Integrating Cashfree and GoHighLevel with Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation and update of GoHighLevel contacts using Cashfree payments with Pabbly Connect in this detailed tutorial. 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 Integration

To start automating the creation or update of GoHighLevel contacts on Cashfree payment, first, you need to access Pabbly Connect. This platform allows you to seamlessly integrate various applications without any coding skills.

Begin by visiting the Pabbly Connect website. If you’re a new user, click on the ‘Sign Up for Free’ button, which gives you 100 tasks free on a monthly basis. Existing users can simply log in to their accounts. Once logged in, you will be directed to your dashboard where you can manage all your workflows.

2. Creating a New Workflow in Pabbly Connect

To create a workflow, click on the ‘+’ icon on the dashboard. This action initiates the process of setting up an automation between Cashfree and GoHighLevel via Pabbly Connect.

• Click on ‘Create Workflow’ and name your workflow.
• Select the folder where you want to save this workflow.
• Hit the ‘Create’ button to finalize your new workflow.

After creating your workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be set to activate when a payment is made through Cashfree, leading to the creation or update of a contact in GoHighLevel.

3. Setting Up the Trigger for Cashfree Payments

For the trigger, select Cashfree as the application and choose the trigger event as the payment completion. This step is crucial as it tells Pabbly Connect when to activate the workflow.

Next, you will need to connect your Cashfree account by providing the required details. This connection will allow Pabbly Connect to receive payment notifications from Cashfree. Once connected, click on the ‘Save and Send Test Request’ button to ensure that everything is functioning correctly.

4. Configuring the Action to Update GoHighLevel Contact

After successfully setting up the trigger, it’s time to configure the action. Choose GoHighLevel as the application and select the action event as ‘Create or Update Contact’. This action will utilize the data received from Cashfree to create or update the contact information in GoHighLevel. using Pabbly Connect

• Map the fields from the Cashfree response to the corresponding fields in GoHighLevel.
• Ensure that the first name, last name, email, and phone number are correctly assigned.
• Click ‘Save’ and then ‘Send Test Request’ to verify the action.

Upon successful testing, your workflow is now set up to automatically create or update contacts in GoHighLevel whenever a payment is processed through Cashfree. This automation saves time and reduces manual effort significantly.

5. Finalizing and Testing the Integration

To finalize the integration, ensure that both the trigger and action are properly configured. It’s essential to test the entire workflow to confirm that a new payment in Cashfree results in the correct contact creation or update in GoHighLevel. using Pabbly Connect

Make a test payment using your Cashfree account to see if the contact is created or updated in GoHighLevel as expected. Monitor the Pabbly Connect dashboard for any errors or issues that may arise during this process. Once everything is functioning smoothly, your integration is complete!

Conclusion

This tutorial detailed how to integrate Cashfree with GoHighLevel using Pabbly Connect. By automating the creation and update of GoHighLevel contacts upon Cashfree payments, you can streamline your workflow and improve efficiency. This integration makes managing contacts easier and saves valuable time.