- How to create a new customer in Paddle from Google Contacts
- 1. Set the Google Contacts trigger as "Contact created"
- 2. Add the "Get or create customer" in Paddle 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 customer in Paddle from Google Contacts
Set the Google Contacts trigger as "Contact 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 "Contact created" under Google Contacts. This will allow your playbook to automatically detect the newly created contacts in Google Contacts and initiate necessary actions.
If this is your first time using a Google Contacts integration in Relay.app, a prompt will guide you through the connection process.
Add the "Get or create customer" in Paddle automation
Integrate the Paddle automation into your playbook to ensure the prompt creation of a new customer in Paddle when there's a newly added contact in Google Contacts.
Click the "Add step" button, then locate the "Get or create 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.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new customer in Paddle. Once turned on, it will respond to newly added contacts in Google Contacts by creating a new 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.