Integrate Razorpay and Freshdesk Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Razorpay with Freshdesk using Pabbly Connect to automatically create contacts for paid invoices. Follow this detailed tutorial now! 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. Access Pabbly Connect to Set Up Integration

To integrate Razorpay with Freshdesk, first access Pabbly Connect. Go to the Pabbly website and navigate to the Connect section. You can sign in or create a free account if you haven’t already.

Once logged in, click on the option to create a new workflow. This is where you will set up the integration between Razorpay and Freshdesk. The process is user-friendly and does not require coding knowledge.

2. Create a Workflow for Razorpay and Freshdesk Integration

In Pabbly Connect, you need to create a workflow by naming it appropriately, such as ‘Razorpay to Freshdesk’. This helps in identifying the integration later. Select Razorpay as the trigger application.

• Choose the trigger event as ‘Invoice Paid’.
• Copy the generated webhook URL.
• Paste this URL into your Razorpay dashboard under the webhook settings.

After setting the webhook, you can test the connection by making a payment in Razorpay. This will allow Pabbly Connect to capture the webhook response, which includes details about the paid invoice.

3. Configure Razorpay to Send Webhook Data

In your Razorpay account, ensure you are in the correct mode (test or live). Navigate to the settings and find the webhooks section. Here, you will add a new webhook with the URL copied from Pabbly Connect.

Set the active event to ‘Invoice Paid’ and save the webhook. This step is crucial as it allows Razorpay to communicate with Pabbly Connect whenever an invoice is paid, triggering the next steps in your workflow.

4. Create a Freshdesk Contact from Razorpay Data

Once you have the webhook set up, go back to Pabbly Connect and proceed to create an action step. Choose Freshdesk as the action application and select ‘Create Contact’ as the action event.

• Enter your Freshdesk API key and account password.
• Map the fields from the Razorpay webhook response to Freshdesk, such as the customer name and email.

After saving the configuration, test the integration to ensure that a new contact is created in Freshdesk whenever an invoice is paid in Razorpay. This seamless flow is powered by Pabbly Connect.

5. Verify the Integration in Freshdesk

To confirm that the integration is working properly, check your Freshdesk account for the newly created contact. You should see the contact details populated with the information from Razorpay.

If the contact is marked as unverified, you can send an activation email to the customer from Freshdesk. Once they click the link in the email, their account will be verified and fully functional. This process ensures that every paid invoice in Razorpay automatically creates a contact in Freshdesk through Pabbly Connect.

Conclusion

Integrating Razorpay with Freshdesk using Pabbly Connect simplifies the process of managing customer contacts. By setting up this automation, you ensure that every paid invoice generates a new contact in Freshdesk, streamlining your customer management effectively.