Integrating Instamojo and Salesforce with Pabbly Connect: A Step-by-Step Guide

Learn how to automate your Salesforce lead creation using Pabbly Connect with Instamojo payments. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Instamojo and Salesforce, you first need to access Pabbly Connect. This platform enables seamless automation between multiple applications, including payment gateways and CRM systems.

Visit the Pabbly Connect website and sign in to your account. If you’re a new user, you can sign up for free and receive 100 tasks each month. After logging in, you’ll see a dashboard displaying all the Pabbly applications, from which you will select Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will prompt you to name your workflow.

• Enter the workflow name: ‘Create Salesforce Lead on Instamojo Payment’.
• Select a folder to save your workflow.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The trigger is what initiates the workflow, while the action is the response that follows.

3. Setting Up Instamojo as the Trigger Application

In this step, you will set up Instamojo as the trigger application in Pabbly Connect. Click on the trigger section and select Instamojo as your application. Choose the event ‘New Sale’ to capture when a new payment is made.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting Instamojo to Pabbly Connect. Copy this URL and head to your Instamojo account.

• Open your Instamojo account and navigate to the settings of your payment page.
• Toggle on the ‘Add Webhook’ option and paste the copied URL.
• Select ‘Successful Payments’ as the information to be sent.

Once you save these changes, your Instamojo account will be connected to Pabbly Connect, allowing it to capture payment responses.

4. Testing the Integration with a Dummy Payment

After setting up the trigger, it is crucial to test the integration. Perform a test payment using the Instamojo smart page you created. This will help you verify if Pabbly Connect captures the payment information correctly.

To do this, click on the payment link of your smart page and fill in the customer details. After entering the dummy information, proceed to complete the payment. Once the payment is successful, return to Pabbly Connect and check if it has captured the response.

Check for the payment status in Pabbly Connect. Make sure the response includes payment ID, amount, and customer details.

If the payment details are captured correctly, you can proceed to set up the action step for Salesforce.

5. Creating a Salesforce Lead from Instamojo Payments

The final step involves creating a lead in Salesforce using the information captured from Instamojo payments via Pabbly Connect. In the action section, select Salesforce as your application and choose the action event ‘Create Lead’.

Connect your Salesforce account to Pabbly Connect by clicking on the connect button and allowing the necessary permissions. Once connected, you will need to map the customer information from the previous step to the lead fields in Salesforce.

Map the first name and last name from the payment response. Fill in other required fields such as email and phone number. Set the lead source to ‘New Customer Instamojo Payment’.

After mapping the necessary fields, click on the ‘Save and Test’ button. Check your Salesforce account to confirm that the new lead has been created successfully.

Conclusion

In this tutorial, we successfully demonstrated how to integrate Instamojo with Salesforce using Pabbly Connect. This automation allows for seamless lead creation whenever a payment is made, enhancing efficiency and reducing manual errors.