How to Create Zoho CRM Contact on Instamojo Payment Using Pabbly Connect

Learn how to automate Zoho CRM contact creation with Instamojo payments using Pabbly Connect. Follow this detailed tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Zoho CRM contact on Instamojo payment, you need to start by accessing Pabbly Connect. Open your browser and visit Pabbly.com/connect. This platform will allow you to automate the entire process of integrating Instamojo with Zoho CRM.

Once on the landing page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to get 100 tasks free each month. Existing users can simply click on ‘Sign in’ to access their accounts. After signing in, look for the option ‘Access Now’ under Pabbly Connect to start creating your workflows.

2. Creating Your Workflow in Pabbly Connect

Now that you have accessed Pabbly Connect, the next step is to create a new workflow. Click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow and select a folder to save it in. Name your workflow something like ‘Create Zoho CRM Contact on Instamojo Payment’ and select the folder labeled ‘Automations’.

• Click on ‘Create’ to open the workflow window.
• This window contains the trigger and action settings needed for your automation.
• Ensure you understand the difference between triggers (events that start the workflow) and actions (what happens as a result).

With this setup, you are ready to proceed with selecting your trigger application.

3. Selecting Trigger Application: Instamojo

For this automation, the trigger application will be Instamojo. In the workflow window, search for Instamojo and select the version V2. This is crucial as it allows you to set up the correct trigger event.

Choose the trigger event as ‘New Sale’. This means that every time a new sale is made through Instamojo, it will trigger the workflow. After selecting the event, Pabbly Connect will provide you with a Webhook URL which is essential for connecting your Instamojo account.

• Copy the Webhook URL provided by Pabbly Connect.
• Log into your Instamojo account and navigate to the product settings where you want to set the Webhook.

This setup will ensure that your Instamojo transactions are linked with Pabbly Connect for automated contact creation.

4. Configuring Instamojo for Webhook Integration

To configure Instamojo, go to the product page settings and find the section for Webhooks. First, ensure the Webhook feature is turned on. Then, paste the Webhook URL you copied from Pabbly Connect into the designated field.

Set the information to be sent to ‘Successful Payments’. This means that the workflow will only trigger when a payment is successfully completed. After entering the URL and selecting the payment information, click on ‘Save and Update’ to finalize your settings.

Switch the Webhook setting to ON. Ensure you select ‘Successful Payments’ for information to be sent.

Now your Instamojo account is successfully connected to Pabbly Connect, and the workflow is ready to capture payment details.

5. Creating a Zoho CRM Contact

With the trigger set, it’s time to create a contact in Zoho CRM. In the action application section, select Zoho CRM and choose the action event as ‘Create Contact’. This is where Pabbly Connect will help you automate the addition of new contacts based on payment data.

If you have previously connected your Zoho CRM account, select the existing connection. Otherwise, click on ‘Add New Connection’ and input your Zoho domain. After successfully connecting, map the necessary fields from the Instamojo response to the Zoho CRM fields.

Map fields like First Name, Last Name, and Email from the payment data. Use the ‘Split Text’ feature in Pabbly Connect if you need to separate first and last names.

Once all fields are mapped correctly, test the workflow to ensure that a new contact is created in Zoho CRM for every successful payment made through Instamojo.

Conclusion

In conclusion, using Pabbly Connect to automate the creation of Zoho CRM contacts from Instamojo payments streamlines your business operations effectively. By following the steps outlined in this tutorial, you can save time and ensure accurate customer data management.