Popular Insightly + Razorpay Workflows
When Opportunity is created in Insightly > Create customer in Razorpay > Create order in Razorpay
When Opportunity is created in Insightly > Create customer in Razorpay > Create invoice in Razorpay
Create Razorpay contact for new Insightly contact
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 Insightly, 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.
Update Razorpay contact from new Insightly contact
When Contact is created in Insightly > Check condition > Create customer in Razorpay
When Lead is created in Insightly > Check condition > Create customer in Razorpay
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Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
See Insightly IntegrationsRazorpay 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.
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