Let us discuss how you can integrate Razorpay with Google Sheets, Zoho Mail, and Google Contacts. Following this integration, you will be able to save Razorpay payment details in Google Sheets, send a payment confirmation email to your customers via Zoho Mail, and use the payment details to create contacts in Google Contacts automatically.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link Razorpay with Pabbly Connect to capture the successful payments, link Pabbly Connect with Google Sheets to save the payment details, link Pabbly Connect with Zoho Mail to a payment confirmation email, and at last, create contacts in Google Contacts using those payment details.
How to Automatically Send Mail for Razorpay Payments and Save Details in Google Sheets & Google Contacts
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Razorpay and Pabbly Connect
3. Correct the Payment Amount Captured
4. Setup Google Sheets as the Action App to Store Payment Details
5. Setup Zoho Mail as the Action App to Send Emails
6. Setup Google Contacts as the Action App to Create Contacts
7. Setup Google Contacts as the Action App to Group Contacts
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.
You will receive a successful payment response along with the customer details.
Step 3:- Correct the Payment Amount Captured
The payment amount we captured from Razorpay is incorrect as it contains two extra zeroes. To trim this value, we will add an API to our workflow.
Choose ‘API by Pabbly’ as your Action App, select ‘GET’ as an Action Event, and enter ‘https://forms.pabbly.com/api/trim_amount’ as your Endpoint URL.
Choose ‘No Auth’ as Authentication and check ‘Set Parameters’. You will be asked for a Label and Value. Give a Label and map the Value from the step above. At last, click on ‘Save & Send Test Request’.
Step 4:- Setup Google Sheets as the Action App to Store Payment Details
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to store the payment details in Google Sheets. Therefore, Google Sheets will be our Action App.
A. Action App
Choose ‘Google Sheets’ as your Action App. Select ‘Add New Row’ as the Action Event. by doing this we are asking Pabbly Connect to add data in a new row of your spreadsheet. Click on ‘Connect’
B. Connect Google Sheets Account
To connect with your Google Sheets account, select ‘Add New Connection’, and click on ‘Connect With Google Sheets’. Also, grant the authorization.
Select the Spreadsheet and Sheet you want to use for storing your data.
As soon as you select your sheet, the columns of this sheet will start reflecting as fields in your Action Step.
C. Map Necessary Fields
Now that you have connected your Google Sheets account, all you need is to map the necessary details from the steps above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map the First Name from the Trigger Step.
Similarly, map the other fields and click ‘Save & Send Test Request’.
As soon as you click on Save & Send Test Request, your payment details will get stored in Google Sheets.
Step 5:- Setup Zoho Mail as the Action App to Send Emails
Since we want to send emails to the customers who have made the payment, we will now set up Zoho Mail as the Action App.
Add another Action Step to your workflow by clicking the ‘+’ button.
A. Action App
Choose ‘Zoho Mail’ as the Action App, select ‘Send Email’ as an Action Event and click on ‘Connect’.
B. Connect Zoho Mail Account
To connect with your Zoho Mail account, select ‘Add New Connection’ and click on ‘Connect With Zoho Mail’. You will be prompted to enter your Domain Name.
You will find the Domain Name from your Zoho Mail account URL. Copy the Domain Name, paste it into its given field and click on ‘Save’.
C. Map Necessary Fields
Select the Account ID and map the recipient’s email address from above.
Enter your email address and the Subject of your email.
Compose an email by mapping the details from above, and click on ‘Save & Send Test Request’.
Once you click on Save & Send Test Request an email will be sent to your customer at their email address.
Step 6:- Setup Google Contacts as the Action App to Create Contacts
Let us now look at how you can automatically create contacts in Google Contacts by setting it up as the Action App.
Add another Action Step to your workflow by clicking the ‘+’ button.
A. Action App
Choose ‘Google Contacts’ as the Action App, select ‘Create Contact’ as an Action Event, and click on ‘Connect’.
B. Add New Connection
To connect with your Google Contacts account, select ‘Add New Connection’ and click on ‘Connect With Google Contacts’.
C. Map Necessary Fields
Now that you have connected your Google Contacts account, all you need is to map the necessary details from the steps above.
Map all the necessary fields, leaving the unnecessary ones empty, and click on ‘Save & Sent Test Request’.
As you click on Save & Send Test Request, contact will be created in your Google Contacts account.
Step 7:- Setup Google Contacts as the Action App to Group Contacts
Let us now add the contact we just created in a group for which we will again set up Google Contacts as our Action App. Add another Action Step to your workflow by clicking the ‘+’ button.
A. Action App
Choose ‘Google Contacts’ as the Action App, select ‘Add Contact to Group/Label’ as an Action Event, and click on ‘Connect’.
B. Add New Connection
To connect with your Google Contacts account, select ‘Add New Connection’ and click on ‘Connect With Google Contacts’.
C. Map Contact Number
Select the Group where you want to add the contact.
Map Contact from the step above by clicking the ‘Map’ button, then click on ‘Save & Send Test Request’.
As soon as you click on Save & Sent Test Request, the contact will get added to the group of your choice.
Our automation is complete. We have successfully integrated Razorpay with Google Sheets, Zoho Mail, Google Sheets, and Google Contacts. The details of each new successful Razorpay payment will now be saved in Google Sheets, and contacts will be added to Google Contacts using the payment details automatically. Also, the customers will receive a payment confirmation email at their email address.
You can copy this entire workflow by clicking this link.
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