Hubspot lets users schedule the sending of reports to email… but not Discord. With Conncord, you can now send any report to a channel of your choice, or even directly to a Discord user—from right within HubSpot!
Step 1: Go to Reports within HubSpot
Log into your HubSpot account and go to Reporting > Reports. You should arrive at the following screen:
Step 2: Click on Share Via
Hover over a report and click on Actions. Then click on Share Via.
Step 3: Choose Conncord
If you haven’t already, install the Conncord app to your HubSpot account. You can get started for free, and it comes with a bunch of more cool features (like adding Discord users to HubSpot when they join your server)
Here, select Conncord and click on Next.
Step 4: Choose a Channel or a Discord User to send the report to
You can choose either a Discord channel, or a member in your server to send the report to.
Send report to discord channel
Send report to Discord member in your server
Step 5: Click on Schedule!
You’re all set! The report will be sent to your destination of choice at the time you chose!
This is what an example report looks like in Discord:
Have questions or need support?
Contact us at [email protected] and we’ll help you get set up in no time!