How to Add Razorpay Customer Details to CRM Automatically

Learn how to integrate Razorpay with your CRM automatically using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating Razorpay customer details into your CRM, you first need to access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. If you’re a new user, click on the ‘sign up for free’ button in the top right corner to create an account.

Once you have signed up, you can explore the features of Pabbly Connect. You will receive 100 tasks free every month, allowing you to add up to 100 customer details into your CRM without any cost. This is a great opportunity to try out the automation capabilities of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the workflow builder. This is where you will create the automation process. Click on the ‘Add Trigger’ button to start setting up your workflow.

• Search for Razorpay as your trigger application.
• Select the event ‘New Payment Captured’.
• Click on ‘Connect’ to establish a connection.

Once you have set this up, Pabbly Connect will provide you with a webhook URL. This URL is crucial for capturing payment details from Razorpay.

3. Setting Up the Razorpay Webhook

To capture payment details, you need to set up the webhook in your Razorpay dashboard. Copy the webhook URL provided by Pabbly Connect and navigate to the Razorpay dashboard.

• Go to the ‘Developer’ section on the left side of the Razorpay dashboard.
• Select the ‘Webhooks’ option and click on ‘New Webhook’.
• Paste the copied webhook URL and select ‘Payment Captured’ as the active event.

Click on ‘Create Webhook’ to finalize the setup. This step ensures that Razorpay will send payment details to Pabbly Connect every time a payment is made.

4. Testing the Integration

To test the integration, you need to make a payment through Razorpay. Open your payment page and complete a transaction by entering your UPI ID and selecting the payment method.

Once the payment is successful, return to Pabbly Connect to see if the webhook has captured the payment details. You should see customer information such as first name, last name, email, and phone number.

With this data, you can now proceed to create a new contact in your CRM using Pabbly Connect. This ensures that your CRM is updated automatically with new customer details.

5. Adding Customer Details to Zoho CRM

Now that you have captured the payment details, it’s time to add this information to Zoho CRM. Click on ‘Add New Action Step’ in Pabbly Connect and search for Zoho CRM as your action application.

Select the event ‘Create Contact’ and click on ‘Connect’. If prompted, provide your Zoho CRM domain and grant permissions for Pabbly Connect to access your CRM. Map the customer details from the Razorpay payment to the corresponding fields in Zoho CRM.

After mapping the details, click on ‘Save and Send Test Request’. If successful, you will see the new contact added to your Zoho CRM, confirming that Pabbly Connect has automated the process seamlessly.

Conclusion

In this tutorial, we demonstrated how to automatically add Razorpay customer details to your CRM using Pabbly Connect. By following the steps outlined, you can streamline your customer management process and enhance efficiency. With Pabbly Connect, integrating various applications becomes a straightforward task, allowing you to focus on growing your business.