Integrate Razorpay Customers into HubSpot CRM Automatically with Pabbly Connect

Learn how to automate adding Razorpay customers to HubSpot CRM using Pabbly Connect. Step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Razorpay with HubSpot CRM automatically, you first need to access Pabbly Connect. This powerful automation tool allows you to create workflows that connect various applications seamlessly. Begin by visiting the Pabbly Connect website and signing up for a free account.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the plus sign to start a new integration. Here, you will set up the connection between Razorpay and HubSpot CRM using Pabbly Connect as the central platform for automation.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow specifically for adding Razorpay customers to HubSpot CRM. Click on the ‘Create Workflow’ button and give it a name, such as ‘Razorpay Customers in HubSpot CRM Automatically’.

• Select Razorpay as the Trigger Application.
• Choose the Trigger Event as ‘Payment Captured’.
• Click on Save and Continue to proceed.

This setup will allow Pabbly Connect to capture customer details whenever a payment is made through Razorpay, which is essential for creating an automatic contact in HubSpot CRM.

3. Setting Up the Webhook in Razorpay

To enable Pabbly Connect to receive data from Razorpay, you need to set up a webhook. Copy the webhook URL provided by Pabbly Connect and navigate to your Razorpay dashboard. Under the settings, find the ‘Webhooks’ option and click on it.

• Click on ‘Add New Webhook’.
• Paste the copied webhook URL.
• Select the event ‘Payment Captured’.
• Save the webhook settings.

Once the webhook is configured, Pabbly Connect will be able to receive notifications about payments and capture customer information automatically.

4. Mapping Customer Data to HubSpot CRM

With the webhook set up, it’s time to map the customer data from Razorpay to HubSpot CRM using Pabbly Connect. In the action step of your workflow, select HubSpot as the action application.

Choose the action event as ‘Create a Contact’. You will need to connect your HubSpot account by providing the API key. Once connected, you can map the fields from Razorpay to HubSpot, such as:

Email Address First Name Last Name Phone Number

This mapping ensures that whenever a payment is captured, Pabbly Connect will automatically create a new contact in HubSpot CRM with the relevant customer details.

5. Testing the Integration

After setting up the workflow and mapping the data, it’s crucial to test the integration. Make a test payment through Razorpay to see if the customer details are added to HubSpot CRM automatically. Refresh your HubSpot contacts page to check for the new entry.

If everything is set up correctly, you should see the new contact with the details you provided during the test payment. This confirms that Pabbly Connect is working effectively to automate the integration between Razorpay and HubSpot CRM.

Conclusion

In this tutorial, we explored how to integrate Razorpay customers into HubSpot CRM automatically using Pabbly Connect. By following these steps, you can streamline your customer management process and ensure that all payment details are captured efficiently with no manual effort required.