Integrate Razorpay and Freshsales Using Pabbly Connect for Automated Contact Creation

Learn how to integrate Razorpay with Freshsales using Pabbly Connect to automate contact creation whenever an order is paid. Follow this step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay and Freshsales Integration

To begin with the integration of Razorpay and Freshsales, we need to access Pabbly Connect. Start by visiting the official Pabbly website and navigate to the Connect section. Here, you can easily sign up for a free account if you haven’t already.

Once logged in, click on the ‘Access Now’ button to reach the dashboard where you can create your workflows. This is where the magic happens as Pabbly Connect will facilitate the integration between Razorpay and Freshsales.

2. Creating a New Workflow in Pabbly Connect

In this step, we will create a new workflow in Pabbly Connect for our integration. Click on the ‘Create New Workflow’ button and name it ‘Razorpay Integration’. This name will help you identify the workflow later.

Now, select Razorpay as your application and choose the trigger event as ‘Order Paid’. This trigger will initiate the workflow every time an order is successfully paid in Razorpay. Remember, Pabbly Connect uses webhooks to capture this event, so make sure to copy the webhook URL provided.

• Click on ‘Create New Workflow’.
• Name your workflow ‘Razorpay Integration’.
• Select Razorpay and trigger event ‘Order Paid’.

By following these steps, you set the stage for Pabbly Connect to listen for order payments in Razorpay, which will then allow us to create a contact in Freshsales.

3. Configuring Razorpay to Use the Webhook URL

Next, we need to configure Razorpay to send data to Pabbly Connect. In your Razorpay account, navigate to the settings and find the Webhooks section. Here, you will add a new webhook by pasting the webhook URL you copied earlier from Pabbly Connect.

Ensure that you select the event ‘Order Paid’ in the active events section. This step is crucial as it allows Razorpay to send the relevant data to Pabbly Connect whenever an order is paid.

• Go to Razorpay settings and find Webhooks.
• Add a new webhook and paste the URL from Pabbly Connect.
• Select ‘Order Paid’ as the active event.

By configuring Razorpay this way, you ensure that Pabbly Connect receives the necessary data to create a contact in Freshsales automatically.

4. Integrating Freshsales with Pabbly Connect

Now that Razorpay is set up, we will configure Freshsales to receive data from Pabbly Connect. In your workflow, click on the plus button to add another action and select Freshsales. Choose ‘Create Contact’ as the action event.

Next, you will need to connect your Freshsales account to Pabbly Connect. Enter your API key and subdomain as prompted. This information is crucial for establishing a connection between the two applications.

Select Freshsales and choose ‘Create Contact’ as the action. Connect your Freshsales account by entering your API key and subdomain. Map the fields from Razorpay to Freshsales.

Once these steps are completed, Pabbly Connect will be ready to create contacts in Freshsales whenever an order is paid in Razorpay.

5. Testing the Integration of Razorpay and Freshsales

Finally, it’s time to test our integration. Go back to Razorpay and create a test order. Fill in the necessary details such as the customer name, email, and payment details. Once the order is successfully paid, Pabbly Connect will capture the webhook response.

Check Pabbly Connect to see if the order details have been captured. If everything is set up correctly, you should see the details populated. Now, go to Freshsales and verify that a new contact has been created with the information from Razorpay.

Create a test order in Razorpay. Check if Pabbly Connect captures the webhook response. Verify that the new contact appears in Freshsales.

With successful testing, you’ve completed the integration of Razorpay and Freshsales using Pabbly Connect. Now every time an order is paid, a contact will be automatically created in Freshsales.

Conclusion

In conclusion, integrating Razorpay with Freshsales using Pabbly Connect automates the process of creating contacts whenever an order is paid. This setup improves efficiency and ensures accurate data management. By following the steps outlined, you can streamline your operations and enhance your CRM capabilities.