Integrating Razorpay with PipeDrive Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to integrate Razorpay with PipeDrive automatically using Pabbly Connect to manage payment failures effectively. 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. Setting Up Pabbly Connect for Razorpay and PipeDrive Integration

To begin integrating Razorpay with PipeDrive, you need to access Pabbly Connect. Start by creating a free account on Pabbly Connect, which allows you to automate tasks without any coding skills. Once your account is set up, log in to access your dashboard.

On the dashboard, click on the ‘Create Workflow’ button. Name your workflow something like ‘On Payment Failure, Create a Deal in PipeDrive’ and click on the ‘Create’ button. This will initiate the process where Pabbly Connect will manage the integration between Razorpay and PipeDrive.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select Razorpay as your trigger application and choose the ‘Payment Failed’ event. This event will activate the workflow whenever a payment fails in Razorpay.

After selecting the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL and navigate to your Razorpay dashboard. Go to the ‘Settings’ section, find the ‘Webhooks’ tab, and add a new webhook by pasting the URL. Ensure that the ‘Payment Failed’ event is checked before saving the webhook.

• Select Razorpay as the trigger application.
• Choose the trigger event as ‘Payment Failed’.
• Copy the provided webhook URL and paste it in Razorpay’s webhook settings.

Once the webhook is configured, Pabbly Connect will start waiting for the response from Razorpay. This means you need to simulate a payment failure to capture the data.

3. Testing the Payment Failure Scenario

To test the webhook, you need to simulate a payment failure. Go to your Razorpay payment page and initiate a payment using test card details. When prompted for payment confirmation, cancel the transaction instead of completing it. This will create a payment failure scenario.

After canceling the payment, return to Pabbly Connect to check if the payment failure data has been captured. You should see the event labeled ‘Payment Failed’ along with customer details such as name, email, and phone number.

• Initiate a payment on Razorpay using test credentials.
• Cancel the payment to simulate a failure.
• Check Pabbly Connect for captured payment failure data.

With the data received, you can now proceed to set up the action in Pabbly Connect to create a new deal in PipeDrive.

4. Setting Up the Action in Pabbly Connect to Create a Deal

Now that you have the payment failure data, it’s time to set up the action step in Pabbly Connect. Search for PipeDrive as the action application and select the ‘Create a Deal’ action event. Click on ‘Connect’ and add a new connection using your PipeDrive API token.

To find your API token, log in to your PipeDrive account, navigate to ‘Settings’, then to ‘Personal Preferences’, and locate the API tab. Copy the API token and paste it into Pabbly Connect to establish the connection. Once connected, you can map the necessary fields from the Razorpay payment failure data to create a deal in PipeDrive.

Select PipeDrive as the action application. Choose ‘Create a Deal’ as the action event. Map the Razorpay data to the PipeDrive deal fields.

After mapping the fields, click on ‘Save and Send Test Request’ to create the deal in PipeDrive. You should see a success message, confirming that the deal has been created successfully.

5. Real-Time Example and Conclusion

To demonstrate that the integration works seamlessly, initiate another payment failure using a different test customer. Follow the same steps to cancel the payment. Once completed, check PipeDrive to verify that a new deal has been created for the latest payment failure.

This automated workflow ensures that whenever a payment fails in Razorpay, a new deal is automatically created in PipeDrive through Pabbly Connect. This not only saves time but also helps your team respond quickly to customer issues.

In conclusion, integrating Razorpay with PipeDrive using Pabbly Connect allows you to efficiently manage payment failures. By automating the process, you can retain customers and resolve their issues promptly. Start using Pabbly Connect today to streamline your payment management workflow.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.