How to connect Razorpay for payments in HelloGrowthCRM
Connect Razorpay to HelloGrowthCRM in 5 minutes to send payment links, accept UPI/cards/net-banking, and reconcile.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Integrations section to browse more guides, compare related tasks, and choose a better starting point.
View all Integrations guidesConnecting Razorpay lets you send payment links via WhatsApp/email/SMS, accept UPI/cards/net-banking, auto-reconcile to invoices, and process refunds.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Razorpay account
- •KYC completed
- •Razorpay API keys
- •Pro tier (or Starter + payments add-on)
- •7-10 minutes
- 1
Get Razorpay API keys
Razorpay → Settings → API Keys → Generate. Test for setup; Live for production.
- 2
Open HelloGrowthCRM Integrations
Settings → Integrations → search Razorpay → Connect.
- 3
Paste credentials
key_id and key_secret. Toggle Test mode. Click Verify.
- 4
Configure default settings
Currency INR. GST 18%. Invoice auto-create. Webhook auto-set.
- 5
Set up webhook signature
Razorpay Webhooks → add our URL. Paste secret in Razorpay.
- 6
Configure email/WhatsApp templates
Default payment-link templates with logo, amount, GST breakdown.
- 7
Test with small charge
₹1 test payment link. Verify webhook fires, invoice creates.
- 8
Switch to Live mode
Regenerate Live keys; update; test with another live payment.
- 9
Set auto-reconciliation
Auto-match by deal_id, amount, customer email.
Frequently asked questions
Razorpay fees?▾
~2% per card, lower for UPI.
International cards?▾
Yes, fee ~3%.
Subscriptions?▾
Yes via recurring payment links.
Settlement timing?▾
T+2 for cards, T+1 for UPI typically.
Refund processing time?▾
5-7 business days for cards. UPI: 2-3 days.
Cashfree alternative?▾
Yes — see Cashfree integration.
Related articles
See it in product
Try it yourself
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Integrations or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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