Integrate Instamojo and HubSpot CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Instamojo and HubSpot CRM seamlessly using Pabbly Connect in this detailed tutorial. Automate your contact creation process effortlessly! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Instamojo with HubSpot CRM, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free, which allows you to utilize 100 tasks every month.

Once logged in, you will see a dashboard with various Pabbly applications. Click on the option to access Pabbly Connect to begin creating your workflow. This will lead you to the main interface where you can set up your automation.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Create HubSpot Contact on Instamojo Payment’.

• Click on the ‘Create’ button to proceed.
• This will open the workflow window where you can set triggers and actions.

This is where you will define what happens when a payment is made on Instamojo. The trigger will be set to ‘Instamojo’ to capture the payment event, while the action will be to create a new contact in HubSpot CRM.

3. Setting Up the Trigger in Pabbly Connect

In the workflow window, you need to select Instamojo as your trigger application. Search for ‘Instamojo’ and select the V2 version. Set the trigger event to ‘New Sale’. This means that every time a new sale is made, the workflow will initiate.

Once you select the trigger event, Pabbly Connect will provide you with a Webhook URL. Copy this URL as it will be used to connect your Instamojo account with your Pabbly Connect workflow.

• Log in to your Instamojo account.
• Navigate to the product settings where you want to set the Webhook.
• Paste the copied Webhook URL and save the settings.

This setup ensures that every successful payment will trigger the workflow in Pabbly Connect, allowing for automatic contact creation in HubSpot.

4. Defining the Action Step in Pabbly Connect

After setting up the trigger, the next step is to define the action. In the workflow, select HubSpot as your action application. Search for HubSpot CRM and choose it. For the action event, select ‘Create Contact’.

When prompted, connect your HubSpot account to Pabbly Connect. This involves authorizing Pabbly to access your HubSpot account. Once connected, you will need to map the fields from the Instamojo payment data to the HubSpot contact fields.

Map the email, first name, and last name fields from the Instamojo data. Ensure that the data is dynamic to capture new customer details with each transaction.

This mapping is crucial as it ensures that each new contact created in HubSpot reflects the latest customer information from Instamojo, all facilitated by Pabbly Connect.

5. Testing the Integration in Pabbly Connect

Once the action step is defined, it’s time to test the integration. Perform a test payment on your Instamojo account to see if the workflow functions correctly. After completing the payment, Pabbly Connect should capture the data and create a new contact in HubSpot.

Check your HubSpot account to confirm that the new contact has been created with the correct details. This step verifies that your integration is working as intended and that Pabbly Connect is effectively linking the two applications.

If the contact appears in HubSpot with all the correct information, congratulations! You have successfully set up an automated system using Pabbly Connect that saves time and reduces manual entry.

Conclusion

In this tutorial, we explored how to integrate Instamojo and HubSpot CRM using Pabbly Connect. By following the steps outlined, you can automate the creation of HubSpot contacts with every new payment, streamlining your workflow and enhancing productivity.