Integrating Zoho with Razorpay Using Pabbly Connect

Learn how to integrate Zoho with Razorpay using Pabbly Connect for automated contact creation. Follow our step-by-step guide 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 begin integrating Zoho with Razorpay, first access Pabbly Connect. Sign in to your Pabbly account and navigate to the dashboard.

Once on the dashboard, look for the ‘Create Workflow’ button. This will allow you to set up a new automation workflow for your integration.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow that connects Razorpay and Zoho. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Contact in Zoho from Razorpay Payments’. using Pabbly Connect

• Click the ‘Create’ button to finalize the workflow name.
• You will see options for Trigger and Action modules.

Ensure both Razorpay and Zoho accounts are open for easy access. The trigger will be set for when a payment is captured in Razorpay, while the action will create a contact in Zoho.

3. Setting Up the Trigger in Pabbly Connect

The next step is to set the trigger for this workflow. Select Razorpay as the trigger application and choose the event ‘Payment Captured’.

Copy the provided webhook URL from Pabbly Connect. This URL will be used in your Razorpay account to send payment data.

• Go to Razorpay dashboard, navigate to ‘Settings’.
• Select ‘Webhooks’ and add a new webhook with the copied URL.
• Set the event to ‘Payment Captured’ and save the webhook.

Once saved, every time a payment is captured, Razorpay will send the data to Pabbly Connect, allowing you to proceed with the next steps.

4. Creating a Contact in Zoho via Pabbly Connect

After setting up the trigger, the next step is to create a contact in Zoho. Select Zoho as the action application and the event as ‘Create Contact’.

You will need to connect your Zoho account to Pabbly Connect. Enter the domain from your Zoho account URL to establish this connection.

Click on ‘Add New Connection’ and input your Zoho domain. Authorize the connection by clicking the accept button.

Once connected, map the fields from the payment data to the contact fields in Zoho, such as email, phone number, and name. Click on ‘Save and Send Test Request’ to finalize the contact creation.

5. Testing the Integration

Now that everything is set up, it’s time to test the integration. Make a test payment through your Razorpay payment page.

After the payment is successful, return to Pabbly Connect and check if the contact was created in Zoho. Refresh your Zoho contacts to see the newly created entry.

Verify that the contact details match the payment information. If successful, your integration is complete and working as expected.

This automation allows you to seamlessly create contacts in Zoho whenever a payment is received through Razorpay, all thanks to Pabbly Connect.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Razorpay with Zoho for automated contact creation. By following these steps, you can streamline your payment processing and customer management.