Guide

How to automatically create new contacts in Apollo for new Paddle transactions

Looking to effortlessly manage your customer contacts across platforms? In this guide, we'll show you how to automatically create new contacts in Apollo whenever a new transaction occurs in Paddle, using Relay.app. Let's dive into the steps to streamline your contact management workflow and enhance your customer relationship management. In this guide, we'll demonstrate how Relay.app simplifies the process of adding new contacts to Apollo for every new transaction in Paddle. Whenever a transaction is completed in Paddle, Relay.app automatically captures the customer details and creates a corresponding contact in Apollo. This integration eliminates the need for manual data entry and ensures that your CRM is populated with accurate and timely customer information. With Relay.app, you can automate your contact creation process and focus on nurturing valuable relationships with your customers.
Paddle logoPaddle > Apollo
Trigger
Last triggered
Paddle logoTransaction created
Apollo logoCreate contact
1

Set the Paddle trigger as "Transaction 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 "Transaction created" under Paddle. This will allow your playbook to automatically detect the newly created transactions 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 ''Create contact" in Apollo automation

Integrate the Apollo automation into your playbook to ensure the prompt creation of a new contact in Apollo when a newly created transaction in Paddle has been created.

Click the "Add step" button, then locate the "Create contact" automation for Apollo and input the mandatory and relevant details.

If your Apollo 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 Apollo account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new contact in Apollo. Once turned on, it will respond to each newly created transaction in Paddle by creating a new contact in Apollo 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.

Get started with Relay.app

Sign up now and get started with your playbook today