Integrate Insta Mojo with Pabbly Connect for Seamless Payments

Learn how to automate the process of adding Insta Mojo payments to Zoho CRM leads using Pabbly Connect. Step-by-step tutorial included! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Insta Mojo Integration

To begin with the integration process, first visit the Pabbly Connect website by typing Pabbly Connect in your browser. Once there, sign in to your existing account or sign up for a new one if you are a first-time user. Signing up is free and offers you 100 free tasks every month, allowing you to test the automation features.

After signing in, navigate to the dashboard and locate the Create Workflow button. Click on it to initiate the workflow setup. Name your workflow something descriptive, such as ‘Insta Mojo to Zoho CRM Leads Integration’. This name will help you identify this workflow later.

2. Setting Up the Trigger with Insta Mojo

In this section, we will set up the trigger application for our workflow. Choose Insta Mojo as your trigger application and select the New Sale event. This event will trigger the workflow every time a new sale is made through your Insta Mojo account.

Once you select the event, Pabbly Connect will generate a webhook URL. This URL acts as a bridge between Insta Mojo and Pabbly Connect, allowing data to flow seamlessly. Copy this webhook URL and follow the instructions provided to set it up in your Insta Mojo account.

• Log into your Insta Mojo account.
• Navigate to the product for which you want to set the webhook.
• In the product settings, find the option to add a webhook and paste the copied URL.

After saving the changes in Insta Mojo, return to Pabbly Connect and click on the Capture Webhook Response button to test the connection. Make a dummy payment to see if the data is captured correctly.

3. Creating a Lead in Zoho CRM

Once the webhook response is captured successfully, it’s time to set up the action application. Choose Zoho CRM as your action application and select the Create Lead event. This action will add a new lead in Zoho CRM whenever a payment is received in Insta Mojo.

To connect your Zoho CRM account with Pabbly Connect, you will need your API key. Access your Zoho account, navigate to the settings, and find the API section to generate your API key. Copy this key and paste it into Pabbly Connect to establish the connection.

• Map the data from the webhook response to the respective fields in Zoho CRM.
• Ensure the email, name, and other relevant details are correctly mapped.
• Click Save and Send Test Request to verify if the lead is created successfully.

If the lead is created successfully, you will see a confirmation message in Pabbly Connect, indicating that the integration is functioning properly.

4. Testing the Integration in Real-Time

To ensure everything is set up correctly, perform a real-time test. Go back to your Insta Mojo payment page and make another dummy payment. Once the payment is successful, check your Zoho CRM account to see if the new lead has been created.

Refresh your Zoho CRM leads page, and you should see the new lead with all the details you provided during the payment process. This confirms that the integration between Pabbly Connect, Insta Mojo, and Zoho CRM is working seamlessly.

5. Conclusion: Automating Your Payment Process

In conclusion, integrating Insta Mojo with Zoho CRM using Pabbly Connect allows you to automate the process of adding leads based on new sales. This automation not only saves time but also ensures that you never miss out on capturing important customer data.

With just a few simple steps, you can set up a workflow that keeps your CRM updated automatically with every payment received, enhancing your sales process and customer management capabilities.