Searching for a way to get customer details via Gmail from paid Razorpay order automatically? Then look no further my friend, as here we are going to integrate Razorpay to Gmail via Pabbly Connect.

How to Get Customer Details via Gmail from Paid Razorpay Order

But before getting into the integration process, let’s know a little bit about the software that we are about to integrate. Basically, Razorpay is a payments solution that allows businesses to accept, process, and disburse payments with its product suite. It gives you access to all payment modes including credit card, debit card, net banking, UPI, and popular wallets. Whereas, Gmail is a free email service provided by Google. In many ways, Gmail is like any other email service: You can send and receive emails, block spam, create an address book, and perform other basic email tasks.

Thus, integrating these two services can help you automatically get the customer info via Gmail on every new Razorpay purchase.

Here to bind these services, we are using a wonderful automation and integration tool named Pabbly Connect. It is a fantastic integration and automation software, which allows you to integrate two or more applications and automate all the projects. You just have to do the integration once and then everything will be automatically taken care of by the software.

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

Sign Up To Pabbly Connect 

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.

Here, in this blog, we will learn how to connect Razorpay and Gmail in real-time. Also, we have created a template for this integration to help you. Click the Use Workflow button below to get started.

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Get Customer Details via Gmail from Paid Razorpay Order

So, without wasting any more time, let’s begin with the steps to get customer details via Gmail from paid Razorpay order.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s start the process to get customer details via Gmail from paid Razorpay order by clicking on the ‘Sign Up Free’ icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for Razorpay to Gmail Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

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.

Step 4: Setting Trigger for Razorpay to Gmail Integration

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.

(a) Select Application you Want to Integrate

Select Razorpay

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’.

(b) Copy the Webhook URL

Copy the Webhook URL

The next step is to copy the webhook URL which is appearing on the dashboard just like in the above-shown image.

Step 5: Connecting Razorpay to Pabbly Connect

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.

(a) Go to Razorpay Settings

Select Settings Razorpay

After login into the Razorpay account, go to the ‘Settings’ section on the bottom of the dashboard.

(b) Click on Webhooks

Click on Webhooks Razorpay

Now after reaching the settings page, click on the ‘Webhooks’ option given on the screen.

(c) Click on Add New Webhook

Click Add New Webhook Razorpay

Next, you need to click on the ‘Add New Webhook’ button to paste the webhook URL.

(d) Paste the Webhook URL

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.

(e) Create Webhook

Click Create Webhook Razorpay

After filling in all the required details, hit the ‘Create Webhook’ button to save the changes.

Step 6: Make a Test Purchase

To check this integration, we will make a dummy purchase in Razorpay to capture the data.

(a) Click on Payment Pages

Click Payment Pages Razorpay

To make a test purchase, click on the ‘Payment Pages’ option in the Razorpay dashboard.

(b) Select a Product

Copy Payment Page Razorpay

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.

(c) Add Details

Add Order Details Razorpay

In this step, add the customer details like name, email, etc, and hit the ‘Pay’ button.

(d) Add Card Details

Add Card Details

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.

(e) Click Success Button

Click Success Razorpay

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.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

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.

Step 8: Setting Actions for Razorpay to Gmail Integration

To make this Razorpay-Gmail integration work, you have to choose two actions for your trigger. The first action is of API to convert the amount in the proper decimal system, and the second action is of Gmail to send an email.

(a) Select Application you Want to Integrate

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Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘API’ to integrate and in the action event select ‘GET’. After selecting the application, paste the URL ‘https://forms.pabbly.com/api/trim_amount’ in the endpoint section and map the amount in the parameters section.

(b) Send Test Request

Send Test Request API

After making all the changes, click the ‘Save & Send Test Request’ button.

(c) Select Application you Want to Integrate

Select Gmail

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘Gmail’ to integrate and in the method section select ‘Send an Email’.

(d) Click the Connect Button

Click Connect Gmail

After choosing the application click on the ‘Connect with Gmail’ button to move forward.

Step 9: Connecting Gmail to Pabbly Connect

To connect Gmail with Pabbly Connect, you have to authorize the application. For that, you need to login to your Google account.

(a) Authorize Application

Authorize Application Gmail

Now, again you have to click on the ‘Connect with Gmail’ button to authorize the application and select the Google account through which you want to login.

(b) Map the Fields

Map the Fields

After connecting with your Google account, map all the fields quickly like email subject, email message, etc.

(c) Save and Send Test Request

Send Test Request Gmail

Once you are done adding up all field data click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Gmail Dashboard

Check Response

Finally, you can see that the email has been delivered about the customer info, and the product purchased from Razorpay automatically.

Conclusion –

Well, this is all about ‘How to Get Customer Details via Gmail from Paid Razorpay Order’. Consequently, after completing the step by step procedure, you will end up getting customer details via Gmail on new Razorpay orders automatically. Pabbly Connect is the only automation and integration tool that you’ve been waiting for. You won’t have to pay anything to create an account and you can work on it without any coding skills.

Now, try Pabbly Connect for FREE for all its premium features. For any further queries/suggestions, do comment below.

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