Integrate Instamojo with Keap Using Pabbly Connect: A Step-by-Step Guide

Learn how to create or update Keap contacts through Instamojo payments using Pabbly Connect. This tutorial covers every step of the integration process. 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 Instamojo and Keap Integration

To start the integration process using Pabbly Connect, first, navigate to the Pabbly Connect landing page by searching for it in your browser. If you are a new user, you can sign up for free and get 100 tasks every month. Existing users should click on the sign-in button to access their dashboard.

Once logged in, you will see various applications offered by Pabbly. For this tutorial, we will focus on Pabbly Connect as it allows us to integrate Instamojo and Keap seamlessly. Click on the ‘Access Now’ button to enter your Pabbly Connect dashboard and begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button in your Pabbly Connect dashboard. You will be prompted to name your workflow and select a folder to save it in. Name your workflow something like ‘Create or Update Keap Contact on Instamojo Payment’ and choose the appropriate folder.

• Click on the ‘Create’ button to open the workflow window.
• In the workflow window, select your trigger application, which in this case is Instamojo.
• Choose the trigger event, such as ‘New Sale,’ which will start the workflow.

By selecting Instamojo as your trigger application, you ensure that every new payment made through this platform will initiate the process of creating or updating a contact in Keap via Pabbly Connect.

3. Setting Up the Webhook URL in Instamojo

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need to configure it in your Instamojo account. Log into your Instamojo account and navigate to the product for which you want to set the webhook. using Pabbly Connect

Click on the three dots next to your product and select ‘Edit Page.’ Then, go to the left sidebar and click on ‘PID Settings’. Here, you will find the webhook section. Switch on the webhook option and paste the copied URL into the designated field. Ensure that you select ‘Successful Payments’ as the information to be sent.

4. Testing the Webhook and Mapping Data

Once the webhook URL is set up in Instamojo, you need to perform a test submission to capture the webhook response. Go back to the product page, enter your details, select a payment method, and complete the payment process. This will trigger the webhook and send the response to Pabbly Connect.

• Enter your name, email, and mobile number during the test submission.
• Complete the payment process by entering card details and the OTP.
• Check Pabbly Connect to confirm that the details have been captured successfully.

This step is crucial as it verifies that the connection between Instamojo and Pabbly Connect is functioning correctly, allowing you to proceed with the next steps of the integration.

5. Creating or Updating Keap Contacts

With the webhook successfully capturing data, the next step is to set up the action in Pabbly Connect to create or update a contact in Keap. Select Keap as your action application and choose the action event ‘Create or Update Contact.’ You will then be prompted to connect your Keap account. using Pabbly Connect

After connecting, map the email address from the webhook response to the email field in Keap. This ensures that the correct email is used for creating or updating contacts. Additionally, you can map other fields such as the first name and last name by splitting the full name using the ‘Text Formatter’ feature in Pabbly Connect.

Finally, test the action to confirm that a new contact is created or updated in Keap based on the information received from Instamojo payments. This integration allows you to automate customer management without manual effort, enhancing your business operations.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create or update Keap contacts based on Instamojo payments. By following these steps, you can automate your customer management process effectively and ensure that your customer information is always up-to-date. This integration not only saves time but also helps in building stronger relationships with your customers.