Learn how to automate the addition of Razorpay customers to GoHighLevel CRM using Pabbly Connect. Step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start the integration of Razorpay with GoHighLevel CRM, you first need to access Pabbly Connect. Navigate to the Pabbly website and enter Pabbly.com/connect
in your browser’s address bar.
Once there, you have two options: sign up for a new account or log in if you already have one. Signing up is free and gives you access to 100 free tasks each month to practice using Pabbly Connect efficiently.
2. Creating a New Workflow in Pabbly Connect
After logging into Pabbly Connect, click on the ‘Create Workflow’ button to initiate a new integration. Name your workflow something descriptive, like ‘Razorpay to GoHighLevel Integration,’ and click on the create button.
In the workflow dashboard, you will see two sections: Trigger and Action. The Trigger section is where you will define the event that starts the automation, and the Action section is where you specify what happens as a result.
- Select Razorpay as the application for the Trigger.
- Choose the event ‘Payment Captured’ to trigger when a payment is made.
- Copy the generated webhook URL for the next steps.
This setup allows Pabbly Connect to listen for payment events from Razorpay, which is crucial for the integration to work.
3. Configuring Razorpay Webhooks
With the webhook URL copied, log in to your Razorpay account. Navigate to the Webhooks section under Settings. Here, click on ‘Add New Webhook’ to configure the connection between Razorpay and Pabbly Connect.
Paste the copied webhook URL into the appropriate field and select the event ‘Payment Captured’. This ensures that every time a payment is made, Razorpay will send the details to Pabbly Connect.
- Click ‘Create Webhook’ to finalize the setup.
- Ensure the webhook is active and properly configured.
Now, Pabbly Connect is ready to receive data from Razorpay whenever a payment occurs. This step is essential for automating customer data management.
4. Setting Up GoHighLevel CRM in Pabbly Connect
Next, you will set up the action event in Pabbly Connect to create a new contact in GoHighLevel CRM. Select GoHighLevel as the application for the Action section and choose the action event ‘Create Contact’.
To connect your GoHighLevel account, you will need to provide an API key. Navigate to your GoHighLevel account, find the API key under Settings, and copy it. Return to Pabbly Connect and paste the API key to establish the connection.
Select the correct API key based on your account type. Map the necessary fields from Razorpay to GoHighLevel.
This mapping allows Pabbly Connect to automatically transfer customer details from Razorpay to GoHighLevel, streamlining your customer management process.
5. Testing the Integration and Finalizing Setup
After setting up the mapping, it’s time to test the integration. Make a test payment through your Razorpay payment page to see if the details are captured correctly in Pabbly Connect.
Once the payment is successful, check Pabbly Connect to see if it has received the webhook response. If everything is set up correctly, the customer details should appear in your GoHighLevel account as a new contact.
This automation ensures that every payment made through Razorpay is automatically logged in GoHighLevel CRM, allowing you to manage your leads efficiently.
Conclusion
Using Pabbly Connect, you can easily automate the process of adding Razorpay customers to GoHighLevel CRM. This integration not only saves time but also helps in effective customer management.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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