Integrating Cashfree Payments with LeadSquared Using Pabbly Connect

Learn how to automate the creation of LeadSquared leads from Cashfree payments using Pabbly Connect in this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process between Cashfree and LeadSquared, you need to access Pabbly Connect. Simply visit the Pabbly website and sign in to your account. If you’re a new user, you can sign up for free to get started.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow to automate the process of generating leads in LeadSquared whenever a payment is made through Cashfree.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button to initiate a new automation. Give your workflow a name, such as ‘Create LeadSquared Lead on Cashfree Payment’. This will help you identify the workflow later. using Pabbly Connect

• Choose a suitable folder for your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two boxes: one for the trigger and the other for the action. The trigger will be the event that starts the automation, while the action will be the event that occurs as a result.

3. Setting Up Trigger Event for Cashfree Payments

Next, you will need to set up the trigger event in Pabbly Connect. Select Cashfree as the trigger application. The event you want to choose is ‘Payment Success’, which signifies that a payment has been completed successfully. using Pabbly Connect

To connect Cashfree with Pabbly Connect, you will be provided with a webhook URL. Copy this URL and head over to your Cashfree account. Navigate to the developers section and find the option for webhooks. Here, you will paste the copied URL to establish the connection.

4. Configuring Action to Create Lead in LeadSquared

After setting up the trigger, it’s time to configure the action that will create a lead in LeadSquared. Select LeadSquared as the action application and choose the event ‘Create Lead’. This action will create a new lead in your LeadSquared account whenever a payment is processed through Cashfree. using Pabbly Connect

In this step, you will need to map the data from Cashfree to LeadSquared. For instance, you can map the name, email, and phone number fields. This ensures that the correct information is transferred from Cashfree to LeadSquared seamlessly.

• Enter the required fields such as First Name, Last Name, Email, and Phone Number.
• Click on ‘Save’ to finalize the action configuration.

Once you have saved the action, you can test the workflow to ensure that it works as expected. This will help verify that leads are being created correctly in LeadSquared upon successful payments.

5. Testing the Integration and Verification

Finally, it’s time to test the entire workflow. Make a test payment through Cashfree to see if a lead is created in LeadSquared. After completing the payment, check your LeadSquared account to verify that the lead has been generated with the correct details.

If everything is set up correctly, you should see the newly created lead reflecting the details you entered during the payment process. This confirms that the integration between Cashfree and LeadSquared via Pabbly Connect is functioning properly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of leads in LeadSquared from Cashfree payments. By following these steps, you can streamline your lead generation process and save valuable time.