How to Create Pipedrive Person on Cashfree Payment Using Pabbly Connect

Learn how to integrate Cashfree with Pipedrive using Pabbly Connect. This tutorial covers step-by-step instructions to automate the creation of Pipedrive persons from Cashfree payments.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Cashfree and Pipedrive Integration

To set up Pabbly Connect for integrating Cashfree and Pipedrive, start by logging into your Pabbly Connect account. If you don’t have an account yet, you can sign up for free. Once logged in, click on the ‘Create Workflow’ button to begin the integration process.

In the workflow setup, name your workflow something like ‘How to Create Pipedrive Person on Cashfree Payment’. Select the folder where you want to save it, then click on ‘Create’. This opens the workflow window where you can define the trigger and action for your integration.

2. Selecting Cashfree as Trigger Application

In this section, you will select Cashfree as the trigger application in your Pabbly Connect workflow. Click on the trigger application dropdown and search for ‘Cashfree’. Once selected, you will be prompted to choose the trigger event.

The trigger event is crucial as it defines when the workflow will activate. Choose ‘Payment via Form’ as the trigger event. After this, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used in your Cashfree account to establish the connection.

• Log into your Cashfree account.
• Navigate to the Developers section and select Payment Gateway.
• Click on Webhooks and then Add Webhook Endpoint.

Paste the copied webhook URL into the designated field and click on ‘Test and Add’. Confirm that the webhook was added successfully, indicating that Cashfree is now connected to your Pabbly Connect workflow.

3. Capturing Webhook Response from Cashfree

After successfully adding the webhook in Cashfree, it’s time to test the integration by making a payment. This step is essential to capture the webhook response that will be sent to Pabbly Connect. Open your payment form in Cashfree and perform a test transaction.

For the test, fill in the payment details such as name, email, and UPI ID. Once the payment is successful, return to your Pabbly Connect workflow to see if the response was captured. You should see the customer details reflected in the workflow, confirming that the integration is working.

• Enter customer details in the payment form.
• Select UPI as the payment method and complete the transaction.
• Check the Pabbly Connect workflow for the captured response.

Once you see the response in Pabbly Connect, you can confirm that the trigger step is complete, and the workflow is ready for the next action.

4. Creating a Person in Pipedrive from Cashfree Payment

Now that you have captured the webhook response from Cashfree, it’s time to create a new person in Pipedrive. In your Pabbly Connect workflow, select Pipedrive as the action application. Search for Pipedrive and choose it from the list.

For the action event, select ‘Create Person’. If you haven’t connected Pipedrive yet, you will need to do so by entering your API token. To find your API token, log into your Pipedrive account, navigate to the profile icon, and go to Personal Preferences, then API.

Copy your API token from Pipedrive. Paste the token into Pabbly Connect to establish the connection. Map the customer details from the Cashfree response to the Pipedrive fields.

After mapping the required fields, click on ‘Test Request’ to ensure that the person is created successfully in Pipedrive. Check your Pipedrive account to see the new person added with the details from the Cashfree payment.

5. Testing the Workflow for Cashfree to Pipedrive Integration

With the integration set up, it’s important to test the workflow to ensure everything is functioning as expected. Perform another test transaction through Cashfree using a different set of customer details. This will allow you to verify that the new person is created in Pipedrive.

After completing the payment, return to your Pipedrive account and check the Contacts section. You should see the new contact with the details you entered during the test payment. This confirms that the integration between Pabbly Connect, Cashfree, and Pipedrive is working seamlessly.

By following these steps, you can automate the process of creating Pipedrive persons based on Cashfree payments, saving time and reducing manual work. You can now manage your sales pipeline more efficiently, ensuring that customer details are captured instantly.

Conclusion

This tutorial detailed how to create a Pipedrive person on Cashfree payment using Pabbly Connect. By integrating these applications, you can automate customer data entry and streamline your sales processes effectively.