- How to create a new contact in Google Contacts for every new customer in Paddle
- 1. Set the Paddle trigger as "Customer created"
- 2. Add the "Get or create contact" in Google Contacts automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Paddle and Google Contacts
- More how-to guides featuring Paddle and Google Contacts
How to create a new contact in Google Contacts for every new customer in Paddle
Set the Paddle trigger as "Customer created"
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 "Customer created" under Paddle. Then, select the necessary settings. This will allow your playbook to automatically detect the new customer 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.
Add the "Get or create contact" in Google Contacts automation
Integrate the Google Contacts automation into your playbook to ensure the prompt creation of a new contact for each new customer created in Paddle.
Click the "Add step" button, then locate the "Get or create contact" automation for Google Contacts and input the mandatory and relevant details.
If your Google Contacts 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 Google Contacts account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new contact in Google Contacts. Once turned on, it will respond to each new customer created in Paddle by creating a corresponding contact in Google Contacts 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.