How to Create Zoho CRM Contact on Cashfree Payment Using Pabbly Connect

Learn how to automate the creation of Zoho CRM contacts from Cashfree payments using Pabbly Connect. Follow our step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Cashfree and Zoho CRM Integration

To automate the creation of Zoho CRM contacts from Cashfree payments, you will first need to set up Pabbly Connect. This integration allows you to connect your Cashfree payment gateway with Zoho CRM seamlessly. Begin by accessing the Pabbly Connect homepage and signing in or signing up if you are a new user.

After logging in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button in the top right corner. You will be prompted to name your workflow, for example, ‘Create Zoho Contact on Cashfree Payment’. Ensure you select a folder for your workflow, which can help in organizing your tasks.

Setting the Trigger with Cashfree Payment Gateway

In this section, you will set up the trigger for your workflow using Pabbly Connect. Select Cashfree as the trigger application since you want to capture new payments. Choose the trigger event as ‘Payment via Form’. This means every time a payment is made through your Cashfree payment form, the trigger will activate.

After selecting the trigger event, you will receive a webhook URL from Pabbly Connect. You need to copy this URL and head over to your Cashfree account. Navigate to the Developers section, and under Products, find the option for Webhooks. Here, you will add a new webhook endpoint by pasting the URL you copied from Pabbly Connect.

• Log in to your Cashfree account.
• Go to Developers > Webhooks > Payment Form.
• Click on ‘Add Webhook Endpoint’ and paste the webhook URL.

After adding the webhook, test the connection to ensure it is working correctly. Once confirmed, you can proceed to the next step of capturing the payment details.

Testing the Integration with a Test Payment

Now that you have set up the trigger, it’s time to test the integration using Pabbly Connect. Go back to your Cashfree payment form and make a test payment. Fill in the necessary details, such as phone number, email ID, and name, then choose a payment method and proceed to pay. This step will simulate an actual payment and trigger the workflow.

Once the payment is processed, return to Pabbly Connect and check if a test response has been successfully received. You should see the payment details captured in the workflow, confirming that the trigger is functioning correctly.

• Fill in the test payment form with dummy data.
• Select a payment method and complete the payment.
• Check Pabbly Connect for the test response.

After confirming that the test payment has triggered the workflow, you can move on to the next part of the integration process.

Creating a Zoho CRM Contact as the Action Step

The final step involves creating a new contact in Zoho CRM using Pabbly Connect. Select Zoho CRM as the action application and choose the action event as ‘Create Contact’. This action will ensure that every time a payment is made, a new contact is automatically created in your Zoho CRM account.

To connect your Zoho CRM account with Pabbly Connect, click on the ‘Connect with Zoho CRM’ option. You will need to provide your Zoho domain, which can be found in the URL of your Zoho CRM account. After entering the domain, grant access to Pabbly Connect so it can interact with your Zoho account.

Select Zoho CRM as the action application. Choose the action event ‘Create Contact’. Map the customer details from the Cashfree payment response.

After mapping the necessary fields like first name, last name, email, and phone number, you can save and test this action step. Once successful, you will see that a new contact has been created in your Zoho CRM account corresponding to the test payment made.

Conclusion

In this tutorial, we explored how to automate the creation of Zoho CRM contacts from Cashfree payments using Pabbly Connect. This integration streamlines your customer management process and eliminates manual data entry, saving you time and effort. With the steps outlined, you can easily set up this automation for your business needs.