Integrate Razorpay with Apollo CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate adding Razorpay customers to Apollo CRM using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay and Apollo Integration

To start automating the addition of Razorpay customers to Apollo CRM, first, you need to access Pabbly Connect. This integration platform allows you to seamlessly connect different applications without any coding knowledge. Simply sign up for a free Pabbly Connect account, which gives you access to 100 free automation tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button. You can name your workflow something descriptive like ‘Add Razorpay Customers to Apollo CRM Automatically’. This sets the stage for the automation process.

2. Setting Up the Trigger for Razorpay Payments

In this step, you will set up the trigger that starts the automation whenever a payment is captured in Razorpay. Choose Razorpay as your trigger application within Pabbly Connect. The trigger event you want to select is ‘Payment Captured’. This event will initiate the workflow when a payment is successfully received.

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the provided webhook URL for further integration.

After selecting the trigger, Pabbly Connect will generate a webhook URL. This URL is crucial as it will be used to fetch payment details from Razorpay. Make sure to copy this URL and proceed to the Razorpay dashboard to set up the webhook.

3. Configuring the Razorpay Webhook

Now that you have the webhook URL from Pabbly Connect, you need to configure it in Razorpay. Log into your Razorpay dashboard, navigate to the settings, and find the webhooks section. Click on ‘Add New Webhook’ to create a new webhook.

• Paste the copied webhook URL into the URL field.
• Select ‘Payment Captured’ as the active event.
• Click ‘Create Webhook’ to save your settings.

Once the webhook is set up, Razorpay will start sending payment data to Pabbly Connect whenever a payment is captured. This is a crucial step to ensure that customer details are automatically sent to Apollo CRM.

4. Testing the Integration with a Demo Purchase

To ensure that everything is working correctly, you need to perform a test payment. Navigate to the Razorpay payment page and make a demo purchase. Fill in the customer details, such as name, email, and phone number, and complete the payment process.

After completing the demo payment, return to Pabbly Connect to see if the customer details have been captured. You should see the payment details and customer information displayed in the response section. This confirms that Razorpay is successfully sending data to Pabbly Connect.

5. Adding Razorpay Customers to Apollo CRM Automatically

With the demo payment successfully captured, the next step is to add the customer to Apollo CRM. In Pabbly Connect, select Apollo as the action application and choose ‘Create Contact’ as the action event. This action will take the customer data received from Razorpay and add it to your Apollo CRM account.

You will need to connect your Apollo account by providing the API key. Once connected, map the customer data fields from Razorpay to the respective fields in Apollo. This includes first name, last name, email, and organization name. After mapping the fields, click on ‘Save and Send Test Request’ to verify the connection.

Upon successful execution, you will see the new customer listed in your Apollo CRM contacts. This automation will now run seamlessly, adding any future Razorpay customers to Apollo CRM automatically, enhancing your workflow efficiency.

Conclusion

In this tutorial, you learned how to integrate Razorpay with Apollo CRM using Pabbly Connect. This step-by-step guide walked you through accessing Pabbly Connect, setting up triggers, configuring webhooks, testing the integration, and finally, adding customers to Apollo CRM automatically. By automating this process, you can save time and improve productivity in managing customer data.