Integrate Razorpay with Gmail Using Pabbly Connect: A Step-by-Step Guide

Learn how to instantly get customer details via Gmail when an order is paid in Razorpay using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay and Gmail Integration

To start the process of integrating Razorpay with Gmail, first, you need to access Pabbly Connect. This platform allows you to automate workflows by connecting different applications seamlessly. Sign up for a free account on Pabbly Connect if you haven’t already.

Once logged in, navigate to the dashboard. Here, you’ll be able to create a new workflow that will connect Razorpay and Gmail. This integration will help you instantly get customer details when an order is paid through Razorpay.

2. Setting Up the Trigger in Pabbly Connect

The first step in the integration process is setting up the trigger in Pabbly Connect. This trigger will activate when a payment is made in Razorpay. Click on the ‘Create Workflow’ button to begin.

In the workflow setup, select Razorpay as your trigger application. You will need to choose the event that triggers the workflow, which is ‘Payment Successful’. This ensures that the workflow activates only when an order is successfully paid.

• Select Razorpay as the trigger application.
• Choose ‘Payment Successful’ as the trigger event.
• Connect your Razorpay account by following the prompts.

After configuring the trigger, test it to ensure it’s working correctly. This step is crucial as it confirms that Pabbly Connect is receiving data from Razorpay as expected.

3. Configuring Gmail Action in Pabbly Connect

Next, you will set up the action that will send an email via Gmail when a payment is received in Razorpay. In the workflow, select Gmail as your action application. This allows you to send customer details directly to your Gmail account.

Choose the action event as ‘Send Email’. You will need to configure the email settings, including the recipient’s email address, subject, and body. This is where you will include customer details received from Razorpay.

• Select Gmail as the action application.
• Choose ‘Send Email’ as the action event.
• Fill in the email details, using Razorpay data for personalization.

Test the Gmail action to ensure that the email is sent correctly with the customer details. This confirms that Pabbly Connect is effectively facilitating the integration between Razorpay and Gmail.

4. Finalizing and Testing the Integration

Once both the trigger and action are set up, it’s time to finalize the integration. Review the entire workflow in Pabbly Connect to ensure all settings are correct. Make sure that the data from Razorpay is correctly mapped to the fields in Gmail.

After confirming the settings, perform a final test by making a test payment in Razorpay. This will trigger the workflow and send an email via Gmail. Check your Gmail inbox to see if the email with customer details has been received.

If the email is received successfully, your integration is complete! If not, revisit the workflow in Pabbly Connect to troubleshoot any issues. Ensure that all connections and settings are properly configured.

5. Conclusion: Seamless Integration with Pabbly Connect

In this tutorial, we explored how to use Pabbly Connect to integrate Razorpay with Gmail. This integration allows you to instantly get customer details via Gmail whenever an order is paid in Razorpay. By following the steps outlined, you can automate your workflow and enhance your efficiency.

Using Pabbly Connect for this integration not only saves time but also ensures that you receive timely updates about customer payments directly in your inbox. Start using this integration today to streamline your processes!