Integrate Cashfree Payments with Pipedrive Using Pabbly Connect

Learn how to seamlessly integrate Cashfree Payments with Pipedrive to create new contacts automatically 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. Access Pabbly Connect for Integration

To start the integration process using Pabbly Connect, visit the Pabbly Connect landing page. If you are a new user, click on ‘Sign up for free’ to create your account. Existing users should click ‘Sign In’ to access their dashboard.

Once logged in, navigate to the dashboard where you will see various applications. Click on ‘Access Now’ under Pabbly Connect to begin setting up your workflow for integrating Cashfree Payments with Pipedrive.

2. Create a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a name such as ‘Create Pipedrive Person on Cashfree Payment’. Select the appropriate folder to save this workflow. using Pabbly Connect

• Click on ‘Create’ to proceed.
• This opens the workflow window where you can set triggers and actions.

In the workflow window, select ‘Cashfree’ as the trigger application. Then, choose the trigger event as ‘Payment via Form’. This event will initiate the workflow whenever a payment is made through Cashfree.

3. Set Up Cashfree Trigger in Pabbly Connect

After selecting Cashfree as your trigger, you will receive a webhook URL. This URL is crucial for connecting Cashfree with Pabbly Connect. Copy the webhook URL provided.

Next, log into your Cashfree account and navigate to the ‘Developers’ section. From there, go to ‘Payment Gateway’ and then ‘Webhooks’. Click on ‘Add Webhook Endpoint’ and paste the copied URL into the designated field.

• Select ‘Payment Form’ as the type of webhook.
• Test and add the webhook to confirm the connection.

Once the webhook is successfully added, return to Pabbly Connect to capture the response from Cashfree, ensuring that the integration works correctly.

4. Create a Person in Pipedrive via Pabbly Connect

With the Cashfree trigger set up, it’s time to create a new person in Pipedrive. In the action section of your workflow, select ‘Pipedrive’ as the action application. Choose the action event as ‘Create Person’.

You will now need to connect your Pipedrive account with Pabbly Connect. If you have an existing connection, select it; otherwise, create a new connection by entering your Pipedrive API token.

To find your API token, log into Pipedrive, click on your profile icon, and navigate to ‘Personal Preferences’. Copy the API token and paste it into Pabbly Connect.

After connecting, you can now map the details from the Cashfree response to the Pipedrive fields to create a new contact automatically. This ensures that every new payment creates a corresponding person in Pipedrive without manual entry.

5. Test the Integration Workflow

To ensure everything works as intended, perform a test submission through your Cashfree payment form. Fill in the required details and complete the payment process. After a successful payment, check your Pipedrive account to confirm that a new person has been created.

Navigate to the Contacts section in Pipedrive to see the new entry. The details should match those submitted in the Cashfree payment form, confirming that Pabbly Connect has successfully automated the integration.

This workflow will now automatically trigger every time a payment is made via Cashfree, streamlining your sales process significantly.

Conclusion

In this tutorial, we demonstrated how to integrate Cashfree Payments with Pipedrive using Pabbly Connect. This integration allows for the automatic creation of new contacts in Pipedrive upon payment confirmation, enhancing your business efficiency.

By following these steps, you can ensure that your sales pipeline is always updated with the latest customer information without any manual effort. Start using Pabbly Connect today to streamline your business processes!