Agile CRM + Razorpay Integration

Integrate Agile CRM to Razorpay in one click, or tell Integrately AI how you want each order handled. Record transactions, create customer profiles, update subscription statuses, and alert your team automatically.

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Razorpay
    Payment is captured in Razorpay Instant
  • Razorpay
    Payment is failed in Razorpay Instant
  • Razorpay
    Order is paid in Razorpay Instant
  • Razorpay
    Payment link is paid in Razorpay Instant
  • Razorpay
    Payment is authorized in Razorpay Instant
  • Razorpay
    Invoice is partially paid in Razorpay Instant
  • Razorpay
    Refund is processed in Razorpay Instant
  • Razorpay
    Invoice is expired in Razorpay Instant
  • Razorpay
    Payment link is expired in Razorpay Instant
  • Razorpay
    Payment Link is cancelled in Razorpay Instant
  • Razorpay
    Payment is dispute created in Razorpay Instant
  • Razorpay
    Refund speed is changed in Razorpay Instant
  • Razorpay
    Payment link is partially paid in Razorpay Instant
  • Razorpay
    Payment dispute lost in Razorpay Instant
  • Razorpay
    Payment dispute won in Razorpay Instant
  • Razorpay
    Payment dispute closed in Razorpay Instant
  • Razorpay
    Invoice is paid in Razorpay Instant
  • Razorpay
    Refund is created in Razorpay Instant
Arrow Right
2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Razorpay
    Create customer in Razorpay
  • Razorpay
    Update customer in Razorpay
  • Razorpay
    Create payment Link in Razorpay
  • Razorpay
    Create order in Razorpay
  • Razorpay
    Update order in Razorpay
  • Razorpay
    Get order by id in Razorpay
  • Razorpay
    Create invoice in Razorpay
  • Razorpay
    Get invoice by id in Razorpay
  • Razorpay
    Create subscription in Razorpay
  • Razorpay
    Update subscription in Razorpay
  • Razorpay
    Create plan in Razorpay
  • Razorpay
    Create item in Razorpay
  • Razorpay
    Update item in Razorpay

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Ready Workflows Ready Workflows for Agile CRM + Razorpay Integration

Capture payments, update customer records, manage subscriptions, sync invoices, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + Razorpay Integration

Create Razorpay contact for new Agile CRM contact

If you're using Agile CRM to manage your sales leads, it's important to also use Razorpay to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Agile CRM, a corresponding contact will automatically be created in Razorpay.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Agile CRM + Razorpay Integration

Create Razorpay order for new Agile CRM deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Agile CRM and Razorpay work together to make accounting and bookkeeping simple.

When you create a deal in Agile CRM, it will automatically create an order in Razorpay. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Agile CRM and Razorpay.
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Agile CRM + Razorpay Integration

Create Razorpay invoice from new Agile CRM deal

Do you use Agile CRM to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in Razorpay?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agile CRM + Razorpay flow

Process payments and sync customer data across your store, email lists, and team channels. Pick a combination and activate it in one click.

Agile CRM
Razorpay
+
ShopifyShopify (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
ZoomZoom (3)
S
R
A
When a Shopify order is paid, capture the payment in Razorpay and create a contact in Agile CRM
Shopify orders trigger Razorpay payment captures and create new Agile CRM contacts instantly without manual entry.
R
A
S
When a Razorpay payment is captured for a Shopify order, add a tag to the contact in Agile CRM
Successful Razorpay payments update Agile CRM contacts with specific tags so your sales team knows who has paid.
A
R
S
When an Agile CRM deal milestone changes after a Shopify purchase, update the customer in Razorpay
Deal progress in Agile CRM updates customer records in Razorpay to keep billing and sales aligned.
S
R
A
Use Claude to summarise Shopify order notes, create a deal in Agile CRM, and log payment details in Razorpay
AI analyses Shopify order notes before creating a deal in Agile CRM and recording the transaction in Razorpay.

Supported triggers and actions for Agile CRM and Razorpay

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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Razorpay
Razorpay Triggers & Actions
Instant
Payment is captured in Razorpay
Triggers the automation when a payment is captured
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Instant
Payment is failed in Razorpay
Triggers the automation when a payment fails
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Instant
Order is paid in Razorpay
Triggers the automation when payment is made for any order
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Instant
Payment link is paid in Razorpay
Triggers the automation when payment is successfully made using a link
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Instant
Payment is authorized in Razorpay
Triggers the automation when a payment is authorized
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Instant
Invoice is partially paid in Razorpay
Triggers the automation when an invoice is partially paid
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Instant
Refund is processed in Razorpay
Triggers the automation when a refund is processed
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Instant
Invoice is expired in Razorpay
Triggers the automation when the validity of an invoice expires
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Instant
Payment link is expired in Razorpay
Triggers the automation when a payment link expires
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Instant
Payment Link is cancelled in Razorpay
Triggers the automation when a payment link is cancelled
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Instant
Payment is dispute created in Razorpay
Triggers the automation when a payment dispute is created
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Instant
Refund speed is changed in Razorpay
Triggers the automation when the refund speed is changed
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Instant
Payment link is partially paid in Razorpay
Triggers the automation when a payment link is paid
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Instant
Payment dispute lost in Razorpay
Triggers the automation when a payment dispute is lost
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Instant
Payment dispute won in Razorpay
Triggers the automation when a payment dispute is won
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Instant
Payment dispute closed in Razorpay
Triggers the automation when a payment dispute is resolved and closed
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Instant
Invoice is paid in Razorpay
Triggers the automation when an invoice is marked as paid
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Instant
Refund is created in Razorpay
Triggers the automation when a refund is initiated
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Create customer in Razorpay
Adds a new customer to the database
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Update customer in Razorpay
Updates a customer's information
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Create payment Link in Razorpay
Generates secure payment links for customers to make transactions
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Create order in Razorpay
Creates a new order
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Update order in Razorpay
Updates the status and details of an existing order
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Get order by id in Razorpay
Retrieves an order by its id
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Create invoice in Razorpay
Generates invoices for sales transactions
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Get invoice by id in Razorpay
Retrieves a invoice using its id
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Create subscription in Razorpay
Enrolls users in a subscription service
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Update subscription in Razorpay
Updates the subscription details
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Create plan in Razorpay
Generates a new plan based on user input
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Create item in Razorpay
Generates a new item
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Update item in Razorpay
Updates an item with new information
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What can you automate with Agile CRM + Razorpay?

Streamline your billing and customer relationship management with ready-to-run automation recipes.

What you can automate?
💳
Sync paid orders directly into customer CRM profiles
Every successful Razorpay payment creates or updates a contact in Agile CRM instantly, ensuring your sales pipeline reflects real revenue without manual copying.
📝
Capture every submitted payment field and custom note
Map complete Razorpay transaction metadata and order descriptions into Agile CRM notes and fields instead of basic names and emails.
🔔
Alert your team the moment a transaction clears
Notify sales channels and finance desks on Slack or email as soon as Razorpay captures a payment or processes a subscription.
🔀
Route records based on payment tiers or custom tags
Send enterprise orders to dedicated sales pipelines in Agile CRM while routine transactions follow standard processing rules.
🔄
Keep customer records updated as subscription statuses change
Reflect subscription renewals, upgrades, or expirations in Agile CRM automatically whenever Razorpay updates billing plans.
🔍
Search and update existing contacts instead of creating duplicates
Check if a customer already exists in Agile CRM before processing payment data from Razorpay, keeping your database clean.
⚠️
Handle failed payments and refunds with automated tasks
Trigger Agile CRM tasks and support cases whenever Razorpay processes a refund or registers a payment failure.
🌐
Extend your payment workflow to connected business apps
Connect Razorpay and Agile CRM with Google Sheets, Mailchimp, or Shopify to run multi-step operations effortlessly.
And much more...

Who is Agile CRM + Razorpay integration for?

Finance teams, sales managers, and business owners scaling their payment operations and customer relationship tracking need seamless coordination between transactions and records.

Finance Directors
Finance Directors
Sales Managers
Sales Managers
Account Managers
Account Managers
Customer Support Leads
Customer Support Leads
Sales Representatives
Sales Representatives
Operations Directors
Operations Directors
📈
Finance Directors
You're reconciling daily transactions across platforms, but your reporting sheet only updates when someone manually exports payment data, so the revenue counts you're reviewing are always a few hours behind — with this integration, every captured payment updates your records instantly and your financial data stays current.
Sales Managers
You need to follow up on new orders immediately, but customer records sit trapped in payment gateways until someone copies them over by hand, so your reps reach out too late — with this integration, every new Razorpay order creates an Agile CRM contact instantly and your team can follow up right away.
🤝
Account Managers
You answer to clients who want to see their onboarding and billing status updated in real time, but your manual tracking leaves gaps that cause confusion — with this integration, every payment milestone updates your Agile CRM records automatically and your client visibility remains spotless.
📊
Customer Support Leads
The volume of failed payments and billing inquiries is too high for anyone to keep up by hand, leading to delayed support cases — with this integration, every payment failure in Razorpay generates an Agile CRM task automatically and your support team can resolve issues without missing a beat.
🎯
Sales Representatives
You depend on finance to hand over payment confirmations before you can start onboarding, but communication delays stall your workflow — with this integration, every paid Razorpay invoice creates a deal in Agile CRM and your handoff happens the moment the transaction clears.
🗂️
Operations Directors
You need a reliable transaction history for audits, but manual data entry keeps leaving missing rows and mismatched records — with this integration, every order and customer profile syncs between Agile CRM and Razorpay without gaps, ensuring complete operational accuracy.
Our team

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Why choose Integrately to automate Agile CRM + Razorpay

Build and manage your Agile CRM + Razorpay automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Razorpay with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

1
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2
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Automation is ready
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Frequently Asked Questions

How do I connect Agile CRM to Razorpay?
Frequently Asked Questions
You can connect Agile CRM to Razorpay in 1 click using ready templates on Integrately or by asking Integrately AI to build the workflow. Link your accounts, select your trigger and action, and activate the integration alongside tools like Shopify, Slack, and Google Sheets.
Can I automatically create Agile CRM contacts when a Razorpay payment is captured?
Frequently Asked Questions
Can I connect Agile CRM, Razorpay, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Razorpay?
Frequently Asked Questions
How does Agile CRM handle new contact creation during Razorpay transactions?
Frequently Asked Questions
How does Razorpay update payment data in Agile CRM?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Razorpay?
Frequently Asked Questions
Is the Agile CRM and Razorpay integration free?
Frequently Asked Questions
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