Capsule CRM + Razorpay Integration

Integrate Capsule CRM to Razorpay in one click, or tell Integrately AI how you want each order handled. Track payments, update customer records, log transactions, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • 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.
  • Capsule CRM
    Update person in Capsule CRM
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule 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 Capsule CRM + Razorpay Integration

Create orders, update customer records, log transactions, notify your team, and send receipts, all in just one click.

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

Create Razorpay contact for new Capsule CRM person

If you're using Capsule 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 person is created in Capsule 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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Capsule CRM + Razorpay Integration

Create Razorpay contact from new Capsule CRM organisation

If you have created a organisation in Capsule CRM, it's important to create a contact in Razorpay. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Capsule CRM + Razorpay Integration

Create Razorpay order for new Capsule CRM opportunity

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

When you create a opportunity in Capsule 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 Capsule CRM and Razorpay.
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Capsule CRM + Razorpay Integration

Create Razorpay invoice from new Capsule CRM opportunity

Do you use Capsule CRM to keep track of your company's opportunity? 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.
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  • 1of1
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Capsule CRM + Razorpay flow

Send payment notifications, update financial records, and alert your team the moment transactions occur. Pick a combination and activate it in one click.

Capsule CRM
Razorpay
+
GmailGmail (4)
+
WhatsAppWhatsApp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
R
G
C
Send a payment confirmation email via Gmail when a Razorpay payment is captured, and update the person in Capsule CRM
Customers receive instant payment confirmation in Gmail while their Capsule CRM records stay fully updated.
R
G
C
Alert your billing team in Gmail when a Razorpay payment fails, and create a task in Capsule CRM
Failed payments trigger immediate Gmail alerts to your billing team and create follow-up tasks in Capsule CRM.
R
G
C
Send invoice details via Gmail when an invoice is paid in Razorpay, and add a note to the entity in Capsule CRM
Paid invoices automatically trigger client emails in Gmail and log notes in Capsule CRM.
R
G
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Use Claude to draft payment follow-ups in Gmail when a Razorpay payment link expires, and log a task in Capsule CRM
Claude generates polite follow-up emails in Gmail for expired Razorpay payment links, backed by Capsule CRM tasks.

Supported triggers and actions for Capsule CRM and Razorpay

Mix and match to build the exact automation you need

Capsule CRM
Capsule CRM Triggers & Actions
Instant
Person is created in Capsule CRM
Triggers the automation when a new person is created
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Instant
Person is updated in Capsule CRM
Triggers the automation when a person's profile is updated
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Instant
Task is created in Capsule CRM
Triggers the automation when a new task is created
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Instant
Task is updated in Capsule CRM
Triggers the automation when any task is updated
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Instant
Opportunity is created in Capsule CRM
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Capsule CRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in Capsule CRM
Triggers the automation when a case is created
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Instant
Case is updated in Capsule CRM
Triggers the automation when any case is updated
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Instant
Organisation is created in Capsule CRM
Triggers the automation when a new organization is created
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Instant
Organisation is updated in Capsule CRM
Triggers the automation when any organization's profile is modified
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Update person in Capsule CRM
Generates a new person
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Create person in Capsule CRM
Generates a new person
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Search person in Capsule CRM
Retrieves information about a person
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Create opportunity in Capsule CRM
Creates a new instance of the support system
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Search opportunity in Capsule CRM
Searches for a opportunity
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Create task in Capsule CRM
Creates a new task
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Add note to entity in Capsule CRM
Adds a note to a entity
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Create organisation in Capsule CRM
Generates a new invoice
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Search organisation in Capsule CRM
Finds and retrieves information about a organization
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Search person or organisation in Capsule CRM
Searches for a person or organisation
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Add tag to entity in Capsule CRM
Assigns a tag to a designated entity
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Create case in Capsule CRM
Generates a new case entry
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Search case in Capsule CRM
Searches for a case record
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Search milestone in Capsule CRM
Searches for a milestone
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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
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
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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
Try it →
Update item in Razorpay
Updates an item with new information
Try it →

What can you automate with Capsule CRM + Razorpay?

Streamline your sales pipeline and payment operations by connecting every trigger and action between Capsule CRM and Razorpay.

What you can automate?
🔄
Create orders from new opportunities
Automatically generate a Razorpay order the moment a new opportunity is created in Capsule CRM, bridging your sales pipeline with payment processing instantly.
📋
Capture every submitted customer field
Map all available customer details and billing parameters between Razorpay and Capsule CRM instead of just basic names and email addresses.
📢
Notify your team as soon as payments happen
Send instant notifications to your finance or sales team whenever Razorpay captures a payment or when a transaction fails.
🔀
Route workflows based on payment status
Trigger different automated actions depending on whether a Razorpay payment is captured, authorized, or marked as failed.
📝
Keep customer records updated continuously
Automatically update person and organization records in Capsule CRM whenever customer details or subscriptions change in Razorpay.
🔍
Prevent duplicate records with smart search
Search existing contacts and organizations in Capsule CRM before creating new records, preventing duplicate entries during payment processing.
Manage refunds and invoice states
Handle lifecycle events such as processed refunds or expired payment links by updating related tasks and notes in Capsule CRM.
🌐
Extend your workflow to external apps
Connect your core Capsule CRM and Razorpay flow to tools like Slack or Google Sheets to notify stakeholders and log financial data.
And much more...

Who is Capsule CRM + Razorpay integration for?

Connecting Capsule CRM and Razorpay helps sales and finance teams streamline payment collection, eliminate manual data entry, and keep customer records updated across systems.

Finance managers
Finance managers
Sales representatives
Sales representatives
Account managers
Account managers
E-commerce operators
E-commerce operators
Billing specialists
Billing specialists
Customer success managers
Customer success managers
📈
Finance managers
You rely on accurate transaction reports to forecast revenue, but your payment gateway and CRM data are stored in separate silos, so your financial summaries are always missing recent updates — with this integration, every payment record flows directly into your management systems and your figures stay perfectly synchronized.
Sales representatives
You need to know the exact moment a client completes a payment so you can begin onboarding, but you find out about closed deals hours too late through manual updates — with this integration, every successful transaction instantly updates your pipeline and allows you to initiate client follow-ups right away.
🤝
Account managers
You answer to clients who want immediate confirmation when invoices are settled, but manual receipt logging creates frustrating communication delays — this integration means every payment is logged and confirmed across your channels instantly, keeping your clients informed without extra work.
🛒
E-commerce operators
The volume of daily orders coming through your payment gateway is too high for anyone to keep up with by hand, leading to scattered customer profiles and missed record updates — automating both apps means every order and customer profile syncs automatically, keeping your database clean under any transaction volume.
📋
Billing specialists
You own the payment recovery and invoicing workflow, but you depend on sales reps to manually hand over order details before you can issue invoices — this integration means payment links and customer profiles are generated automatically the moment an opportunity is created, removing any handoff friction.
🔍
Customer success managers
You need a reliable history of customer interactions and payment statuses to manage accounts effectively, but you keep finding gaps caused by manual data entry oversights — connecting these apps means every transaction and customer update is captured chronologically, giving you a complete history.
Our team

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Tell us what type of automation you want to make?

Why choose Integrately to automate Capsule CRM + Razorpay

Build and manage your Capsule 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 Capsule 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.
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
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Frequently Asked Questions

How do I connect Capsule CRM to Razorpay?
Frequently Asked Questions
You can connect Capsule CRM to Razorpay using ready-made templates or by letting Integrately AI build the workflow for you in 1-click. You can also connect apps like Gmail, Slack, and Google Sheets.
Can I automatically create a Razorpay order from a Capsule CRM opportunity?
Frequently Asked Questions
Can I connect Capsule CRM, Razorpay, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Capsule CRM and Razorpay?
Frequently Asked Questions
How does Capsule CRM handle contact updates during payment processing?
Frequently Asked Questions
Can Razorpay trigger automated tasks in Capsule CRM when payments fail?
Frequently Asked Questions
Do I need coding skills to automate Capsule CRM and Razorpay?
Frequently Asked Questions
Is the Capsule CRM and Razorpay integration free?
Frequently Asked Questions
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You Can Also Connect Capsule CRM or Razorpay With 1500+ Other Apps

Capsule CRM
Popular Capsule CRM Integrations
Connect Capsule CRM with email, calendar, and support tools to manage customer interactions and follow-ups efficiently.
Razorpay
Popular Razorpay Integrations
Sync Razorpay with accounting, invoicing, and reporting tools to keep your financial workflows synchronized.
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Razorpay Integrations arrow right
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