Let us discuss how you can integrate Razorpay with Encharge CRM. Following this integration, if users who already exist in your Encharge CRM contact list fail to make a payment on Razorpay – a tag will automatically be added in front of their contact details in Encharge.
If the users do not already exist in your Encharge CRM contact list and their Razorpay payment fails – they will automatically be added to the contact list and given a tag.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link Razorpay with Pabbly Connect to capture failed payment details, then link Pabbly Connect with Encharge, add a router to the workflow and add tags accordingly.
Steps to Automatically Add or Update Encharge CRM Contacts with Tags on Failed Razorpay Payments
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Razorpay and Pabbly Connect
3. Setup Encharge as the Action App to Search Contacts
4. Add a Router to your Workflow
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between Razorpay and Pabbly Connect
We will look at the steps through which we can establish a link between Razorpay and Pabbly Connect. This will help us capture the data for each failed payment.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Razorpay.
Expand the Trigger Step, choose ‘Razorpay’ as your Action App, and select ‘Payment Failed’ as an Action Event.
B. Webhook URL
A new Webhook URL will get generated. You will use this Webhook URL to create a connection with your Razorpay account. Copy the Webhook URL.
As soon as you Copy the Webhook URL, Pabbly Connect will start looking to capture data from Razorpay, as indicated by the rotating Waiting For Webhook Response button.
C. Connect Razorpay Account
To connect with your Razorpay account, go to your Razorpay dashboard and click on ‘Settings’ > ‘Webhooks’ > ‘Add New Webhook’.
You will be prompted to create a Webhook URL. Paste the Webhook URL we copied earlier. Since we only want to capture responses in case of failed payments we will select ‘payment.failed’ as the Active Events and click on ‘Create Webhook’.
D. Test Connection
Let us now test the connection we just established by making a dummy payment. Open your Razorpay payment form in an incognito tab, fill in dummy credentials and make the payment fail.
You will receive a successful payment response along with the customer details.
Step 3:- Setup Encharge as the Action App to Search Contacts
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to search for contacts by their email address in Encharge contact list. Therefore, Encharge will be our Action App.
A. Action App
Choose ‘Encharge’ as the Action App, select ‘Search Person by Email’ as an Action Event, and click on ‘Connect’.
B. Connect Encharge Account
To connect with your Encharge account, select ‘Add New Connection’ and click on ‘Connect With Encharge’. Also, grant the authorization.
C. Map Necessary Fields
Now that you have connected your Encharge account, all you need is to map the necessary details from the step above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map the Email address from the step above and click on ‘Save & Send Test Request’
Step 4:- Add a Router to your Workflow
Whenever a user makes a payment on Razorpay, we would face one of the two possible scenarios
Scenario 1: The user is already in your Encharge contact list, and you just have to give them a tag.
Scenario 2: The user is not in your Encharge contact list, in which case you will first add them to your contact list and then tag them.
We will add a Router to our workflow with 2 conditions that will take into account the 2 possible scenarios and take action accordingly.
Add another Action Step to your workflow by clicking the ‘+’ button.
Scenario 1: When the user is already in your Encharge contact list.
Choose ‘Router by Pabbly’ as your Action App, rename your 2 Routes and click on ‘Set Filter & Action Steps’.
A. Filter
In Select Label, map the email address from the step above, select ‘Exists’ as your Filter Type, and click on ‘Save & Send Test Request’.
By doing this, we are essentially searching for the existence of an email address in Encharge contact list, and if it exists, then only the next step will be executed.
B. Action App
We will now set up Encharge as the Action App to add tags to our existing Encharge contacts.
Choose ‘Encharge’ as the Action App, select ‘Add Tag’ as an Action Event, and click on ‘Connect’.
Since we have already connected our Encharge account, choose ‘Select Existing Connection’ and click on ‘Save’.
Map the Email address from step 3.
Compose a Tag by mapping the details from the trigger step, click on ‘Save & Send Test Request’, and then ‘Done’.
Scenario 2: When a user is not in your Encharge contact list.
We will now set up a filter and action step to take in case the user is not already on your contact list.
Click on ‘Set Filter & Action Steps’.
A. Filter
In Select Label, map the email address from the step above, select ‘Does Not Exist’ as your Filter Type, and click on ‘Save & Send Test Request’.
Doing this will ensure that the next step will be executed only if the user’s email address does not exist in your Encharge contact list.
B. Action App to Add Contacts
We will now set up Encharge as the Action App to add a new contact to our Encharge contact list.
Choose ‘Encharge’ as your Action App, select ‘Add or Update Person’ as an Action Event, and click on ‘Connect’.
Click on ‘Select Existing Connection’ and ‘Save’.
Map the necessary fields from the trigger step, leaving the unnecessary ones empty. Click on ‘Save & Send Test Request’.
C. Action App to Add Tags
We will now set up Encharge to tag the contacts we added in the previous step.
Add another Action Step to your workflow by clicking the ‘+’ button.
Choose ‘Encharge’ as your Action App, select ‘Add Tag’ as an Action Event, and click on ‘Connect’.
Click on ‘Select Existing Connection’ and ‘Save’.
Map the Email address from the third step, compose your tag, click on ‘Save & Send Test Request’, and then ‘Done’.
Our automation is complete. We have successfully integrated Razorpay with Encharge CRM. Now the name of users who fail to make the payment on Razorpay will be automatically tagged in Encharge CRM.
You can copy this entire workflow by clicking this link.
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