How to Add Razorpay Payments to Pipedrive Automatically

Learn how to integrate Razorpay with Pipedrive automatically using Pabbly Connect. Follow this step-by-step tutorial for seamless payment processing. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Razorpay payments with Pipedrive, you need to access Pabbly Connect. First, visit the Pabbly Connect website by entering ‘Pabbly.com/connect’ in your browser. This will direct you to the Pabbly Connect homepage.

If you are a new user, click on the ‘Sign Up Free’ option to create an account and receive 300 tasks every month. Existing users can simply click on ‘Sign In’. After signing in, find the option to access Pabbly Connect and click on ‘Access Now’ to reach the dashboard.

2. Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, you need to create a new workflow. To do this, click on the ‘Create Workflow’ button. You will be prompted to select between the new beta version or the classic version. Choose the beta version for a more modern experience. using Pabbly Connect

• Click on the ‘Select’ button to proceed with the beta version.
• In the dialog box that appears, name your workflow ‘Add Razor Payments to Pipedrive Automatically’.
• Select a folder for your workflow, such as ‘Automations’.

After naming your workflow, click the ‘Create’ button. This will set up a new workflow where you can define triggers and actions related to your Razorpay payments and Pipedrive contacts.

3. Setting Up the Trigger in Pabbly Connect

Now that your workflow is created, the next step is to set up a trigger. Since you want to capture new payments from Razorpay, select Razorpay as your trigger app and choose ‘Payment Captured’ as the event. Click on ‘Connect’ to proceed. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting Razorpay to Pabbly Connect. To set up the webhook, log into your Razorpay account, navigate to the ‘Developers’ section, and select ‘Webhooks’. Here, you will add a new webhook using the URL provided by Pabbly Connect.

• Paste the webhook URL in the ‘Webhook URL’ field.
• Leave the secret field blank and select ‘Payment Captured’ for active events.
• Click ‘Create Webhook’ to finalize the setup.

After saving the webhook, return to Pabbly Connect, where it will be waiting for a response from Razorpay. To test this connection, make a test payment through your Razorpay payment page.

4. Adding Action Step to Create a Contact in Pipedrive

After successfully capturing a payment, the next step is to add an action that creates a new contact in Pipedrive. In Pabbly Connect, select Pipedrive as the action app and choose ‘Create Person’ as the event. Click on ‘Connect’ to establish this connection. using Pabbly Connect

To connect Pipedrive, you will need your API token. Log into your Pipedrive account, click on your profile icon, and select ‘Personal Preferences’. Under this section, navigate to the ‘API’ tab to find your API token. Copy this token and paste it into Pabbly Connect.

Click on ‘Save’ to establish the connection. Map the fields from Razorpay to Pipedrive, such as first name, last name, email, and phone number.

After mapping all required fields, click on ‘Save and Send Test Request’. You should receive a successful response, indicating that a new contact has been created in your Pipedrive account.

5. Testing the Integration Between Razorpay and Pipedrive

To ensure the integration works seamlessly, perform a test payment through your Razorpay payment page. Enter dummy customer details and complete the payment process. Once the payment is successful, check your Pipedrive account.

In your Pipedrive account, you should see a new contact created with the details provided during the test payment. This confirms that the integration is working as intended, with Pabbly Connect facilitating the automation between Razorpay and Pipedrive.

To summarize, by following these steps, you have successfully integrated Razorpay with Pipedrive using Pabbly Connect. Now, every time a payment is captured, a new contact will be automatically created in your Pipedrive account.

Conclusion

This tutorial demonstrated how to add Razorpay payments to Pipedrive automatically using Pabbly Connect. By following the outlined steps, you can streamline your payment processing and customer management effectively.