Integrating Instamojo with Keep Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Instamojo with Keep using Pabbly Connect. Follow this detailed tutorial to automate customer contact updates seamlessly. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Instamojo with Keep, you need to access Pabbly Connect. This automation platform allows you to create workflows without coding. Simply go to the Pabbly Connect landing page and sign in or sign up for a free account.

Once logged in, you will see various applications available. Click on Pabbly Connect to begin creating your automation. This platform will facilitate the connection between Instamojo and Keep, ensuring that customer details are updated automatically.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will need to enter a name for your workflow, such as ‘Instamojo to Keep Integration’. Choose a folder to save your workflow.

• Enter the workflow name.
• Select a folder for organization.
• Click on ‘Create’ to proceed.

This action opens the workflow window where you set up the trigger and action. The trigger will be an event from Instamojo, while the action will be to create or update a contact in Keep. Understanding this setup is crucial for smooth automation using Pabbly Connect.

3. Setting Up the Trigger for Instamojo

In this step, you will set up the trigger to initiate the workflow. Search for ‘Instamojo’ in the trigger application section of Pabbly Connect and select version 2. Choose the ‘New Sale’ event as the trigger.

Upon selecting the trigger event, a webhook URL will be generated. Copy this URL and navigate to your Instamojo account. This URL will link your Instamojo account to Pabbly Connect.

• Log into your Instamojo account.
• Edit the product settings where you want to set the webhook.
• Paste the webhook URL in the appropriate field.

After saving the settings, Instamojo will send payment details to Pabbly Connect whenever a new sale occurs. This automation ensures that your customer data is captured automatically.

4. Configuring the Action to Create or Update Contact in Keep

Now, it’s time to set up the action that will occur once the trigger is activated. In Pabbly Connect, select ‘Keep’ as the action application. Choose the ‘Create or Update Contact’ action event.

You will need to connect your Keep account to Pabbly Connect. Click on ‘Connect’ and authorize the necessary permissions. This step ensures that Pabbly Connect can access your Keep account to create or update contacts based on the incoming data from Instamojo.

Map the email address from the Instamojo trigger response. Enter first and last names by mapping them from the previous response. Ensure all required fields are filled correctly.

This configuration allows Pabbly Connect to automatically create or update customer contacts in your Keep account, maintaining an up-to-date customer database without manual input.

5. Testing the Integration

After configuring the trigger and action, it’s essential to test the integration. Perform a test transaction on Instamojo to see if the details are captured in Pabbly Connect. Fill in the required fields and complete the payment process.

Once the payment is successful, check the workflow in Pabbly Connect to confirm that the customer details have been received and processed correctly. You should see the new contact created in your Keep account.

Verify that the contact appears in your Keep account with accurate details. Ensure that the workflow runs automatically for future transactions. Adjust any settings in Pabbly Connect if necessary.

With successful testing, your integration is complete. Now, Pabbly Connect will handle all future updates automatically, allowing you to focus on your business.

Conclusion

In this tutorial, we explored how to integrate Instamojo with Keep using Pabbly Connect. By following these steps, you can automate customer contact updates efficiently. This integration streamlines your workflow and enhances customer relationship management.