Managing payments efficiently is essential for any sales-driven business. With Kylas CRM’s seamless integration with Razorpay, you can generate and manage payment links directly from your lead or deal records. Here's a step-by-step guide on how to set up and use Razorpay’s Payment Link Generation feature in Kylas.

Prerequisites

Before you begin, ensure the following:

• You have an active Razorpay account.

• You are an admin in your Kylas CRM account.

• You have access to Kylas Marketplace.

• Your API keys for both Razorpay and Kylas are readily available.

Payment links generation app helps Kylas users to connect their Razorpay account with Kylas and generate the payment links from Kylas sale CRM itself.

Step 1: Setup Razorpay Account in Kylas

1. Navigate to ‘Installed Apps’ in the Kylas Marketplace.

2. Click ‘View Details’ for the app titled Razorpay – Payment link generation.

3. Go to the ‘API Keys’ section.

4. Paste the Kylas API Key (find it here) and click ‘Save’.

5. Move to the ‘Connected Accounts’ section.

6. Click ‘Add Connected Account’.

7. Choose vendor as Razorpay.

8. Enter your Razorpay Key ID and Key Secret (from Razorpay dashboard).

9. Check ‘Active/Enabled’ and click Save.

Step 2: Configure After-Payment Activities

1. In the ‘Connected Accounts’ section, click ‘After Payment Actions’.

2. Select ‘Add Payment Actions’.

3. Choose the event (e.g., payment_link.paid) and the corresponding action, such as:

   • Updating the deal pipeline stage

   • Sending a notification

4. You can add multiple such actions – the app will execute them based on the deal’s pipeline.

Step 3: Setup Webhook in Razorpay

To ensure Razorpay communicates payment events back to Kylas:

1. Go to the ‘Connected Account’ section in the app.

2. Copy the Webhook URL generated there.

3. Login to your Razorpay Dashboard → Settings → Webhooks.

4. Paste the URL and select the following event:

   • payment_link.paid

5. Save the webhook. Now, Kylas will receive real-time updates on payments.

Step 4: Add Users to the Application

1. Go to ‘Manage Users’ in the Razorpay app.

2. Click ‘Add User’.

3. Enter:

   • Name

   • Email

   • Select a Role: Admin or Member

   • Link the user to a Kylas User

4. Click Save.

   • Admins can access all features.

   • Members can only view the payment links they've generated.

   • All users receive a verification email upon being added.

Step 5: Generate a Razorpay Payment Link

1. Go to any Lead or Deal details page in Kylas Sales.

2. Click the ‘More Actions’ button (beside the edit icon).

3. Select ‘Generate Payment Link’.

4. Fill in:

   • Amount

   • Description

   • Customer name & email

5. Click ‘Create Payment Link’.

Once created:

• A Note is added to the Lead/Deal with link details (URL, ID, amount, time).

• You can also:

  • Resend

  • Cancel

  • View existing payment links

When the customer makes a payment:

• A success Note is auto-added.

• The configured after-payment actions are executed (like updating pipeline stage).

How to set up webhook in Razorpay

Use Cases

Here are some real-world scenarios where this integration is useful:

1. Advance Payments on Leads: 

Sales reps can collect booking amounts or token advances during the lead stage—ensuring commitment and reducing lead leakage.

2. Automated Payment Follow-ups

Payment links are logged as Notes on Leads/Deals, and follow-up reminders can be automated using CRM workflows.

3. Partial Payments for High-Ticket Sales

Create custom links for partial payments, track balances, and update deal stages automatically once paid.

4. Onboarding Fee Collection

For service-based businesses like edtech, healthcare, or SaaS, the app can be used to collect onboarding/setup fees as soon as the deal moves to a confirmed stage.

5. Zero Dependency on Finance Team

Sales executives no longer need to raise tickets or email accounts teams for payment link generation—everything is self-serve.

6. Real-Time Status Tracking

Whether the payment is completed or not, the CRM stays updated instantly via webhook events.

Payment Link Lifecycle in Kylas

Stage	Action
Lead/Deal Identified	Generate Payment Link from "More Actions"
Link Created	Auto Note on CRM with Razorpay Link & Details
Payment Completed	Razorpay triggers webhook → Kylas performs configured actions
Deal Updated	Status/Pipeline/Notes updated automatically in Kylas

 

Conclusion

Integrating Razorpay with Kylas helps you centralize and automate your payment workflow, improve customer experience, and reduce follow-ups. In just a few clicks, sales reps can now generate and track payment links, while the system takes care of pipeline updates and logs.

If you're ready to simplify your collections, enable this app today and supercharge your sales journey!