Send New Customer Details to CRM Automatically

Learn how to automatically send new customer details to Zoho CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Begin Integration

To start the process of automatically sending new customer details to Zoho CRM, you first need to access Pabbly Connect. Open your web browser and navigate to Pabbly.com/connect. This platform will facilitate the integration between your payment gateway and Zoho CRM.

If you are a new user, click on the ‘Sign Up Free’ button to create an account, which provides you with 100 free tasks each month. Existing users should simply sign in. Once signed in, you will see the dashboard where you can access all Pabbly applications.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to select between the beta and classic versions of the workflow builder. Choose the beta version for a modern experience.

• Click the ‘Select’ button for the beta version.
• Name your workflow as ‘Send New Customer Details to CRM Automatically’.
• Select a folder for your workflow, such as ‘Automations’.

Finally, click on the ‘Create’ button to finalize your workflow setup. This workflow will now allow you to automate the process of sending customer details to Zoho CRM whenever a new payment is received.

3. Setting Up the Trigger with Razorpay

The next step in Pabbly Connect is to set up the trigger. Since we are using Razorpay as the payment gateway, select Razorpay as your trigger app. For the app event, choose ‘Payment Captured’. Click on ‘Connect’ to establish the connection.

After clicking connect, you will receive a webhook URL. Copy this URL and go to your Razorpay account. Navigate to the ‘Developers’ section and select ‘Webhooks’. Click on ‘Add New Webhook’ and paste the copied URL. Set the active event to ‘Payment Captured’ and save the webhook.

4. Testing Payment and Receiving Response

To test your setup in Pabbly Connect, you need to make a test payment through your Razorpay payment page. Enter dummy customer details, including first name, last name, and email, and proceed with the payment.

• Fill in the test payment details accurately.
• Select UPI as the payment method.
• Click on ‘Verify and Pay’ to complete the transaction.

Upon successful payment, return to Pabbly Connect and check if you have received a response with all customer details. This confirms that the trigger setup is working correctly.

5. Adding Action Step to Create Contact in Zoho CRM

Now that you have successfully set up the trigger, it’s time to add an action step in Pabbly Connect to create a contact in Zoho CRM. Select Zoho CRM as the action app and choose ‘Create Contact’ as the app event. Click on ‘Connect’ to establish the connection.

When prompted, enter your Zoho account domain. Once connected, map the customer details received from Razorpay to the respective fields in Zoho CRM, like first name, last name, and email. After mapping, click on ‘Save and Send Test Request’.

Check your Zoho CRM account to confirm that a new contact has been created with the details provided during the test payment. Refresh the CRM page to see the newly created contact.

Conclusion

In this tutorial, we demonstrated how to automatically send new customer details to Zoho CRM using Pabbly Connect. By following these steps, you can streamline your customer management process and enhance your business operations effectively.