How to automatically update a customer in Paddle when a contact has been changed in HubSpot

Relay.app is an automation tool that lets you automate actions across HubSpot, Paddle, and many other apps.
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1

Set the HubSpot trigger as "Contact changed"

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 "Contact changed" under HubSpot. This will allow your playbook to automatically detect any changes in the contact details in HubSpot and initiate necessary actions.

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

2

Add the "Update customer" in Paddle automation

Integrate the Paddle automation into your playbook to ensure the prompt update of customers when the corresponding contact has been changed in HubSpot.

Click the "Add step" button, then locate the "Update customer" automation for Paddle and input the mandatory and relevant details.

If your Paddle 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 Paddle account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the customer update in Paddle. Once turned on, it will respond when a contact has been changed in HubSpot by updating the corresponding customer in Paddle 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.

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