PayU Integration With Kylas CRM: A Step-by-Step Guide

Overview

PayU is a leading payment gateway that provides various payment-related services like payment links, payment pages and much more. with the integration of PayU with Kylas users can create payment links, take after payment actions like updating the pipeline stages based on payment status as success of failure. Generate payment link from Kylas via PayU. View the payment links and update the Leads and Deals pipeline stages automatically based on the status of payment.

How will it work?

Select the PayU marketplace application.

Click on install app.
Click on Allow and Install.
Sign up for the application if you are first time user of this application and get your email id verified.
Now Login into PayU application.

Go to API Key Tab and paste your Kylas API key here.

Click on Save.
Go to Connected accounts and click on connect account button.

Enter all the required information, turn on the active toggle and click on save.

Go to manage user to add your Kylas users in this application so that those users can install this application on their Kylas account to create payment link and share it with your customers.

Click on Fetch users to get all the Kylas users into PayU application.

Click on Invite to login to send the invite for respective user to use this application.
Go to lead/deal details page and click on more action button.

Verify all the details in Create payment link form and fill the additional information if required.

Click on Create payment link CTA to create a payment link.
You can check all sent payment links by clicking on the PayU icon available of lead/Deal details page, right hand side in productivity section.