How to Integrate Razorpay with SendGrid Automatically Using Pabbly Connect

Learn how to automatically add Razorpay customers to SendGrid using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay and SendGrid Integration

To start the integration process, first, access Pabbly Connect. This platform will facilitate the automation of adding Razorpay customers to your SendGrid account. Begin by logging into your Pabbly Connect account.

Once logged in, navigate to the dashboard where you can create a new workflow. This is crucial as it sets the foundation for connecting Razorpay with SendGrid through Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow specifically for integrating Razorpay with SendGrid. Click on the ‘Create Workflow’ button and name your workflow for easy identification. This will help you manage your integrations effectively.

After naming your workflow, select Razorpay as the trigger application. This means that every time a customer is added in Razorpay, it will trigger an action in SendGrid. Now, let’s configure the trigger settings.

• Choose the event type as ‘New Payment’ from Razorpay.
• Connect your Razorpay account by providing the necessary API key.
• Test the trigger to ensure it captures data correctly.

Once the trigger is set up, you can proceed to the next step of integrating with SendGrid using Pabbly Connect.

3. Configuring SendGrid as an Action in Pabbly Connect

Now that you have Razorpay configured as your trigger, it’s time to set up SendGrid as the action application. Select SendGrid from the list of applications in Pabbly Connect.

In the action configuration, choose the event type as ‘Add Contact’. This means that every time a new payment is made in Razorpay, the customer details will be automatically added to your SendGrid contacts. You will need to connect your SendGrid account by entering the API key.

• Map the fields from Razorpay to SendGrid, including Name, Email, and Phone Number.
• Test the action to confirm that the customer data is being sent correctly to SendGrid.

This configuration ensures that all customer details from Razorpay are seamlessly transferred to SendGrid, enhancing your marketing capabilities.

4. Testing the Integration Between Razorpay and SendGrid

After setting up both the trigger and action, it’s crucial to test the integration to ensure everything works smoothly. Use Pabbly Connect to initiate a test payment in Razorpay.

Check your SendGrid account to verify that the customer details from the test payment have been added successfully. This testing phase is vital to confirm that your integration is functioning as expected.

If the test is successful, you will see the customer details reflected in your SendGrid contact list. If there are any issues, revisit the mapping fields in Pabbly Connect to troubleshoot.

5. Activating Your Workflow in Pabbly Connect

Once testing is complete and successful, it’s time to activate your workflow. This is the final step in ensuring that Razorpay customers are automatically added to SendGrid without manual intervention.

Simply toggle the switch to activate the workflow within Pabbly Connect. From this point forward, every new payment in Razorpay will automatically add the customer details to your SendGrid account.

This automation saves time and ensures that your marketing lists are always up to date, allowing you to focus on other aspects of your business.

Conclusion

Integrating Razorpay with SendGrid using Pabbly Connect allows for seamless automation of adding customer details. By following the steps outlined in this tutorial, you can enhance your marketing efforts and maintain an updated contact list effortlessly. Start automating today!