Integrate Cashfree Payments with Zoho CRM Using Pabbly Connect

Learn how to integrate Cashfree Payments with Zoho CRM using Pabbly Connect to automate contact creation seamlessly. Follow our step-by-step tutorial. 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. Setting Up Pabbly Connect for Cashfree and Zoho CRM Integration

To automate the creation of Zoho CRM contacts whenever a payment is made through Cashfree, you need to access Pabbly Connect. This platform will facilitate the integration between your Cashfree payment gateway and Zoho CRM, allowing for seamless data transfer.

Start by visiting the Pabbly Connect website and signing up for a free account. After logging in, navigate to the dashboard where you can create a new workflow. This workflow will enable the automation process, linking your Cashfree account to Zoho CRM.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow that connects Cashfree to Zoho CRM using Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, such as ‘Create Zoho Contact on Cashfree Payment’.
• Select the appropriate folder to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating your workflow, you will need to set up a trigger event that initiates the automation process. This is where you will select Cashfree as your trigger application.

3. Setting Up the Trigger for Cashfree Payments

To capture new payments made through Cashfree, you must configure the trigger in Pabbly Connect. Select Cashfree as your trigger application and choose the event type as ‘Payment via Form’.

Upon selecting this event, Pabbly Connect will generate a webhook URL. This URL is crucial as it will link your Cashfree account to Pabbly Connect. Copy this webhook URL to use in your Cashfree settings.

Next, log into your Cashfree account, navigate to the ‘Developers’ section, and select ‘Webhooks’. Here, you will add the webhook URL you copied from Pabbly Connect to connect the two platforms.

4. Adding the Webhook Endpoint in Cashfree

After logging into your Cashfree account, go to the ‘Payment Form’ section under the Webhooks settings. Click on the ‘Add Webhook Endpoint’ option to enter the URL from Pabbly Connect.

Once you enter the webhook URL, click on the ‘Test and Add’ button. This action will send a test response to Pabbly Connect, confirming that the connection is successful. You should see a success status in Pabbly Connect, indicating that your Cashfree account is now linked.

With the webhook successfully added, you can now set up the next step in your workflow, which is to create a new contact in Zoho CRM based on the payment details received from Cashfree.

5. Creating a Contact in Zoho CRM from Cashfree Payment

Now that you have set up the trigger, it’s time to configure the action step in your Pabbly Connect workflow. Select Zoho CRM as your action application and choose the action event as ‘Create Contact’. This will automate the creation of a new contact in Zoho CRM whenever a payment is received. using Pabbly Connect

To connect your Zoho CRM account, enter the required domain information, which you can find in your Zoho CRM URL. After connecting, you will need to map the data fields from the Cashfree payment to the corresponding fields in Zoho CRM.

• Map the customer’s name, email, and phone number from the Cashfree response.
• Ensure to split the customer name into first and last name if necessary.
• Click on ‘Save and Send Test Request’ to verify that the contact is created successfully in Zoho CRM.

Once you have saved the request, you can refresh your Zoho CRM account to see the newly created contact reflecting the payment details from Cashfree.

Conclusion

In this tutorial, we demonstrated how to integrate Cashfree Payments with Zoho CRM using Pabbly Connect. By following these steps, you can automate the process of creating new contacts in Zoho CRM whenever a payment is received, thus streamlining your customer management process. This integration not only saves time but also enhances your ability to manage customer interactions efficiently.