Agile CRM + Razorpay Integration

Connect Agile CRM to Razorpay - Automate your workflows in 1-click

Make use of Agile CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Razorpay automations, you can effortlessly accept payments, manage subscriptions, and gain valuable insights into your financial data. Skip the manual back and forth! Easily automate the flow of data between Agile CRM & Razorpay using Integrately.

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Ready Workflows For Agile CRM + Razorpay Integration

Just click on the workflow you want to automate

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.

Activate

Update Razorpay contact from new Agile CRM contact

Agile CRM + Razorpay Integration

Activate

When Contact is created in Agile CRM > Check condition > Create customer in Razorpay

Agile CRM + Razorpay Integration

Activate

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Create Your Own Agile CRM & Razorpay Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Agile CRM
Triggers the automation whenever a new contact is created
Tag is added to contact in Agile CRM
Triggers the automation whenever a tag is added
Deal is created in Agile CRM
Triggers the automation whenever a deal is created
Deal milestone is changed in Agile CRM
Triggers the automation whenever a deal milestone is changed
Task is created in Agile CRM
Triggers the automation whenever a new task is created
Event is created in Agile CRM
Triggers the automation whenever a new event is created
Case is created in Agile CRM
Triggers the automation whenever a new case is created
Payment is captured in Razorpay
Triggers the automation whenever a payment is captured
Instant
Payment is failed in Razorpay
Triggers the automation whenever a payment fails
Instant
Order is paid in Razorpay
Triggers the automation whenever payment is made for any order
Instant
Payment link is paid in Razorpay
Triggers the automation whenever payment is successfully made using a link
Instant
Payment is authorized in Razorpay
Triggers the automation whenever a payment is authorized
Instant
Invoice is partially paid in Razorpay
Triggers the automation whenever an invoice is partially paid
Instant
Refund is processed in Razorpay
Triggers the automation whenever a refund is processed
Instant
Invoice is expired in Razorpay
Triggers the automation whenever the validity of an invoice expires
Instant
Payment link is expired in Razorpay
Triggers the automation whenever a payment link expires
Instant
Payment Link is cancelled in Razorpay
Triggers the automation whenever a payment link is cancelled
Instant
Payment is dispute created in Razorpay
Triggers the automation whenever a payment dispute is created
Instant
Refund speed is changed in Razorpay
Triggers the automation whenever the refund speed is changed
Instant
Payment link is partially paid in Razorpay
Triggers the automation whenever a payment link is paid
Instant
Payment dispute lost in Razorpay
Triggers the automation whenever a payment dispute is lost
Instant
Payment dispute won in Razorpay
Triggers the automation whenever a payment dispute is won
Instant
Payment dispute closed in Razorpay
Triggers the automation whenever a payment dispute is resolved and closed
Instant
Invoice is paid in Razorpay
Triggers the automation whenever an invoice is marked as paid
Instant
Refund is created in Razorpay
Triggers the automation whenever a refund is initiated
Instant

Create contact in Agile CRM
Automatically adds a new contact to the database
Update contact in Agile CRM
Automatically updates contact information with new details
Add score to contact in Agile CRM
Automatically assigns a score to a contact
Add tag to contact in Agile CRM
Automatically assigns a tag to a contact
Create deal in Agile CRM
Automatically generates a new deal with
Create task in Agile CRM
Automatically creates a new task
Add note in Agile CRM
Automatically adds a note to the selected item
Search contact in Agile CRM
Automatically finds and retrieves contact information
Search company in Agile CRM
Automatically find information about a company
Create company in Agile CRM
Automatically generates a new company profile with given details
Subscribe to campaign in Agile CRM
Automatically subscribes to a campaign
Add event in Agile CRM
Automatically schedule an event
Create customer in Razorpay
Automatically adds a new customer to the database
Update customer in Razorpay
Automatically updates a customer's information
Create payment Link in Razorpay
Automatically generates secure payment links for customers to make transactions
Create order in Razorpay
Automatically creates a new order
Update order in Razorpay
Automatically updates the status and details of an existing order
Get order by id in Razorpay
Automatically retrieves an order by its ID
Create invoice in Razorpay
Automatically generates invoices for sales transactions
Get invoice by id in Razorpay
Automatically retrieves a invoice using its ID
Create subscription in Razorpay
Automatically enroll users in a subscription service
Update subscription in Razorpay
Automatically updates the subscription details
Create plan in Razorpay
Automatically generates a new plan based on user input
Create item in Razorpay
Automatically generates a new item
Update item in Razorpay
Automatically updates an item with new information

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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Razorpay With 1200+ Other Apps

Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.

See Agile CRM Integrations

Razorpay is India's leading payment gateway. It helps your business accept payments instantly with a simple integration and provides you with an online dashboard to manage all transactions.

See Razorpay Integrations