How to create a new contact in Salesforce for each transaction created in Paddle is an automation tool that lets you automate actions across Paddle, Salesforce, and many other apps. In this guide, we'll show you how to use to automatically run the SalesforceCreate record” action for each PaddleTransaction created” event.
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Last triggered
Paddle logoTransaction created
Salesforce logoCreate record

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.

To set up this playbook, click "Add trigger" and then select "Transaction created" under Paddle. This will allow your playbook to automatically detect each newly created transaction in Paddle and initiate necessary actions.

If this is your first time using a Paddle integration in, a prompt will guide you through the connection process.


Add the "Get or create contact" in Salesforce automation

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

Click the "Add step" button, then locate the "Get or create contact" automation for Salesforce and input the mandatory and relevant details.

If your Salesforce account isn't already connected to, you will be prompted to complete that connection. Make sure to allow the necessary permissions for to sync with your Salesforce account.


Activate your playbook

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

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