How to Create or Update ActiveCampaign Contact from Cashfree Payment Using Pabbly Connect

Learn how to automate the creation and updating of ActiveCampaign contacts from Cashfree payments using Pabbly Connect in this detailed tutorial. 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. Accessing Pabbly Connect for Integration

To create or update ActiveCampaign contacts from Cashfree payments, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and get 100 tasks every month.

After logging in, you will see all the apps provided by Pabbly. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create a new workflow for your automation.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate the process of adding contacts in ActiveCampaign when a payment is made via Cashfree. Click on the ‘Create Workflow’ button at the top right corner of the dashboard. using Pabbly Connect

• Name your workflow as ‘Create or Update ActiveCampaign Contact from Cashfree Payment’.
• Select a folder for your workflow, such as ‘Cashfree Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

The workflow will now be created, and you will see two sections: Trigger and Action. The next step is to set up the trigger, which will capture the payment data from Cashfree.

3. Setting Up Trigger for Cashfree Payments

For the trigger application, select Cashfree. This allows Pabbly Connect to capture payment information when a customer makes a purchase. Choose the trigger event as ‘Payment via Form’ since you will be using a payment form created in your Cashfree account.

Upon selecting the trigger event, you will receive a webhook URL from Pabbly Connect. Copy this URL and log into your Cashfree account. Navigate to the ‘Webhooks’ section under ‘Developers’ to set up the webhook.

• Click on ‘Add Webhook Endpoint’.
• Paste the copied webhook URL.
• Test the webhook to ensure it is working correctly.

After successfully adding the webhook, you can proceed to test the connection by making a test payment using the Cashfree payment form.

4. Filtering Payment Data in Pabbly Connect

Once the trigger is set up and the payment data is captured, the next step is to filter the data to ensure that only relevant information is processed. In Pabbly Connect, add a new action step and select ‘Filter by Pabbly’.

Set the filter condition to check if the form ID of the payment matches the specific form you created for the Natural Glow face toner. This ensures that only payments from this form will proceed to create or update contacts in ActiveCampaign.

Select the label as the form ID. Set the condition to ‘equals’ and input the specific form ID. Save the filter to implement it in your workflow.

This filtering step is crucial as it helps in executing the next actions only for the relevant payments, thus streamlining your workflow.

5. Adding or Updating Contact in ActiveCampaign

The final step is to add or update the contact in ActiveCampaign using the data captured from Cashfree. In this action step, select ActiveCampaign as your application and choose the action event as ‘Add or Update Contact’.

Connect your ActiveCampaign account by entering the API key and URL, which can be found in the developer settings of your ActiveCampaign account. After connecting, you will need to map the fields from the Cashfree payment data to the corresponding fields in ActiveCampaign.

Map the email, first name, and last name from the payment data. Include additional details like address and product name. Click ‘Save and Send Test Request’ to finalize the setup.

After successfully saving the data, refresh your ActiveCampaign contacts page to see the newly created or updated contact based on the payment made through Cashfree. This automation demonstrates how Pabbly Connect seamlessly integrates Cashfree and ActiveCampaign for efficient customer management.

Conclusion

In this tutorial, we explored how to create or update ActiveCampaign contacts from Cashfree payments using Pabbly Connect. This integration simplifies customer management and ensures that all relevant payment data is captured efficiently.