Integrating Instamojo Payments with Pipedrive using Pabbly Connect

Learn how to automate the creation of Pipedrive persons from Instamojo payments using Pabbly Connect. Follow this detailed tutorial step by step! 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 integrate Instamojo and Pipedrive, you will first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for a free account, which includes 100 free tasks each month.

Once logged in, you will see the dashboard where all Pabbly applications are listed. Click on the ‘Access Now’ button for Pabbly Connect to begin setting up your automation workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for a workflow name and folder selection.

• Enter the workflow name: ‘Create Pipedrive Person on Instamojo Payment’.
• Select the folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize the workflow setup.

Once the workflow is created, you will see two windows: one for the trigger and one for the action. The trigger captures when an event occurs, and the action defines what happens as a result.

3. Setting Up the Trigger with Instamojo

For the trigger application, select Pabbly Connect as Instamojo V1. This step is crucial as it allows you to capture payments made through Instamojo. Choose the trigger event as ‘New Sale’ to ensure that every successful payment triggers the automation.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect Instamojo to Pabbly Connect.

• Log into your Instamojo account and navigate to your smart page.
• Go to the edit page settings and toggle the webhook option on.
• Paste the copied webhook URL and select the information to send as successful payments.

Save your changes in Instamojo to ensure that it can now communicate with Pabbly Connect.

4. Testing the Integration

Now that the webhook is set up, it’s time to test the integration. Go back to your Pabbly Connect workflow and scroll down to see that it is waiting for a webhook response. To test, perform a test payment using the smart page you created earlier.

Fill in the customer information, including first name, last name, and email, then proceed to pay. Once the payment is completed, check Pabbly Connect to see if it has captured the payment response.

Verify that the payment status shows as success. Check if the customer details are correctly captured in the workflow.

If everything is set up correctly, you should see the payment details, including the customer’s name and email, captured in Pabbly Connect.

5. Creating a Person in Pipedrive

With the trigger successfully set up, it’s time to configure the action step. Select Pabbly Connect as the action application and choose ‘Create Person’ in Pipedrive as the action event. Click on the connect button to link your Pipedrive account.

To connect Pipedrive, you will need to enter your API token. Log into your Pipedrive account, navigate to your profile, and find the API section to copy your API token. Paste it into the Pabbly Connect workflow to establish the connection.

Map the necessary fields using the data captured from the previous steps. Ensure to include the customer’s first name, last name, email, and phone number. Click on the ‘Save and Test’ button to finalize the action setup.

Once the setup is complete, check your Pipedrive account to confirm that a new person has been added successfully. This confirms that the integration between Instamojo and Pipedrive using Pabbly Connect is working perfectly.

Conclusion

In this tutorial, you learned how to automate the process of creating Pipedrive persons from Instamojo payments using Pabbly Connect. This integration streamlines your customer management, ensuring that every payment results in a new contact in your CRM system.