Integrate Cashfree Payments with Keap Using Pabbly Connect

Learn how to integrate Cashfree Payments with Keap CRM using Pabbly Connect for automatic contact updates. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Cashfree to Keap Integration

To begin the integration process between Cashfree and Keap, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing the URL in your browser. Once there, you will see options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign Up for Free’ button to create a new account. After registering, you will receive 100 free tasks every month to explore the functionalities of Pabbly Connect. If you’re an existing user, simply log in to your account.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, you can create a new workflow. Click on the ‘Create Workflow’ option, which will prompt you to name your workflow. Enter a name like ‘Create or Update Keap Contact on Cashfree Payment’ and select the appropriate folder for organization.

• Choose a descriptive name for your workflow.
• Select a folder to keep your workflows organized.
• Click on ‘Create’ to proceed to the next step.

Now, you’ll see two main sections: Trigger and Action. The Trigger defines what starts the workflow, while the Action specifies what happens as a result. In this case, the Trigger will be Cashfree, and the Action will be Keap, allowing you to automate contact creation or updates based on payments received.

3. Setting Up the Cashfree Trigger in Pabbly Connect

In this step, you will configure the Cashfree application as your Trigger in Pabbly Connect. Select Cashfree as the trigger application and choose the event that initiates the workflow, such as ‘Payment via Form’. This event will trigger the workflow whenever a payment is made through a form.

After selecting the trigger event, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge between Cashfree and Pabbly Connect, allowing data transfer. Copy the webhook URL and head over to your Cashfree account to set it up.

• Log into your Cashfree account and navigate to the ‘Developer’ section.
• Select ‘Webhooks’ and then ‘Payment Form’.
• Paste the copied webhook URL in the designated field and click ‘Add’.

Once the webhook is added, test the connection by sending a test payment through the form. If successful, you will see the test data captured in Pabbly Connect, confirming that the integration is working properly.

4. Configuring the Keap Action in Pabbly Connect

After successfully setting up the Cashfree trigger, the next step is to configure the action in Pabbly Connect. Select Keap as your action application and choose the action event as ‘Create or Update Contact’. This ensures that whenever a payment is received, the corresponding contact details will be added or updated in your Keap CRM.

To establish the connection, you will need to log into your Keap account. Once logged in, authorize Pabbly Connect to access your Keap data. After the connection is established, you will need to map the fields from the Cashfree payment data to the corresponding fields in Keap, such as email, first name, and last name.

Map the email address from the Cashfree payment to the email field in Keap. Map the customer’s name to the first name and last name fields. Select ‘No’ for email opt-in and choose ‘Email’ for duplicate checking.

Once all necessary fields are mapped, test the action to ensure that a new contact is created or updated in Keap based on the payment information received from Cashfree. This finalizes the integration process, allowing for seamless data transfer.

5. Testing the Integration Between Cashfree and Keap

With the integration set up, it’s crucial to test the workflow to ensure everything functions correctly. To do this, return to your Cashfree account and make a test payment using the payment form. Enter dummy customer details as required and complete the payment process.

After completing the payment, check back in Pabbly Connect to see if the response has been captured. If successful, you should see the payment details along with customer information. Then, verify in your Keap account that the new contact has been added or updated accordingly.

Repeat the test payment process to ensure reliability. Check for any errors or issues in the workflow. Confirm that all customer details are accurately reflected in Keap.

Once confirmed, your integration will be fully operational, allowing for efficient management of customer contacts based on Cashfree payments.

Conclusion

Integrating Cashfree Payments with Keap using Pabbly Connect streamlines the process of managing customer contacts. This tutorial has detailed the steps necessary to automate contact creation and updates, enhancing your CRM capabilities. With this integration, you can efficiently handle customer relationships and improve your business operations.