How to Create HubSpot Contact on Cashfree Payment Using Pabbly Connect

Learn how to automate the creation of HubSpot contacts from Cashfree payments using Pabbly Connect. Step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for HubSpot and Cashfree Integration

To start automating the creation of HubSpot contacts on Cashfree payments, access Pabbly Connect. This platform simplifies the integration process between your payment gateway and CRM.

First, navigate to the Pabbly Connect website. If you’re new, sign up for a free account. Existing users can log in to their accounts to proceed.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This initiates the setup for your automation.

A dialog box will appear prompting you to name your workflow and select a folder. Name it ‘Create HubSpot Contact on Cashfree Payment’ and choose an appropriate folder to save it in.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will now see two sections: Trigger and Action.

This setup is crucial as it lays the foundation for the automation process.

3. Setting Up the Trigger for Cashfree Payments

In the Trigger section, select Cashfree as the application. This is where Pabbly Connect captures payment events from Cashfree.

Choose the trigger event as ‘Payment via Form’. Once selected, Pabbly Connect will provide you with a unique webhook URL.

• Copy the provided webhook URL.
• Log into your Cashfree account and navigate to the Developers section.
• Select the Webhook option and paste the URL into the designated field.

Once the webhook is set up, test it to ensure that it is functioning correctly. This step is vital for capturing payment data accurately.

4. Filtering Payment Data for HubSpot

After capturing the payment data, the next step is to filter it for specific criteria. This is where Pabbly Connect allows you to set conditions based on the payment form.

Select the ‘Filter by Pabbly’ action to define which payments should trigger a HubSpot contact creation. For instance, only payments for a specific product should create a contact.

Map the form ID from the previous step to establish this condition. Test the filter to ensure it returns the expected results.

This filtering process ensures that only relevant data is sent to HubSpot, maintaining the integrity of your CRM.

5. Creating a HubSpot Contact from Filtered Data

Now that you’ve set up the trigger and filter, it’s time to create a contact in HubSpot. In this final step, Pabbly Connect enables the transfer of filtered payment data to your HubSpot account.

Select HubSpot as the action application and choose ‘Create Contact’ as the action event. Connect your HubSpot account to Pabbly Connect to authorize this action.

Map the customer details such as name, email, and address from the previous steps. Once all fields are mapped, click on ‘Send Test Request’ to verify the integration.

Upon successful testing, a new contact will be created in your HubSpot account, confirming that the integration works seamlessly.

Conclusion

This tutorial demonstrates how to automate HubSpot contact creation from Cashfree payments using Pabbly Connect. By following these steps, you can streamline your customer management process effectively.

Utilizing Pabbly Connect not only saves time but also enhances your ability to manage customer relationships efficiently. Embrace automation to improve your business operations.