Learn how to create or update GoHighLevel contacts automatically when receiving payments via Cashfree using Pabbly Connect. Follow our detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create or update GoHighLevel contacts on Cashfree payments, you first need to access Pabbly Connect. This powerful automation tool allows you to integrate various applications without any coding skills.
Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get started with 100 tasks monthly. Once logged in, you will be directed to the dashboard where you can manage your workflows.
2. Creating a New Workflow in Pabbly Connect
In this section, you will create a new workflow in Pabbly Connect to automate the integration process. Click on the ‘Create Workflow’ button and name your workflow as ‘Create or Update GoHighLevel Contact on Cashfree Payment’.
- Select the folder where you want to save this workflow.
- Click on the ‘Create’ button to proceed.
After creating the workflow, you will see two boxes: ‘Trigger’ and ‘Action’. The trigger box will initiate the workflow when a new payment is received through Cashfree.
3. Setting Up the Trigger Event for Cashfree Payments
To set up the trigger event, select Cashfree as your trigger application in Pabbly Connect. Choose the event as ‘New Payment’ so that the workflow is triggered every time a payment is received.
Next, you will be required to connect your Cashfree account to Pabbly Connect. This involves entering a webhook URL provided by Pabbly Connect into your Cashfree account settings. This URL acts as a bridge between Cashfree and Pabbly Connect, allowing data to flow seamlessly.
4. Configuring the Action Event to Update GoHighLevel Contacts
Now that you have set up the trigger, it’s time to configure the action event. Select GoHighLevel as the action application in Pabbly Connect. Choose the action event as ‘Create or Update Contact’.
- Map the fields from the Cashfree response to the corresponding fields in GoHighLevel.
- Ensure you enter the first name, last name, email address, and phone number correctly.
- Click on the ‘Save’ button to finalize the action configuration.
With this setup, every time a payment is made, a contact will be created or updated in your GoHighLevel account automatically.
5. Testing the Integration and Finalizing the Workflow
After setting up your workflow, it’s crucial to test the integration. Perform a test payment through Cashfree to see if the contact is created or updated in GoHighLevel as expected. You can check the response in Pabbly Connect to confirm that all details are captured correctly.
If everything works smoothly, you can activate your workflow. This automation will save you time and ensure that your GoHighLevel contacts are always updated with the latest payment information.
Conclusion
By following these steps, you can easily integrate Cashfree with GoHighLevel using Pabbly Connect. This automated process ensures that your contacts are updated in real-time with every payment received, enhancing your workflow efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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