Integrate Stripe and LeadSquared CRM Using Pabbly Connect

Learn how to automate adding users to LeadSquared CRM upon Stripe payment using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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. Accessing Pabbly Connect for Integration

To start integrating Stripe with LeadSquared CRM, you first need to access Pabbly Connect. Simply visit the Pabbly Connect dashboard by searching for ‘Pabbly.com/connect’ in your browser.

If you don’t have an account, click on ‘Sign Up Free’ to create your account in just two minutes. If you already have an account, click on ‘Sign In’ to log in. Once logged in, click on ‘Create Workflow’ to begin your automation.

2. Setting Up Your Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Name your workflow, for example, ‘Stripe to LeadSquared’ and click on ‘Create’. This opens the workflow with two main windows: the trigger window and the action window.

• In the trigger window, search for ‘Stripe’.
• Select ‘New Charge’ as the trigger event.
• Pabbly Connect will generate a webhook URL for you.

Copy this webhook URL to connect Stripe with Pabbly Connect. This URL will allow Pabbly to receive data whenever a new payment is made on Stripe.

3. Connecting Stripe to Pabbly Connect

Next, navigate to your Stripe account. Make sure you are in test mode to conduct a test payment. Click on the ‘Developers’ tab and select ‘Webhooks’. Here, you will add the webhook URL copied from Pabbly Connect.

• Click on ‘Add Endpoint’ and paste the webhook URL.
• Select the event ‘charge.succeeded’ to trigger the webhook.
• Finally, click on ‘Add Endpoint’ to save the configuration.

Once this is done, Pabbly Connect will be waiting for a webhook response from Stripe, confirming that the integration is successful.

4. Testing the Integration with a Payment

To test the integration, go back to your Stripe payment links and initiate a test payment. Enter the details of a dummy customer, including their email and phone number, and complete the payment.

Once the payment is successful, Pabbly Connect will receive the response from Stripe. You can check the trigger window in Pabbly Connect to see the details of the payment, including the customer’s name, email, and amount.

5. Adding the User to LeadSquared CRM

Now that you have received the payment details, the next step is to add the customer as a new lead in LeadSquared CRM. In the action window of Pabbly Connect, search for ‘LeadSquared’ and select ‘Create or Update Lead’ as the action event.

Connect your LeadSquared account by entering the required API details, including access key and secret key. After connecting, you will need to map the customer details from Stripe into the LeadSquared fields, such as first name, email, and phone number.

Finally, click on ‘Save and Send Test Request’. If successful, you will see that the customer is now added as a lead in your LeadSquared CRM. You can verify this by checking the leads section in your LeadSquared account.

Conclusion

In this tutorial, we demonstrated how to automate the process of adding users to LeadSquared CRM upon receiving a payment through Stripe using Pabbly Connect. This integration streamlines your workflow, saving you time and ensuring that all customer data is captured efficiently.