Razorpay to Zoho CRM Automation – Sync Payments Instantly

Learn how to automate payment syncing from Razorpay to Zoho CRM using Pabbly Connect. Follow this detailed tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay and Zoho CRM Integration

To start the automation process using Pabbly Connect, visit the Pabbly website and sign in to your account. If you are a new user, sign up for a free account to access 100 tasks monthly. This allows you to test the integration features of Pabbly Connect with Razorpay and Zoho CRM.

Once logged in, navigate to the Pabbly Connect dashboard. Here you can create new workflows. Click on the ‘Create Workflow’ button, which will allow you to set up the integration between Razorpay and Zoho CRM.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, select the option to create a new workflow. Name your workflow something descriptive, such as ‘Razorpay to Zoho CRM Automation – Sync Payments Instantly’. This name will help you identify the workflow later.

• Click on ‘Create’ to initiate the workflow setup.
• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.

After setting the trigger, Pabbly Connect will provide you with a webhook URL. This URL will be used to connect Razorpay with your Pabbly workflow. Copy this URL for the next steps.

3. Configuring Razorpay for Webhook Integration with Pabbly Connect

To set up Razorpay, log into your Razorpay account and navigate to the ‘Developers’ section. Under this section, select ‘Webhooks’ and click on ‘Add New Webhook’. Here, paste the webhook URL obtained from Pabbly Connect.

• Enter the secret key for security.
• Select ‘Payment Captured’ as the active event to trigger the webhook.

Once configured, save the webhook settings. This will enable Razorpay to send payment data to Pabbly Connect whenever a new payment is captured.

4. Integrating Zoho CRM with Pabbly Connect

Next, return to Pabbly Connect to set up the action application. Select Zoho CRM as the action application and choose ‘Insert/Update Record’ as the action event. This step will allow you to create a new lead in Zoho CRM based on the payment details captured from Razorpay.

Connect your Zoho CRM account by providing the domain and granting the necessary permissions. Map the fields from Razorpay to Zoho CRM, ensuring that all relevant payment information is transferred correctly.

After mapping the fields, save the action settings. This will ensure that every time a payment is captured, a corresponding lead is created in Zoho CRM through Pabbly Connect.

5. Testing the Automation Workflow

To ensure everything is set up correctly, perform a test payment through Razorpay. Enter the required details such as email, phone number, and payment method. Once the payment is processed, check your Zoho CRM to see if the lead was created successfully.

Refresh the leads page in Zoho CRM, and you should see the new lead populated with the payment information entered during the test. This confirms that the integration is working, and payments are being synced instantly through Pabbly Connect.

Conclusion

By using Pabbly Connect, you can seamlessly integrate Razorpay with Zoho CRM, allowing for instant payment syncing and lead generation. This automation saves time and improves efficiency in managing customer data.