How to Create Pipedrive Person on Razorpay Payment & Notify Team on Google Chat
Автор: Pabbly
Загружено: 2024-08-30
Просмотров: 23
Описание:
In this tutorial, we'll guide you through the process of creating a Pipedrive person on Razorpay payment and notifying your team on Google Chat using Pabbly Connect.
Razorpay is a popular payment gateway for processing transactions, while Pipedrive is a CRM platform for managing sales and customer relationships. Google Chat is used for team communication.
By integrating Razorpay with Pipedrive and Google Chat through Pabbly Connect, you can automatically create a new person in Pipedrive when a payment is received and notify your team on Google Chat.
Follow our step-by-step instructions to set up this integration efficiently.
Ensure that new payments are seamlessly recorded in Pipedrive and your team is promptly informed via Google Chat, enhancing your sales and communication processes.
Use Case:
In my skin clinic, managing appointments efficiently is crucial for providing excellent patient care. When a patient books an appointment and makes a payment through Razorpay, I’ve set up an automation to streamline our process. Their details are automatically added as a new contact in Pipedrive, which helps us keep track of their appointment and follow-up needs. At the same time, our team receives a notification on Google Chat with all the relevant appointment details. This ensures that our staff is immediately aware of new bookings and can prepare accordingly, leading to better organization and improved patient service.
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🔗 Links You Need:
Pabbly Connect Website: https://www.pabbly.com/out/pabbly-con...
Pricing Details: https://www.pabbly.com/out/connect-pr...
Workflow Link: https://connect.pabbly.com/workflow/s...
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Pabbly Connect makes it easy to integrate and automate any software, marketing, sales, payments, or business processes quickly, without the need for any programming knowledge.
Benefits of Pabbly Connect:
1. Automation: Save time, money, and resources by automating tasks.
2. Integration: Connect various web services to create efficient workflows.
3. Security: Enjoy industry-standard security for your data.
4. Scalability: Easily add new applications and services to your workflow.
5. Cost-effective: Choose from plans suitable for different business sizes, with no charges for internal tasks.
Unlike other integration tools, Pabbly Connect offers absolutely no charges for internal tasks such as mathematical operations, spreadsheet functions, time zone conversions and more. Additionally, you can create unlimited automation workflows for your business without any restrictions.
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Additional Resources:
📢 All Integrations: https://www.pabbly.com/out/all-integr...
❓Talk to our team at: [email protected]
❓Ask your queries in Pabbly Forum: https://forum.pabbly.com/
📘Join Facebook Group : / pabbly.connect
Disclaimer: All Names, Mobile Numbers, and Emails used in the video are just for demo purposes. This is an educational video showing how to automate and integrate multiple platforms.
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