When Refund is created in Razorpay > Create a contact in EngageBay CRM
When Refund is created in Razorpay then Create a contact in EngageBay CRM
EngageBay CRM + Razorpay Integration
Integrate EngageBay CRM to Razorpay in one click, or tell Integrately AI how you want each contact handled. Capture payments, create customer profiles, update your records, and trigger automated follow-ups instantly.
Free forever.Use premium features free for 14 days.1.
Contact is created in EngageBay CRM- Contact is updated in EngageBay CRM
- Owner is created in EngageBay CRM
- Deal is created in EngageBay CRM
- Deal is updated in EngageBay CRM
- Form is submitted in EngageBay CRM
- List is created in EngageBay CRM
- Company is created in EngageBay CRM
- Company is updated in EngageBay CRM
Payment is captured in Razorpay Instant- Payment is failed in Razorpay Instant
- Order is paid in Razorpay Instant
- Payment link is paid in Razorpay Instant
- Payment is authorized in Razorpay Instant
- Invoice is partially paid in Razorpay Instant
- Refund is processed in Razorpay Instant
- Invoice is expired in Razorpay Instant
- Payment link is expired in Razorpay Instant
- Payment Link is cancelled in Razorpay Instant
- Payment is dispute created in Razorpay Instant
- Refund speed is changed in Razorpay Instant
- Payment link is partially paid in Razorpay Instant
- Payment dispute lost in Razorpay Instant
- Payment dispute won in Razorpay Instant
- Payment dispute closed in Razorpay Instant
- Invoice is paid in Razorpay Instant
- Refund is created in Razorpay Instant
2.
- Create a contact in EngageBay CRM
- Update contact in EngageBay CRM
- Search contact by email in EngageBay CRM
- Add tag to a contact in EngageBay CRM
- Remove tag from contact in EngageBay CRM
- Search contact in EngageBay CRM
- Add contact to a form in EngageBay CRM
- Create a company in EngageBay CRM
- Search company in EngageBay CRM
- Create customer in Razorpay
- Update customer in Razorpay
- Create payment Link in Razorpay
- Create order in Razorpay
- Update order in Razorpay
- Get order by id in Razorpay
- Create invoice in Razorpay
- Get invoice by id in Razorpay
- Create subscription in Razorpay
- Update subscription in Razorpay
- Create plan in Razorpay
- Create item in Razorpay
- Update item in Razorpay
Trusted by experts at...
Ready Workflows for EngageBay CRM + Razorpay Integration
Capture new contacts, create customer profiles, record payments, and track orders, all in just one click.
Most popular automations
When Contact is created in EngageBay CRM > Create a contact in EngageBay CRM > Create customer in Razorpay
When Contact is created in EngageBay CRM then Create a contact in EngageBay CRM and Create customer in Razorpay
Create Razorpay contact for new EngageBay CRM contact
There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Thus, integration of your new Razorpay contact and EngageBay CRM contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See moreThus, integration of your new Razorpay contact and EngageBay CRM contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Update Razorpay contact from new EngageBay CRM contact
EngageBay CRM + Razorpay Integration
- 1of1
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Connect more apps to your EngageBay CRM + Razorpay flow
Streamline customer records and payment alerts across your core stack. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
WhatsApp (3)
WhatsApp (3) +
Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) +
Mailchimp (3)
Mailchimp (3) S
R
E
Create a Razorpay customer for every new Shopify order, and add the contact in EngageBay CRM.
New Shopify orders generate a customer in Razorpay and log the contact in EngageBay CRM without manual copying.
R
E
S
When a Razorpay payment is captured, update the contact in EngageBay CRM and create a fulfillment note in Shopify.
Successful Razorpay payments update your EngageBay CRM contact and log fulfillment details in Shopify instantly.
E
S
R
When a contact is created in EngageBay CRM, create a Shopify customer and generate a Razorpay payment link.
New EngageBay CRM contacts instantly receive a Shopify customer profile and a Razorpay payment link.
S
E
R
If a Shopify order is paid, update the deal in EngageBay CRM and record the transaction in Razorpay.
Paid Shopify orders automatically update EngageBay CRM deals and log the corresponding order in Razorpay.
Supported triggers and actions for EngageBay CRM and Razorpay
Mix and match to build the exact automation you need
EngageBay CRM Triggers & Actions
Razorpay Triggers & Actions
Instant
Order is paid in Razorpay
Triggers the automation when payment is made for any order
Try it → Instant
Payment link is paid in Razorpay
Triggers the automation when payment is successfully made using a link
Try it → Instant
Payment is authorized in Razorpay
Triggers the automation when a payment is authorized
Try it → Instant
Invoice is partially paid in Razorpay
Triggers the automation when an invoice is partially paid
Try it → Instant
Invoice is expired in Razorpay
Triggers the automation when the validity of an invoice expires
Try it → Instant
Payment link is expired in Razorpay
Triggers the automation when a payment link expires
Try it → Instant
Payment Link is cancelled in Razorpay
Triggers the automation when a payment link is cancelled
Try it → Instant
Payment is dispute created in Razorpay
Triggers the automation when a payment dispute is created
Try it → Instant
Refund speed is changed in Razorpay
Triggers the automation when the refund speed is changed
Try it → Instant
Payment link is partially paid in Razorpay
Triggers the automation when a payment link is paid
Try it → Instant
Payment dispute lost in Razorpay
Triggers the automation when a payment dispute is lost
Try it → Instant
Payment dispute won in Razorpay
Triggers the automation when a payment dispute is won
Try it → Instant
Payment dispute closed in Razorpay
Triggers the automation when a payment dispute is resolved and closed
Try it → Instant
Invoice is paid in Razorpay
Triggers the automation when an invoice is marked as paid
Try it → What can you automate with EngageBay CRM + Razorpay?
Streamline your sales and payment workflows from end to end without manual intervention.
🔗
Sync contacts and payment records automatically
Instantly create Razorpay customer profiles whenever a new contact is added in EngageBay CRM, eliminating duplicate data entry across your business tools.
📋
Capture every submitted custom field
Map all available contact attributes and form inputs from EngageBay CRM directly into your Razorpay and downstream records without losing critical data.
🔔
Alert your team the moment payments occur
Notify your sales or finance channels instantly whenever a Razorpay payment is captured, authorized, or settled successfully.
🔀
Route workflows based on transaction values
Trigger distinct follow-up actions or update specific CRM deals depending on the order amount or payment status returned by Razorpay.
🔄
Keep records updated across both systems
Automatically update EngageBay CRM contacts and deals whenever subscription plans, orders, or customer details change in Razorpay.
🔍
Prevent duplicate entries with smart lookups
Search existing records before creating new customers or updating orders, ensuring clean data hygiene across your entire database.
⚡
Handle payment failures and disputes gracefully
Log failed payments, disputed charges, or expired invoices from Razorpay directly into EngageBay CRM for immediate review and follow-up.
🌐
Extend your workflow to external apps
Connect your EngageBay CRM and Razorpay core automation with Google Sheets, Slack, Gmail, or Shopify to expand your operational capabilities.
And much more...
Who is EngageBay CRM + Razorpay integration for?
Connecting EngageBay CRM to Razorpay eliminates manual data entry between your sales pipeline and payment gateway, ensuring accurate financial tracking and streamlined customer management.
Finance managers
Sales representatives
Account executives
Operations teams
Customer success leads
Business owners
📈
Finance managers
You rely on transaction reports to reconcile revenue, but manual data exports leave your financial dashboards hours behind — with this integration, every payment record updates instantly and your numbers stay accurate.
⚡
Sales representatives
You need to know immediately when a prospect settles an invoice, but delayed notifications mean you find out too late — with this integration, every payment confirmation reaches your CRM and alerts your team right away.
🤝
Account executives
You answer to clients who expect complete visibility into their billing and account history, but missing payment logs create frustrating gaps — this integration means every transaction ties directly to the client record.
🔄
Operations teams
You handle high volumes of customer signups and incoming orders every day, but manual entry causes bottlenecks — automating both apps means customer profiles and payment links generate without manual intervention.
🎯
Customer success leads
You depend on sales to hand over account details promptly so onboarding can begin, but communication delays stall your workflow — connecting these apps means customer records and payment statuses sync instantly.
🗂️
Business owners
You need a reliable history of every customer interaction and financial transaction, but fragmented tools lead to scattered records — with this integration, your CRM and payment gateway operate as a single unified system.
Did you know?
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Why choose Integrately to automate EngageBay CRM + Razorpay
Build and manage your EngageBay CRM + Razorpay automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
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Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
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Frequently Asked Questions
How do I connect EngageBay CRM to Razorpay?
You can connect EngageBay CRM to Razorpay in 1-click using ready templates or ask Integrately AI to build the automation and map the fields. It takes just minutes to link your accounts along with apps like Shopify, Slack, and Google Sheets.
Can I automatically create a Razorpay customer when an EngageBay CRM contact is created?
Can I connect EngageBay CRM, Razorpay, and Google Sheets?
What is a good Zapier alternative for EngageBay CRM and Razorpay?
How does EngageBay CRM handle contact data during automation?
Can Razorpay payment events update EngageBay CRM deals?
Do I need coding skills to automate EngageBay CRM and Razorpay?
Is the EngageBay CRM and Razorpay integration free?
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