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

Learn how to integrate Salesflare with Razorpay using Pabbly Connect. This detailed guide provides step-by-step instructions for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To integrate Salesflare with Razorpay, first access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. Begin by creating an account on Pabbly Connect if you haven’t already.

Once logged in, navigate to the dashboard. Here, you can start creating a new workflow that will connect Salesflare and Razorpay. This is crucial for automating the process of creating Razorpay customers from new Salesflare contacts.

2. Create a New Workflow in Pabbly Connect

To initiate the integration, click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow. Choose a descriptive name that reflects the integration purpose, such as ‘Salesflare to Razorpay Customer Creation’.

• Select Salesflare as the trigger application.
• Choose the trigger event, which is ‘New Contact’.
• Connect your Salesflare account by following the authentication process.

After setting the trigger, you can test it to ensure that it captures new contacts from Salesflare. This step is essential to confirm that your integration will work correctly before moving on to the next stage.

3. Set Up Razorpay Action in Pabbly Connect

Next, you will configure the action part of your workflow. In Pabbly Connect, select Razorpay as the action application. The action you want to perform is ‘Create Customer’. This step is vital for creating a new customer in Razorpay whenever a new contact is added in Salesflare.

To set this up, you will need to authenticate your Razorpay account. Once authenticated, you will be prompted to fill in the necessary details for the customer creation, such as:

• Customer name
• Email address
• Phone number

Make sure to map these fields to the corresponding data from Salesflare. This ensures that the correct information is sent to Razorpay when a new contact is created.

4. Test the Integration

After configuring the action, it’s time to test your integration. In Pabbly Connect, you can run a test to check if the Razorpay customer is created successfully from a Salesflare contact. This is an important step to validate that your workflow functions as intended.

To perform the test, create a new contact in Salesflare. After saving the contact, return to Pabbly Connect to see if the test was successful. If everything is configured correctly, you should see a new customer entry in your Razorpay account.

5. Activate Your Pabbly Connect Workflow

Once the testing phase is complete and successful, you can activate your workflow in Pabbly Connect. This will ensure that every time a new contact is added in Salesflare, a corresponding customer is created in Razorpay automatically.

To activate, simply toggle the switch to enable the workflow. This automation will save you time and reduce manual entry errors, streamlining your payment processing setup.

Conclusion

In this tutorial, we demonstrated how to integrate Salesflare with Razorpay using Pabbly Connect. By following these steps, you can automate the process of creating Razorpay customers from new Salesflare contacts, enhancing your efficiency and productivity.