Automatically Create Freshdesk Contact for Paid Order in Razorpay with Pabbly Connect

Learn how to use Pabbly Connect to automatically create Freshdesk contacts for paid orders in Razorpay. Step-by-step guide included! 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. Setting Up Pabbly Connect for Razorpay and Freshdesk Integration

To begin the integration process, first access Pabbly Connect. This platform allows you to seamlessly connect Razorpay with Freshdesk. After signing in, you can create a new workflow that will automate the contact creation process for paid orders.

Once you are logged into Pabbly Connect, select the option to create a new workflow. You will need to name your workflow, which will help you identify it later. For this integration, we will name it ‘Razorpay to Freshdesk Contact Creation’.

2. Configuring Razorpay as the Trigger Application

In this step, you will configure Razorpay as the trigger application in Pabbly Connect. Select Razorpay from the list of applications and choose the trigger event as ‘Payment Captured’. This event will initiate the workflow whenever a payment is successfully captured.

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.
• Connect your Razorpay account by providing the required API keys.

After setting up Razorpay, test the trigger to ensure that it captures data correctly. This is crucial for the next steps where Pabbly Connect will use this information to create a Freshdesk contact.

3. Setting Up Freshdesk as the Action Application

Next, you will configure Freshdesk as the action application in Pabbly Connect. Select Freshdesk from the application list and choose the action event as ‘Create Contact’. This will allow you to automatically create a contact in Freshdesk whenever a payment is captured in Razorpay.

In the setup, you will need to map the fields from Razorpay to Freshdesk. This includes filling in details such as first name, last name, email, and phone number. Make sure to use the data captured from Razorpay to populate these fields accurately.

4. Testing the Integration in Pabbly Connect

Once you have configured both Razorpay and Freshdesk in Pabbly Connect, it’s time to test the integration. Click on the ‘Test’ button to send a test payment from Razorpay to Freshdesk. This will help you verify that the contact is created correctly in Freshdesk.

After testing, check your Freshdesk account to see if the contact has been created with the correct details. If everything looks good, you can proceed to enable the workflow. This will ensure that every time a payment is captured in Razorpay, a Freshdesk contact is created automatically.

5. Finalizing and Activating Your Workflow

To finalize your integration, return to Pabbly Connect and activate your workflow. This step is essential to ensure that the automation runs continuously without any manual intervention. You can also customize notifications to alert you whenever a new contact is created.

By activating this workflow, you will streamline your customer support process by automatically creating Freshdesk contacts for every paid order in Razorpay. This integration not only saves time but also enhances customer relationship management.

Conclusion

Using Pabbly Connect, you can easily integrate Razorpay and Freshdesk to automate the creation of contacts for paid orders. This step-by-step guide simplifies the process, enhancing efficiency and customer management.