How to Send Product Recommendations via SMS After a Payment with Razorpay Using Pabbly Connect

Learn how to integrate Razorpay with Twilio using Pabbly Connect to send automated product recommendations via SMS after a payment. Step-by-step guide included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start this integration process, you will need to access Pabbly Connect. Begin by navigating to the Pabbly Connect landing page by typing ‘Pabbly.com/connect’ in your browser. This platform is essential for connecting Razorpay and Twilio to send product recommendations via SMS after a payment.

Once on the landing page, you will see options to either sign in or sign up. If you are a new user, select the ‘Sign up for free’ option. Existing users should click on ‘Sign in’ to access their accounts. After signing in, click on the ‘Access Now’ button to enter your Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder and the classic one. Opt for the new workflow builder for a modern interface.

• Enter the workflow name: ‘Send Product Recommendations via SMS After a Payment via Razorpay’.
• Select the folder for automation or create a new one.
• Click on ‘Create’ to open the workflow window.

In this window, you will set up the trigger and action for your workflow. The trigger will be set to activate when a payment is captured in Razorpay.

3. Setting Up the Trigger with Razorpay

To set up the trigger, click on ‘Add Trigger’ and search for Razorpay. Select it and choose the trigger event as ‘Payment Captured’. After that, click on ‘Connect’ to establish the connection.

Pabbly Connect will provide you with a webhook URL. Copy this URL and head over to your Razorpay account. Navigate to the ‘Developers’ section on the left side of the Razorpay dashboard and select ‘Webhooks’. Click on ‘Add New Webhook’ and paste the copied URL.

• For the active event, select ‘Payment Captured’.
• You may also enter optional fields like the secret and alert email.
• Click on ‘Create Webhook’ to finalize the setup.

With this, you have successfully created a connection between Razorpay and Pabbly Connect. Now, you will need to perform a test submission to capture the webhook response.

4. Performing Test Submission for Webhook Response

To test the webhook, go back to your Razorpay dashboard and navigate to your payment pages. Choose a product to purchase, such as the ‘Natural Glow Face Toner’. Complete the payment process to trigger the webhook.

Once the payment is successful, return to your Pabbly Connect dashboard. You will see that Pabbly has captured the webhook response, including the product name and customer details. This confirms that the integration is working correctly.

Verify that the product name and customer details are displayed. Ensure that the workflow is ready to send SMS based on the captured data.

Now that you have verified the webhook response, you can proceed to set up the SMS sending action.

5. Sending SMS Using Twilio

To send the SMS, click on ‘Add New Action Step’ and search for Twilio. Select the action event as ‘Send SMS Message’ and click on ‘Connect’. You will need to enter your Twilio account SID and authorization token to establish the connection. using Pabbly Connect

Once connected, you will need to set up the SMS content. In the message body, write a personalized SMS thanking the customer for their purchase and recommending additional products. Use mapping to insert the customer’s name dynamically into the message.

Map the customer’s phone number to the recipient field. Use your Twilio number as the sender’s number.

After setting up the SMS details, click on ‘Save and Send Test Request’. You should receive a confirmation that the SMS has been sent successfully. This completes the workflow, enabling automatic SMS notifications to customers after a payment is made.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Razorpay with Twilio for sending automated SMS product recommendations after a payment. By following these steps, you can enhance your customer engagement and upsell products effectively.

With this setup, every time a customer makes a purchase, they will receive a personalized SMS, helping you to boost sales and improve customer satisfaction. Start using Pabbly Connect today to streamline your business processes.