Razorpay

The integration of Razorpay with 3sigma CRM allows you to seamlessly manage and collect payments directly through invoices and forms, all within the 3sigma platform. This integration is designed to streamline your payment process, automate reminders, and provide real-time updates

Benefits of Integrating Razorpay with 3sigma

• Effortless Payment Collection: Create and send customized invoices and payment forms to your customers directly from the 3sigma platform, making it easier to collect payments.

• Automated Payment Reminders: Keep customers informed and reduce overdue payments with automated reminders and payment confirmation notifications.

• Centralized Management: Manage all your payments in one place, view transaction history, and track the status of each payment in real-time through your 3sigma dashboard.

How to Connect Razorpay with 3sigma

Follow these simple steps to integrate Razorpay with your 3sigma account:

Step 1: Generate Your Razorpay API Key

1. Log In to Razorpay:

   • Go to the Razorpay Dashboard and log in to your account.

2. Create an API Key:

   • Navigate to Settings > API Keys.

   • Click Generate Key, give it a name, and copy the Key ID and Key Secret. Keep these details secure as they will be used to connect to 3sigma.

Step 2: Connect Razorpay to 3sigma

1. Open 3sigma CRM:

   • Log in to your 3sigma account and go to Integrations in the settings menu.

2. Select Razorpay:

   • Find the Razorpay integration option and click on it.

3. Enter Your API Details:

   • Paste the Key ID and Key Secret from Razorpay into the respective fields in the 3sigma integration setup.

   • Click Connect to establish the connection.

Once connected, Razorpay will start syncing with 3sigma, and you’ll be able to manage invoices and forms directly from your CRM.

Using Razorpay Within 3sigma

After the integration is set up, you can begin using Razorpay to manage your payments:

• Create and Send Invoices:

  • In the 3sigma app, navigate to the Invocies section.

  • Click Create Invoice, fill in the necessary details (customer information, amount, due date), and send it directly to your customers.

  • Track the status of each invoice in real-time.

• Set Up Payment Forms:

  • Access the Forms option in the 3sigma app to create customized payment forms.

  • Add required fields like customer name, email, and payment amount.

  • Share the form link with your customers to collect payments quickly and efficiently.

Managing and Tracking Payments

With the Razorpay integration, all your transactions are logged in 3sigma, allowing you to:

• Monitor Payment Status: View whether payments are pending, completed, or overdue.

• Send Automated Reminders: Automatically notify customers of upcoming due dates or overdue payments to improve collection rates.

• Access Payment History: Keep a record of all your transactions and view detailed reports from the 3sigma dashboard.

Troubleshooting and Notifications

If there’s an issue with the integration or a payment fails, 3sigma will send you a notification, so you’re always aware of your payment status. If you experience any persistent issues, you can contact our support team for further assistance.