How to Create Apollo.io Contact on Cashfree Payment with Pabbly Connect

Learn how to automate creating Apollo.io contacts from Cashfree payments using Pabbly Connect in this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of creating Apollo.io contacts from Cashfree payments, first access Pabbly Connect. This platform enables seamless integration between various applications, including Cashfree and Apollo.io.

After visiting the Pabbly Connect website, sign in to your account. If you are a new user, you can sign up for free and get 100 free tasks each month. Once logged in, select the Pabbly Connect option to access the dashboard.

2. Creating a Workflow in Pabbly Connect

Next, create a workflow in Pabbly Connect to automate the integration. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.

• Name the workflow as ‘Create Apollo.io Contact on Cashfree Payment’.
• Select the folder where you want to save this workflow, such as ‘Cashfree Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

This process establishes the foundation for your automation, allowing Pabbly Connect to handle the trigger and action steps effectively.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select Cashfree as the trigger application. The trigger event should be set to ‘Payment via Form’.

After selecting the trigger application, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect Cashfree with Pabbly Connect.

Log into your Cashfree account, navigate to the Developers section, and then select Webhooks. Click on ‘Add Webhook Endpoint’ and paste the copied URL into the Webhook URL field. Finally, click on the ‘Test and Add’ button to verify the connection.

4. Testing Payment and Capturing Response in Pabbly Connect

Once the webhook is set up, you need to test the payment process. Use the payment form you created in Cashfree to conduct a test transaction. Fill in the customer details and complete the payment process.

After the payment is successful, return to your Pabbly Connect workflow. You should see the test response captured in the trigger section, indicating that Cashfree successfully communicated with Pabbly Connect.

This successful response confirms that the integration is working properly. It allows you to proceed with the next steps of creating a contact in Apollo.io based on the captured payment details.

5. Creating a Contact in Apollo.io Using Pabbly Connect

Now it’s time to create a contact in Apollo.io with the details received from Cashfree. In your Pabbly Connect workflow, add an action step and select Apollo.io as the action application. Choose ‘Create Contact’ as the action event.

Connect your Apollo.io account by entering the required API key. You can obtain this key from the Apollo developer portal by creating a new key specifically for contact creation.

• Map the customer details from the previous Cashfree payment response to the corresponding fields in Apollo.io.
• Ensure to split the customer name into first and last names if necessary.
• Click on ‘Save and Send Test Request’ to create the contact.

Upon successful creation, you should see the new contact in your Apollo.io account, confirming that the integration via Pabbly Connect has been successful.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Apollo.io contacts from Cashfree payments using Pabbly Connect. By following these steps, you can streamline your customer management process and enhance your workflow efficiency.