Integrating Razorpay with Fluent CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate contact creation in Fluent CRM whenever a payment is made via Razorpay using Pabbly Connect. Follow our detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first, you need to create an account. This platform allows you to automate various tasks, such as adding contacts to Fluent CRM when payments are made via Razorpay. Once logged in, you can easily create workflows to connect these applications.

After creating your account, navigate to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow appropriately, such as ‘Create Contact in Fluent CRM for Razorpay Payments’. This naming helps in identifying the workflow later.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action for your workflow using Pabbly Connect. The trigger will be a payment captured in Razorpay, which means that every time a payment is made, it will initiate the workflow.

• Select Razorpay as the trigger application.
• Choose the trigger event as ‘Payment Captured’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Razorpay dashboard. Click on the ‘Developer’ option and select ‘Webhooks’. Here, you will add a new webhook by pasting the URL and selecting the action event as ‘Payment Captured’. This setup ensures that whenever a payment is made, it will trigger the workflow in Pabbly Connect.

3. Testing the Connection Between Razorpay and Pabbly Connect

Once the webhook is set, it’s crucial to test the connection to ensure everything is functioning correctly. You can do this by making a dummy payment through Razorpay. This payment will help confirm that the data is successfully sent to Pabbly Connect.

To perform the test, open the payment page in Razorpay, fill in the required details, and complete a payment. Once the payment is successful, check the response in Pabbly Connect. You should see all the payment details captured, confirming that the integration is working properly.

4. Connecting Fluent CRM to Pabbly Connect

Now that Razorpay is connected, the next step is to set up Fluent CRM as the action application in Pabbly Connect. This means every time a payment is captured, a new contact will be created in Fluent CRM.

Select Fluent CRM as your action application and choose the action event as ‘Create Contact’. You will need to connect your Fluent CRM account by providing the URL of your WordPress site, along with your username and password. Ensure that the WordPress REST API authentication plugin is installed and activated on your site for proper access.

• Input your WordPress site URL.
• Provide your WordPress username and password.
• Ensure all configurations are correct in the authentication plugin.

After connecting, you will map the fields from the Razorpay payment data to the Fluent CRM contact fields. This mapping ensures that each payment results in a new contact being created with the correct details.

5. Conclusion

In this tutorial, we demonstrated how to automate the creation of contacts in Fluent CRM whenever a payment is made via Razorpay using Pabbly Connect. By following these steps, you can easily streamline your workflow and save time on manual data entry.

With Pabbly Connect, integrating various applications becomes seamless and efficient, allowing you to focus more on your business and less on repetitive tasks. Start automating your processes today!