How to automatically create a new HubSpot deal for a new transaction created in Paddle

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Transaction created" under Paddle. This will allow your playbook to automatically detect each new transaction created in Paddle and initiate necessary actions.

If this is your first time using a Paddle integration in Relay.app, a prompt will guide you through the connection process.

Integrate the HubSpot automation into your playbook to ensure the prompt creation of a new deal in HubSpot for each new transaction created in Paddle.

Click the "Add step" button, then locate the "Create deal" automation for HubSpot and input the mandatory and relevant details.

If your HubSpot account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your HubSpot account.

Activating your playbook is the final step to automate the creation of a new deal in HubSpot. Once turned on, it will respond to new transactions created in Paddle by creating a new deal in HubSpot without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.