How to Create a LeadSquared Lead on Instamojo Payment with Pabbly Connect

Learn how to automate lead creation in LeadSquared from Instamojo payments using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a LeadSquared lead from an Instamojo payment, you must first access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in with your credentials. If you are a new user, you can sign up for free and receive 100 tasks every month to explore the platform.

Once logged in, you will see various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect to proceed to the dashboard where you can create your automation workflow. This is crucial for connecting your Instamojo and LeadSquared accounts seamlessly.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, initiate the creation of your workflow by clicking the blue button on your dashboard. You will be prompted to name your workflow and select a folder for organization. For this tutorial, name it ‘How to Create LeadSquared Lead on Instamojo Payment’ and select the appropriate folder.

• Click on the blue button to create a new workflow.
• Name your workflow appropriately.
• Select a folder for better organization.

Once you click on create, you will enter the workflow window where you can set the trigger and action. This is essential for automating the process of lead creation in LeadSquared whenever a payment is made on Instamojo.

3. Setting Up the Trigger with Instamojo

In your workflow, the first step is to set the trigger application. Select Pabbly Connect as the integration platform and choose Instamojo as your trigger application. You will see options for V1 and V2, select V2 for this integration.

Next, select the trigger event as ‘New Sale’. This event will initiate the workflow whenever a new payment is made. You will be provided with a Webhook URL, which you need to copy and paste into your Instamojo account settings under the advanced settings for your product page.

• Select Instamojo as the trigger application.
• Choose ‘New Sale’ as the trigger event.
• Copy the provided Webhook URL for integration.

This step is crucial as it establishes the connection between your Instamojo account and Pabbly Connect, allowing for automatic lead creation in LeadSquared.

4. Configuring Instamojo Settings

In your Instamojo account, navigate to the product for which you want to set the Webhook. Edit the product settings and find the Webhook section. Paste the Webhook URL you copied from Pabbly Connect into the designated field and ensure you select the option for successful payments.

After pasting the URL, save your changes. This configuration is essential as it tells Instamojo to send payment data to Pabbly Connect whenever a successful payment is made. Once saved, you will see that the Webhook is now active and ready to capture data.

5. Creating a Lead in LeadSquared

With the trigger set up, the next step is to configure the action application. Select LeadSquared as your action application in Pabbly Connect. Choose the action event as ‘Create or Update Lead’. You will need to connect your LeadSquared account by entering the required API keys and access credentials.

Once connected, map the fields from the Instamojo response to the corresponding fields in LeadSquared. This ensures that the customer data captured from the payment is accurately reflected in your LeadSquared leads. After mapping, click on ‘Save and Send Test Request’ to verify that the lead is created successfully.

Select LeadSquared as the action application. Map the fields from Instamojo to LeadSquared. Save and test the integration to ensure it works.

This completes the automation process, allowing Pabbly Connect to create leads automatically in LeadSquared whenever a payment is made on Instamojo, streamlining your lead management process.

Conclusion

By following this tutorial, you can effectively automate the process of creating leads in LeadSquared from Instamojo payments using Pabbly Connect. This integration enhances your workflow, ensuring you capture valuable customer information seamlessly and efficiently.