How to Create a Contact in Keap on Successful Payment in Instamojo Using Pabbly Connect

Learn how to automate the process of creating contacts in Keap when a payment is made in Instamojo using Pabbly Connect. Follow our step-by-step guide.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automate the process of creating contacts in Keap when a payment is made in Instamojo, you need to set up Pabbly Connect. This integration allows seamless communication between these two platforms, ensuring that customer data is captured automatically.

After logging into your Pabbly Connect account, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Sync All Instamojo Customers with Keap CRM Automatically’. This will help you identify the workflow later on.

2. Connecting Instamojo to Pabbly Connect

In this step, you will connect Instamojo as the trigger application in Pabbly Connect. Select Instamojo from the applications list and choose the trigger event as ‘New Sale’. This means that the automation will be triggered whenever a new payment is received.

• Select ‘New Sale’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Instamojo dashboard and paste this URL in the webhook settings.

Once you have set this up, make a test payment in Instamojo to ensure that Pabbly Connect receives the payment details. This test will confirm that the connection is working correctly.

3. Fetching Customer Details from Instamojo

After you receive a successful payment notification in Pabbly Connect, the next step is to fetch the customer details. You will need to connect Instamojo again, this time selecting the action event ‘Get Payment Details’. This allows you to retrieve the full details of the customer who made the payment.

To do this, you will need to provide the API key and auth token from your Instamojo account. Here’s how to do it:

• Go to your Instamojo account and navigate to API settings.
• Copy the API key and auth token.
• Paste these details into the respective fields in Pabbly Connect.

Once you have mapped the payment ID from the previous step, click on ‘Save and Send Test Request’. This will retrieve the customer details, which will be used to create a contact in Keap.

4. Creating Contact in Keap

With the customer details fetched, the next step is to create a contact in Keap using Pabbly Connect. Select Keap as your action application and choose the action event ‘Create or Update Contact’. This will ensure that every time a payment is made, the customer’s details are added to your Keap CRM.

Map the customer information retrieved from Instamojo into the respective fields in Keap. For example, map the email address, name, and phone number to the appropriate fields. This mapping is crucial as it ensures that the correct data is sent to Keap.

Once you have completed the mapping, click on ‘Save and Send Test Request’. Check your Keap account to ensure that the new contact has been created successfully. This confirms that the integration via Pabbly Connect is functioning as expected.

5. Finalizing Your Automation with Pabbly Connect

Now that you have successfully set up the integration between Instamojo and Keap through Pabbly Connect, every time a payment is made, the customer’s contact will be created automatically. This automation saves time and ensures that you never miss capturing customer data.

To finalize, return to your Pabbly Connect dashboard and review your workflow. Ensure that all connections are active and that the workflow is turned on. You can also clone this workflow for other payment links or use cases.

This automation will allow you to focus on other important aspects of your business while Pabbly Connect handles the task of syncing customer data seamlessly.

Conclusion

In this tutorial, we explored how to create a contact in Keap automatically when a payment is made in Instamojo using Pabbly Connect. By following these steps, you can streamline your customer management process and enhance your workflow efficiency.