Integrate Zoho CRM Tasks with Razorpay Payments Using Pabbly Connect

Learn how to automate Zoho CRM tasks when payments are received on Razorpay using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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 Automation

To create Zoho CRM tasks when a payment is received on Razorpay, start by accessing Pabbly Connect. Open your web browser and navigate to Pabbly.com/connect. This platform allows you to integrate various applications easily without needing any programming knowledge.

Once on the Pabbly Connect landing page, you can either sign in if you are an existing user or click on the ‘Sign Up for Free’ button to create a new account. New users get 100 tasks free every month, which is perfect for exploring the application’s capabilities. After signing in, you will be directed to your dashboard where you can start creating your workflow.

2. Creating a Workflow in Pabbly Connect

To set up the integration, click on the ‘Create Workflow’ button in your Pabbly Connect dashboard. You will be prompted to select between the new workflow builder and the classic one. Choose the new workflow builder for a more modern interface. using Pabbly Connect

• Click on ‘Create Workflow’.
• Select the new workflow builder.
• Name your workflow and choose a folder to save it.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This action opens the main workflow window, where you can set up triggers and actions. The trigger will be set to capture payments from Razorpay, which will initiate the creation of tasks in Zoho CRM.

3. Setting Up the Trigger for Razorpay Payments

In the workflow window, click on the ‘Add Trigger’ button. Search for and select ‘Razorpay’ as your trigger application. For the event, choose ‘Payment Captured’ and click on ‘Connect’. This step is crucial as it will allow Pabbly Connect to listen for payment events from Razorpay. using Pabbly Connect

Once connected, Pabbly Connect will provide you with a webhook URL. Copy this URL and go to your Razorpay dashboard. Navigate to the ‘Developers’ section, then to ‘Webhooks’, and click on ‘Add Webhook’. Paste the copied URL into the webhook URL field, and select ‘Payment Captured’ as the active event.

• Copy the webhook URL from Pabbly Connect.
• Go to Razorpay, add a new webhook, and paste the URL.
• Select ‘Payment Captured’ for the event.

After saving the webhook, return to Pabbly Connect, where it will indicate that it is waiting for a webhook response. This means you need to perform a test payment to capture the response.

4. Testing the Integration with a Payment

To test the integration, navigate to the payment page of your course and initiate a test purchase. Complete the payment process as a customer would. Once the payment is successful, Pabbly Connect will capture the response, which includes the payment details. using Pabbly Connect

After completing the test payment, return to Pabbly Connect. You should see the captured payment details in the workflow. This confirms that the trigger is functioning correctly and that Pabbly Connect is receiving data from Razorpay.

Now that you have confirmed the trigger works, the next step is to set up actions in Zoho CRM. This will involve creating a new contact and a task based on the payment information received from Razorpay.

5. Creating Tasks in Zoho CRM via Pabbly Connect

In your Pabbly Connect workflow, click on ‘Add Action Step’ and select ‘Zoho CRM’ as the action application. For the event, choose ‘Create Contact’ and connect your Zoho CRM account by entering the required domain information. using Pabbly Connect

Once connected, map the necessary fields such as first name and last name from the Razorpay payment response. After mapping the details, click on ‘Save and Send Test Request’. This will create a new contact in Zoho CRM using the information from the payment.

Select ‘Zoho CRM’ and choose ‘Create Contact’. Map payment details to the contact fields. Click on ‘Save and Send Test Request’.

After successfully creating the contact, add another action step to create a task in Zoho CRM. Select ‘Create Task’ for the event, and map the contact information to ensure the task is linked to the correct customer. This task will help your sales team follow up with the new client effectively.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of creating Zoho CRM tasks whenever a payment is received on Razorpay. This integration streamlines your workflow, ensuring that your sales team can follow up promptly with new clients. By following the steps outlined in this tutorial, you can set up a seamless connection between Razorpay and Zoho CRM.