- How to sync a new Brevo contact to create a Paddle customer
- 1. Create your playbook and set the Brevo trigger as "New contact added"
- 2. Add the "Get or create customer" in Paddle automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Brevo and Paddle
- Related blog posts
- More how-to guides featuring Brevo and Paddle
How to sync a new Brevo contact to create a Paddle customer
Create your playbook and set the Brevo trigger as "New contact added"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "New contact added" under Brevo. Then, select details like name and email. This will allow your playbook to automatically detect the newly added contact in Brevo and initiate necessary actions.
If this is your first time using a Brevo 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 a new contact has been added on Brevo.
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 each newly added contact in Brevo by creating a new customer on 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.