Overview
Cashfree is a strong India payments option alongside Razorpay. Webhook verification and idempotent processing prevent duplicate payment states in CRM.
What data is involved
- Order and payment lifecycle events.
- Settlement references for reconciliation.
Step-by-step setup
Setup at a glance (3-5 bullets)
- Settings → Integrations → Cashfree.
- Add client ID, secret, and webhook secret for signature verification.
- Map order references to CRM deals or invoices.
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Settings → Integrations → Cashfree.
- Add client ID, secret, and webhook secret for signature verification.
- Map order references to CRM deals or invoices.
Best practices
- Log webhook delivery IDs for finance audits.
- Map INR formatting consistently with invoices.
Best for & common use cases
India-first GTM teams needing Cashfree alongside Razorpay options.
- COD and prepaid flows with reconciliation on the account.
Expected outcomes
- Faster lead handoff between tools and CRM owners
- Cleaner activity history for follow-up and reporting
- Lower manual copy-paste errors in the pipeline
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.