How to Create HubSpot Contact on Cashfree Payment Using Pabbly Connect

Learn how to seamlessly create HubSpot contacts from Cashfree payments using Pabbly Connect in this detailed tutorial. Step-by-step guide included. 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

Accessing Pabbly Connect for Integration

To create HubSpot contacts from Cashfree payments, you first need to access Pabbly Connect. This platform enables seamless integration between multiple applications, including Cashfree and HubSpot. To begin, navigate to the Pabbly Connect website and sign in to your account.

If you are a new user, you can sign up for free and receive 100 tasks every month. Once logged in, you will see the dashboard where all Pabbly applications are listed. Click on the Access Now button under Pabbly Connect to proceed with the integration.

Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to automate the process of creating HubSpot contacts upon receiving payments through Cashfree. Click on the Create Workflow button located at the top right corner of the dashboard.

A dialog box will appear asking for a workflow name and folder selection. Name your workflow as Create HubSpot Contact on Cashfree Payment and select the appropriate folder, such as Cashfree Automations. After filling in these details, click on the Create button to finalize your workflow setup.

• Click on Create Workflow.
• Name your workflow appropriately.
• Select a relevant folder for organization.

Now, you will see two windows: one for triggers and the other for actions. The trigger is the event that starts the workflow, while actions are the tasks performed in response to that trigger.

Setting Up Trigger for Cashfree Payments

To set up the trigger for our workflow in Pabbly Connect, select Cashfree as the trigger application. This is essential because we want to capture payment events from Cashfree. For the trigger event, choose Payment via Form, as this is how we are collecting payments.

After selecting the trigger application and event, 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 select Webhooks.

• Select Cashfree as the trigger application.
• Choose Payment via Form as the event.
• Copy the provided webhook URL.

In the Cashfree Webhooks page, click on Add Webhook Endpoint and paste the copied URL. Test this connection by clicking on the Test and Add button. Upon success, you will see a confirmation message indicating that the webhook has been added successfully.

Capturing Payment Responses in Pabbly Connect

Now that the webhook is set up, it’s time to test the integration. Perform a test payment using Cashfree to see if Pabbly Connect captures the payment response correctly. Use the payment form you created in Cashfree to complete a transaction.

Once the payment is successful, return to your Pabbly Connect workflow and check if the response has been captured. You should see the transaction details, including the customer’s name, email, and payment status. This confirms that Cashfree is successfully connected to Pabbly Connect.

Perform a test payment using Cashfree. Return to Pabbly Connect to check for captured responses. Verify transaction details are accurate.

With the payment response successfully captured, you are now ready to set up the next action in your workflow, which is to create a contact in HubSpot.

Creating HubSpot Contact Using Pabbly Connect

To create a contact in HubSpot, add a new action step to your workflow in Pabbly Connect. Select HubSpot CRM as the action application and choose Create a Contact as the action event. Click on the Connect button to establish the connection with HubSpot.

Once connected, you will need to map the customer details from the previous step to the respective fields in HubSpot. This includes the customer’s name, email, phone number, and address. Mapping ensures that the data flows correctly from Cashfree to HubSpot, creating an accurate contact record.

Select HubSpot CRM as the action application. Choose Create a Contact as the action event. Map customer details to HubSpot fields.

After mapping all necessary fields, click on the Send Test Request button to finalize the contact creation. Check your HubSpot account to confirm that the new contact has been created successfully, reflecting the details from the test payment.

Conclusion

In this tutorial, we explored how to create HubSpot contacts from Cashfree payments using Pabbly Connect. By automating this process, you can save time and ensure your CRM is always up to date with customer information. This integration enhances customer engagement and streamlines your business operations effectively.