Integrating Instamojo Payment with LeadSquared Using Pabbly Connect

Learn how to seamlessly integrate Instamojo and LeadSquared using Pabbly Connect for automated lead generation. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start integrating Instamojo with LeadSquared, you first need to access Pabbly Connect. Simply search for ‘Pabbly Connect’ in your browser and visit the official landing page. If you’re a new user, you can sign up for free and get 100 tasks each month to explore the features.

Once on the landing page, click on the ‘Sign In’ button. After logging in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter your dashboard. This is where you will create the automation workflow.

Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the blue button to start a new workflow. You will be prompted to name your workflow and choose a folder to save it. For this integration, name it ‘Create LeadSquared Lead on Instamojo Payment’ and select the folder ‘Automations’. Click on ‘Create’ to proceed.

Now, you will see the workflow window. Here, you will set up the trigger and action for the integration. The trigger will be set to Instamojo, specifically when a new payment is made. This means that every time a payment is successful, it will trigger the workflow to create a new lead in LeadSquared.

• Select ‘Instamojo V2’ as the trigger application.
• Choose ‘New Sale’ as the trigger event.
• Copy the Webhook URL provided.

After setting this up, you will need to configure the webhook in your Instamojo account to complete the integration.

Configuring the Webhook in Instamojo

To connect Instamojo with Pabbly Connect, log into your Instamojo account and navigate to the product for which you want to set the webhook. Click on the three dots next to the product and select ‘Edit Page’. From the left sidebar, go to ‘Page Settings’ and then to ‘Webhooks’.

Switch on the webhook option and paste the copied Webhook URL from Pabbly Connect. Make sure to select the option for successful payments only, as this is crucial for triggering the workflow accurately.

• Enable the webhook by switching it on.
• Paste the Webhook URL in the designated field.
• Save and update the settings.

Once saved, return to your Pabbly Connect workflow, which will now be waiting for a response from the webhook.

Testing the Integration

To test the integration, you need to make a purchase on your Instamojo page. Enter the necessary details like name, email, and mobile number, then proceed to payment. Select your payment method and enter the OTP when prompted.

Once the payment is successful, Instamojo will send the details to Pabbly Connect via the webhook. You can check your workflow in Pabbly Connect to see if it captured the details correctly. This step is crucial to ensure that the data is being transferred as expected.

Make a test purchase on your Instamojo account. Enter your OTP to complete the payment. Verify that Pabbly Connect captured the payment details.

After confirming that the details are captured, you can proceed to set up the action to create a lead in LeadSquared.

Creating a Lead in LeadSquared

Now that you have successfully tested the webhook, it’s time to create a lead in LeadSquared using Pabbly Connect. Search for LeadSquared in the action application section and select it. Choose ‘Create or Update Lead’ as the action event and click on connect.

In the connection settings, you will need to enter your LeadSquared API access key and secret key. These can be found in your LeadSquared account under the API settings. After entering these credentials, click on ‘Save’ to connect.

Map the fields from the Instamojo response to LeadSquared fields. Ensure all required fields are filled out correctly. Test the action to confirm the lead is created successfully.

Once the lead is created, you can check your LeadSquared account to verify that the new lead appears with all the correct details. This completes the integration process.

Conclusion

In this tutorial, we demonstrated how to integrate Instamojo with LeadSquared using Pabbly Connect. This automation allows you to create new leads automatically whenever a payment is made, streamlining your lead management process. By following these steps, you can enhance your business efficiency and improve customer engagement.