automatically. That’s it! Now you know the answer to your question ‘How to Create Pipedrive User from Paid Razorpay Order in real-time?’. Just follow all the step by step procedure mentioned above & your Razorpay to Pipedrive integration is set. So, what are you waiting for? Go ahead and catch your deal by signing up for a free account.Step 2: Access Pabbly Connect
Step 3: Workflow for Razorpay to Pipedrive Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Razorpay to Pipedrive 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 Pipedrive Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
Step 9: Connecting Pipedrive to Pabbly Connect
(a) Go to Personal Preference Option
(b) Click on API Option
(c) Copy the API Key
(d) Paste the API Key
(e) Map the Fields
(f) Save and Send Test Request
Step 10: Check Response in Pipedrive Dashboard
Conclusion –
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