Integrate Instamojo Payments with Zoho CRM Using Pabbly Connect

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

To begin integrating Instamojo Payments with Zoho CRM, you first need to access Pabbly Connect. This powerful tool allows you to automate workflows efficiently. Start by signing into your Pabbly account and navigate to the applications section.

Once there, click on ‘Access Now’ for Pabbly Connect. You will see an option to create a new workflow. Click on the blue button and name your workflow, for example, ‘Create Leads in Zoho CRM from Instamojo Sales’. After naming it, click on ‘Create’ to initiate a blank workflow.

2. Configuring the Integration Trigger with Instamojo

In this section, you will set up the trigger for your workflow. The trigger application will be Instamojo since a new sale will trigger the lead creation in Zoho CRM. Select Instamojo as your trigger application and choose the event as ‘New Sale’. using Pabbly Connect

• Select Instamojo as the trigger application.
• Choose ‘New Sale’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, log into your Instamojo account and navigate to the product for which you want to set up the webhook. In the product settings, find the advanced options and paste the copied webhook URL into the designated field. Save your changes to activate the webhook.

3. Capturing Payment Details from Instamojo

Now that you have set up the trigger, it’s time to capture payment details. Go back to Pabbly Connect and click on ‘Capture Webhook Response’. This will allow Pabbly Connect to listen for new sales made through Instamojo. using Pabbly Connect

• Initiate a test purchase on Instamojo to generate a sale.
• Complete the payment and return to Pabbly Connect.
• Verify that the payment details are captured in the webhook response.

After the purchase, you should see the payment details, including contact number, name, and email address, reflected in Pabbly Connect. This information is crucial for creating a lead in Zoho CRM.

4. Filtering Successful Payments for Zoho CRM

To ensure that only successful payments create leads in Zoho CRM, you need to apply a filter. This step is vital as it prevents unsuccessful transactions from being recorded as leads. In Pabbly Connect, add a filter step after capturing the payment details. using Pabbly Connect

Set the filter to check if the success value equals 1. Save the filter and proceed only if the condition is met.

This filtering process ensures that only successful payments trigger the creation of leads in Zoho CRM, making your automation more effective and reliable.

5. Creating Leads in Zoho CRM Using Pabbly Connect

Finally, it’s time to create leads in Zoho CRM using the information captured from Instamojo. Select Zoho CRM as the action application in Pabbly Connect and choose the event as ‘Create Lead’. Connect your Zoho CRM account by entering the necessary domain details. using Pabbly Connect

Map the required fields such as first name, last name, email address, and phone number from the previous steps. After mapping, click on ‘Save and Send Test Request’ to create a lead in Zoho CRM. You should see a success message indicating that the lead has been created.

Conclusion

In this tutorial, we demonstrated how to effectively integrate Instamojo Payments with Zoho CRM using Pabbly Connect. By following these steps, you can automate lead creation seamlessly, ensuring that every sale is captured as a lead in your CRM system.