Integrating Razorpay Payments into Zoho CRM with Pabbly Connect

Learn how to seamlessly integrate Razorpay payments into Zoho CRM using Pabbly Connect with our step-by-step tutorial. Automate your payment processes today! 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 integrate Razorpay payments into Zoho CRM, you need to access Pabbly Connect. Start by navigating to pabyt.com/connect in your web browser. This will take you to the Pabbly Connect homepage, where you can sign up or log in.

Once logged in, you will see the dashboard of Pabbly Connect. This is where you will create a workflow to automate the process of adding Razorpay payments to Zoho CRM. Click on the ‘Create Workflow’ button to get started.

2. Creating a Workflow in Pabbly Connect

In the workflow creation process, select the beta version for a modern approach. Name your workflow as ‘Add Razorpay Payments into Zoho CRM’ and choose a folder to save it. You can create new folders as needed to organize your workflows efficiently. using Pabbly Connect

• Select the beta version for flexibility.
• Name your workflow appropriately.
• Choose or create a folder for organization.

After setting up your workflow, you will need to define a trigger and action. The trigger will be a payment captured from Razorpay, which will initiate the process of creating a contact in Zoho CRM.

3. Setting Up the Trigger for Razorpay Payments

To set up the trigger, click on the ‘Add Trigger’ button in Pabbly Connect. Choose Razorpay as your application and select ‘Payment Captured’ as the event. This will allow Pabbly Connect to listen for new payments made through Razorpay.

Next, you will receive a webhook URL. Copy this URL and go to your Razorpay account. Under the ‘Developers’ section, find the ‘Webhooks’ option to create a new webhook. Paste the copied URL into the webhook setup dialogue and select ‘Payment Captured’ as the active event.

4. Mapping Data to Create a Contact in Zoho CRM

After setting up the webhook, return to Pabbly Connect to test the trigger. Make a test payment through Razorpay to generate the required data. You will see the payment details appear in Pabbly Connect, confirming that the trigger is working.

Now, add an action step to create a contact in Zoho CRM. Select Zoho CRM as your application and ‘Create Contact’ as the event. You’ll need to connect your Zoho account by entering the domain of your Zoho account. This step ensures that Pabbly Connect can send data to Zoho CRM.

• Select Zoho CRM for the action step.
• Map the data fields such as first name, last name, and email from the Razorpay payment details.
• Save the action to complete the setup.

After mapping the data, you can test the action to ensure that a new contact is created in Zoho CRM whenever a payment is captured in Razorpay.

5. Testing the Automation

Now that your workflow is set up, it’s time to test the automation. Make another test payment through Razorpay to see if a new contact is created in Zoho CRM. Refresh your Zoho CRM account to verify that the details of the new contact appear as expected.

This step confirms that Pabbly Connect successfully integrates Razorpay payments into Zoho CRM, automating the entire process. You should see the contact with the name, email, and phone number populated correctly in your Zoho CRM account.

Conclusion

By following these steps, you can easily integrate Razorpay payments into Zoho CRM using Pabbly Connect. This automation saves time and ensures that your customer data is always up to date, enhancing your CRM capabilities.