Overview
PhonePe dominates UPI volume in India for many merchants. CRM should reflect payment success or failure on the opportunity or invoice driving the link.
What data is involved
- UPI transaction IDs and status callbacks.
- CRM invoice or payment link references.
Step-by-step setup
Setup at a glance (3-5 bullets)
- Settings → Integrations → PhonePe (merchant dashboard).
- Configure API keys and callback URL to CRM.
- Map merchant transaction IDs to CRM payment records.
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 → PhonePe (merchant dashboard).
- Configure API keys and callback URL to CRM.
- Map merchant transaction IDs to CRM payment records.
Best practices
- Retry policies for ambiguous pending states.
- Train reps not to mark deals won until payment confirms.
Best for & common use cases
Indian SMBs that collect UPI-heavy payments from customers.
- Field sales sending payment links after verbal commits.
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.