How to Create Pipedrive Contact for Instamojo Payments Using Pabbly Connect

Learn how to create Pipedrive contacts for Instamojo payments using Pabbly Connect with this step-by-step tutorial. Automate your workflow efficiently! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Pipedrive with Instamojo payments, you need to access Pabbly Connect. Start by navigating to the URL Pabbly.com/connect. This will direct you to the Pabbly Connect landing page.

Here, you can either sign in if you’re an existing user or click on the ‘Sign Up for Free’ button if you’re new. Signing up is quick and provides you with 100 free tasks to start your automation journey with Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will see the ‘Create Workflow’ button on the right side of the dashboard. Click on it to initiate a new workflow. Name your workflow as ‘Create Pipedrive Contact for Instamojo Payments’ to reflect its purpose clearly.

• Select the trigger application as Instamojo.
• Choose the trigger event as ‘New Sale’ to initiate the workflow upon receiving a new payment.
• Copy the webhook URL provided by Pabbly Connect for further configuration.

This webhook URL acts as a bridge connecting Instamojo with Pabbly Connect, allowing for seamless data transfer.

3. Setting Up the Webhook in Instamojo

Now that you have your webhook URL, log into your Instamojo account. Navigate to the product for which you want to set up the webhook. Click on ‘Advanced Settings’ on the left sidebar, where you will find the option to paste your webhook URL.

After pasting the URL, ensure you save the changes. This step is crucial as it allows Instamojo to send payment data to Pabbly Connect whenever a new sale occurs.

4. Creating a Contact in Pipedrive

After setting up the webhook, return to Pabbly Connect and proceed to add the action application, which in this case is Pipedrive. Select the action event as ‘Create Person’ to create a new contact in your Pipedrive CRM.

To connect Pabbly Connect with your Pipedrive account, you will need to provide an API token. Log into your Pipedrive account, navigate to ‘Settings’, then to ‘Personal Preferences’, and finally to ‘API’ to find your API token. Copy this token and paste it back into Pabbly Connect to establish the connection.

• Map the fields such as first name, last name, email address, and phone number from the Instamojo payment data.
• Use the ‘Add Action Step’ feature to split the full name into first and last names if necessary.
• Save and send a test request to ensure that the data is correctly mapped.

Once the test is successful, you will see the new contact created in Pipedrive, confirming the integration is working as intended.

5. Testing the Integration Process

To ensure everything is working correctly, perform a test payment through Instamojo. Go back to your Instamojo account, select the product, and complete the payment process with customer details.

After the payment is completed, return to Pipedrive to verify that the new contact has been created. You should see the customer details populated correctly, confirming that Pabbly Connect has successfully automated the process between Instamojo and Pipedrive.

Conclusion

In this tutorial, we successfully integrated Instamojo payments with Pipedrive using Pabbly Connect. By following these steps, you can automate the creation of contacts in Pipedrive every time a payment is made through Instamojo. This integration streamlines your workflow, saving you time and effort while ensuring accurate data management.