Integrating Razorpay Payments with Salesforce CRM Automatically Using Pabbly Connect

Learn how to automate the integration of Razorpay payments with Salesforce CRM using Pabbly Connect through a step-by-step tutorial. Streamline your payment processes now! 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 with Salesforce CRM automatically, the first step is to access Pabbly Connect. You can do this by visiting Pabbly.com/connect in your web browser. This will take you to the Pabbly Connect homepage where you have two options: sign in or sign up for free.

If you are a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks every month. If you already have an account, simply log in. Once signed in, you will see all Pabbly applications and can access Pabbly Connect by clicking on the ‘Access Now’ button to reach the dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow for the integration. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to choose between the new beta version or the classic version of the workflow builder.

• Select the beta version for a modern and flexible approach.
• Name your workflow as ‘Add Razorpay Payments to Salesforce CRM Automatically’.
• Choose a folder to save your workflow, such as ‘Automations’.

After naming your workflow and selecting the appropriate folder, click the ‘Create’ button to proceed. This action sets up the foundation for your integration process using Pabbly Connect.

3. Setting Up the Trigger for Razorpay Payments

The next step in the integration process is to set up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select Razorpay as the application. Choose ‘Payment Captured’ as the trigger event, then click on ‘Connect’ to establish the connection.

Upon connecting, you will receive a webhook URL. Copy this URL, as it will be used to connect Razorpay with Pabbly Connect. Log into your Razorpay account, navigate to the ‘Developers’ section in the left sidebar, and select ‘Webhooks’. Click on the ‘Add a New Webhook’ button and paste the copied webhook URL into the designated field.

4. Testing the Connection and Payment Capture

Once the webhook is set up in Razorpay, you need to test the connection to ensure everything is functioning correctly. Go back to your Razorpay payment page and make a test payment. Fill in the required fields, select UPI as the payment method, and complete the transaction.

After successfully making the payment, return to Pabbly Connect and check for a response from the webhook. You should see the details of the payment captured, including the order ID, customer name, email, and phone number. This confirms that the trigger is working properly and that Razorpay is connected to Pabbly Connect.

5. Creating a Contact in Salesforce from Razorpay Payments

With the trigger successfully set up and tested, the final step is to create a new contact in Salesforce whenever a payment is captured. In Pabbly Connect, add an action step and select Salesforce as the application. Choose ‘Create Contact’ as the action event, and click on ‘Connect’ to establish the connection.

Map the fields from the Razorpay payment details to the Salesforce contact fields, such as first name, last name, email, and phone number. After mapping the required fields, click on the ‘Save and Send Request’ button to create the contact. You should receive a confirmation response indicating that the contact has been successfully created in Salesforce.

Conclusion

In this tutorial, we explored how to integrate Razorpay payments with Salesforce CRM automatically using Pabbly Connect. By following the outlined steps, you can streamline your payment processes and ensure that new contacts are created in Salesforce whenever a payment is made. This automation enhances efficiency and helps manage customer data effectively.