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Salesforce + Razorpay + UPI

Salesforce Razorpay integration for UPI, card and net-banking payments

We connect Razorpay to Salesforce so your team can send a payment link from a record, customers can pay by UPI, card or net banking, and the payment status updates in Salesforce automatically.

  • Payment links or checkout created from Salesforce records
  • UPI, cards, net banking and wallets through Razorpay
  • Webhooks update Salesforce when payments are captured, failed or refunded
  • Signature verification on every webhook

How it fits together

  • A Flow or button calls Razorpay's Orders or Payment Links API using credentials stored in a Named Credential
  • The link goes to the customer by email, SMS or a WhatsApp template
  • Razorpay sends webhook events, for example payment.captured, to a Salesforce endpoint
  • Salesforce checks the X-Razorpay-Signature, updates the payment record and triggers the next step

Use cases

Booking amounts

Property bookings, travel deposits and course seats paid from a link.

Instalments and EMIs

Scheduled payment links with reminders until each one is paid.

Invoices

Collect against invoices and pass receipts to Tally or your ERP.

Subscriptions

Recurring payments for services, tracked on the account.

Refunds

Refunds initiated from Salesforce with status written back.

Reconciliation

Settlement data matched to Salesforce payment records for finance.

Security and compliance

  • Card and UPI details never touch Salesforce; Razorpay handles them
  • API keys stored in Named Credentials, not in code
  • Idempotent webhook handling so retries do not double-count payments

Project steps

  1. Step 1

    Flows

    Decide which records trigger payments and what happens after each status.

  2. Step 2

    Build

    API callouts, webhook endpoint, payment object and automations.

  3. Step 3

    Test

    Razorpay test mode end to end, including failures and refunds.

  4. Step 4

    Go live

    Switch to live keys, monitor and hand over.

Frequently asked questions

Can customers pay by UPI from a Salesforce payment link?

Yes. Razorpay payment links and checkout support UPI alongside cards, net banking and wallets.

How does Salesforce know a payment succeeded?

Razorpay sends a webhook to a Salesforce endpoint. We verify the signature and update the payment record, then trigger receipts or next steps.

Is there an AppExchange app for this?

Some apps exist. We review them against your needs, and build a custom integration only when an app does not fit.

Can the same setup work with PayU or another gateway?

Yes. The pattern of order, link, webhook and record update is similar for other Indian gateways.

Tell us what you are working on

Share your goals and current setup. We will come back with questions, a suggested approach and the next steps.

Contact Raushang4 Technology