Guide

How to create a new lead in Salesforce for each new Paddle customer

Automate your lead generation process by integrating Paddle with Salesforce through Relay.app. This integration enables the automatic creation of new leads in Salesforce for each new customer added in Paddle. As new customers are onboarded in Paddle, Relay.app dynamically generates corresponding leads in Salesforce. This streamlined approach enhances lead management and ensures that your sales pipeline remains populated with qualified prospects.
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1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between Paddle and Salesforce for your workflow.

First, sign up for Relay.app and go to your dashboard. Click on the "New playbook" button to initiate the playbook creation process.

Name your playbook with a unique title like "Sync new Paddle customers to Salesforce as leads" and select a relevant emoji, such as 📝, to easily identify it.

2

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

3

Add the "Get or create lead" in Salesforce automation

Integrate the Salesforce automation into your playbook to ensure the prompt creation of a new lead in Salesforce when there's a newly added customer in Paddle.

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

If your Salesforce 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 Salesforce account.

4

Activate your Relay.app playbook

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

Get started with Relay.app

Sign up now and get started with your playbook today