How to Create Flowlu Contact on Instamojo Payment Using Pabbly Connect

Learn how to automate the creation of Flowlu contacts whenever a payment is received on Instamojo using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Instamojo and Flowlu Integration

To create a Flowlu contact whenever a payment is made on Instamojo, we will utilize Pabbly Connect. This powerful automation tool connects various applications seamlessly, allowing for efficient workflows.

Start by signing into your Pabbly Connect account. If you’re new, you can sign up for free. Once logged in, you will see the dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that connects Instamojo and Flowlu using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of your dashboard.

• Name your workflow ‘Create Flowlu Contact on Instamojo Payment’.
• Select a folder to organize your workflows, such as ‘Automations’.
• Click on the Create button to finalize your workflow setup.

This setup in Pabbly Connect allows you to define triggers and actions that will automate the process of creating new contacts in Flowlu when payments are received through Instamojo.

3. Setting Up Trigger for Instamojo Payments

Next, we need to set the trigger for our workflow. In Pabbly Connect, select Instamojo as the trigger application. Choose the trigger event as ‘New Sale’ to initiate the workflow whenever a payment is made.

Once selected, Pabbly Connect will provide a webhook URL. Copy this URL and head over to your Instamojo account to set it up. In your Instamojo dashboard, navigate to the payment page settings and paste the webhook URL in the appropriate field.

4. Testing the Integration Between Instamojo and Flowlu

After setting up the webhook, it’s time to test the integration. Make a test payment on your Instamojo payment page to trigger the webhook and send data to Pabbly Connect.

• Enter dummy details for the test payment, such as name and email.
• Select your payment method and complete the payment process.
• Check Pabbly Connect to confirm that the payment data has been received successfully.

This step is crucial to ensure that the integration is working correctly and that Pabbly Connect is capturing the payment details from Instamojo.

5. Creating a Contact in Flowlu via Pabbly Connect

Now that we have successfully received the payment data, we will set up the action to create a new contact in Flowlu. In the action step of Pabbly Connect, select Flowlu as the application and choose the action event ‘Create CRM Account’.

Connect your Flowlu account by entering the required API key and account URL. After establishing this connection, map the necessary fields such as first name, last name, and email address from the payment data received earlier.

Conclusion

In this tutorial, we successfully demonstrated how to automate the creation of a Flowlu contact whenever a payment is made on Instamojo using Pabbly Connect. This integration streamlines customer management, saving time and enhancing business efficiency.

By following these steps, you can ensure that your customer information is always up-to-date and accessible, allowing for better service and follow-up opportunities.