In this post, we will see how you can integrate Razorpay with Teamleader CRM and automatically add contacts in Teamleader CRM on successful Razorpay payments.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will link Razorpay with Pabbly Connect to capture successful payment details, then link Pabbly Connect with Teamleader and add contacts in Teamleader CRM using the payment details.
Steps to Automatically Create Teamleader Contacts on Successful 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 Teamleader as the Action App to Add Contact
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 successful 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 Captured’ 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, select ‘payment.captured’ as the Active Events and click on ‘Create Webhook’.
D. Test Connection
Let us test the connection we just established by making a dummy payment. Open your Razorpay payment form in an incognito tab, fill in the credentials and make a payment.
Step 3:- Setup Teamleader as the Action App to Add Contact
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to add contacts in Teamleader CRM upon receiving the payment. Therefore, Teamleader will be our Action App.
A. Action App
Choose ‘Teamleader’ as the Action App, select ‘Create Contact With Primary Address’ as an Action Event and click on ‘Connect’
B. Connect Teamleader Account
To connect with your Teamleader account, select ‘Add New Connection’ and click on ‘Connect With Teamleader’. Also, grant the authorization.
C. Map Necessary Fields
Now that you have connected your Teamleader 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.
Similarly, enter or map the other fields, leaving the unnecessary ones empty, and click on ‘Save & Send Test Request’.
As soon as you click on Save & Send Test Request, a new contact will get added to your Teamleader contact list.
Our automation is complete. We have successfully integrated Razorpay with Teamleader. Now for each successful payment on Razorpay, contacts will be added to your Teamleader CRM contact list automatically.
You can copy this entire workflow by clicking this link.
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