Integrating Razorpay with Your CRM

You can integrate Razorpay, a popular payment provider in India, to process payments directly within your CRM. This integration lets you accept one-time, custom-amount, and recurring payments through order forms, invoices, payment links, forms, and contact pages. It also supports subscription management features like cancellations, card updates, and refunds.

Steps to Set Up the Razorpay Integration

To connect Razorpay to your CRM, follow these steps:

1. Install the Razorpay App
   Go to the App Marketplace within your sub-account and install the Razorpay application.
2. Authenticate with API Keys
   After installation, you will see an authentication page. Log in to your Razorpay dashboard, navigate to Accounts & Settings → API Keys, copy your API keys, and paste them into the CRM authentication page.
3. Configure Webhooks in Razorpay
   In your Razorpay dashboard, go to Accounts & Settings → Webhooks. Add the following webhook URL: . Enable all payment-related events to ensure proper synchronization of transaction statuses.
4. Register and Whitelist Your Domain
   

   Razorpay only processes payments from domains that are registered and whitelisted in their system.

   • In your CRM, go to Settings → Business Profile → Branded Domain, register the domain you are using, verify it, and update the information.
   • Then, in your Razorpay dashboard, go to Accounts & Settings → Business Website Details → Add Additional Website/App Details and add the same branded domain. Razorpay will verify the domain to complete the whitelisting.

Frequently Asked Questions

I get an error about an unregistered domain when accepting a payment. What should I do?

This error occurs because Razorpay requires the domain used for payment processing to be whitelisted for your specific merchant account. By default, the CRM uses a generic branded domain that is only approved for its own account. To resolve this, you must register and use your own branded domain in the CRM (as described in Step 4) and add it to your Razorpay dashboard. Once your domain is verified, payments will process successfully.

Does the Razorpay integration support SaaS mode or Wallet recharges?

No. While the CRM supports SaaS mode and wallet recharges with a custom payment provider, the specific Razorpay integration does not support these features. Razorpay does not allow off-session charging on saved cards through this integration. Only fixed-duration subscriptions are supported.