Guide

How to add a new deal in Pipedrive when a subscription is created in Paddle

Automate your deal management process by integrating Paddle with Pipedrive through Relay.app. This integration enables the automatic addition of new deals in Pipedrive whenever a subscription is created in Paddle. As new subscriptions are initiated in Paddle, Relay.app dynamically generates corresponding deals in Pipedrive. This streamlined approach enhances sales tracking and ensures that your pipeline reflects the latest subscription data.
Paddle logoPaddle > Pipedrive
Trigger
Last triggered
Paddle logoSubscription created
Pipedrive logoAdd deal
1

Set the Paddle trigger as "Subscription 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 "Subscription created" under Paddle. This will allow your playbook to automatically detect the newly created subscription 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.

2

Add the "Add deal" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new lead in Pipedrive when a new subscription has been created in Paddle.

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

If your Pipedrive 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 Pipedrive account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new deal in Pipedrive. Once turned on, it will respond to the newly created subscriptions in Paddle by adding a new deal in Pipedrive 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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