How to Create LeadSquared Lead on Cashfree Payment Using Pabbly Connect

Learn how to integrate Cashfree and LeadSquared using Pabbly Connect to automate lead creation when payments are received. Follow our step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a LeadSquared lead on Cashfree payment, you first need to access Pabbly Connect. This platform will facilitate the automation between Cashfree and LeadSquared.

Visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. If you are a new user, you can sign up for free, which gives you access to 100 tasks monthly. Existing users should simply sign in to their account.

2. Creating a New Workflow in Pabbly Connect

Once you are signed in, the next step is to create a new workflow in Pabbly Connect. This involves setting up the trigger and action that will automate the lead creation process.

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Cashfree to LeadSquared Integration’.
• Select the folder where you want to save this workflow.

After creating the workflow, you will be prompted to set up a trigger. Choose Cashfree as the trigger application and select the event that will initiate the workflow, such as a new payment received.

3. Configuring Cashfree for the Trigger Event

Now, you need to configure Cashfree to send data to Pabbly Connect. This involves setting up a webhook URL provided by Pabbly Connect.

Go to your Cashfree account, navigate to the Developers section, and find the Webhooks option. Here, add the webhook URL from your Pabbly Connect workflow. This URL will allow Cashfree to send payment data to Pabbly Connect whenever a payment is made.

• Click on ‘Add Webhook’ in Cashfree.
• Paste the webhook URL from Pabbly Connect.
• Test the webhook to ensure it is working correctly.

Once the webhook is set up, you can proceed to test the connection to ensure that Cashfree is properly sending payment details to Pabbly Connect.

4. Setting Up LeadSquared as the Action Application

After configuring Cashfree, the next step is to set up LeadSquared as the action application in your Pabbly Connect workflow. This is where the lead will be created based on the payment data received.

Select LeadSquared as your action application and choose the event ‘Create Lead’. You will need to connect your LeadSquared account by providing the API access key and secret key. This allows Pabbly Connect to interact with your LeadSquared account.

Enter your LeadSquared API key and secret key. Map the fields from Cashfree payment data to LeadSquared lead fields. Test the action to confirm that leads are created successfully.

This setup ensures that every time a payment is made through Cashfree, a new lead is automatically created in LeadSquared via Pabbly Connect.

5. Testing the Integration

The final step in this process is to test the entire integration. This involves making a test payment through Cashfree and checking if the lead is created in LeadSquared.

Fill out the payment form and complete the payment process. After the payment is successful, log into your LeadSquared account to verify that the lead has been created correctly based on the payment information.

Ensure that all the mapped fields are populated accurately. If everything works as expected, your integration between Cashfree and LeadSquared via Pabbly Connect is successfully set up!

Conclusion

In this tutorial, we explored how to integrate Cashfree and LeadSquared using Pabbly Connect. By automating lead creation upon payment, you can significantly streamline your lead generation process. This integration saves time and enhances efficiency, allowing you to focus on growing your business.