Assign & Unassign Roles

How to assign and unassign roles using HubSpot workflows

Just like how you send messages using workflows, setting this up takes no time, and it's fire-and-forget once its done.

Step 1: Create a Workflow in HubSpot

Log into the HubSpot account that you connected to Conncord in Step 1, and create a workflow.

This is what you should see:

Step 2: Set an enrollment trigger

You can use whatever enrollment trigger you see fit. Here's a few examples:

• A customer made a purchase
• New deal created
• Deal closed won or lost
• Marketing goal met
• ...anything

For this demo, we're going to manually enroll contacts to this workflow so we're leaving the trigger empty.

Step 3: Add a step and choose Conncord

After clicking on the + icon below the trigger, you'll see a list of actions on the left panel. Scroll down and you'll find Conncord under Integrated Apps.

Click on Conncord and you'll see a list of actions you can take using the app:

Pick Assign Discord Role or Unassign Discord Role from the list of Conncord actions!

Step 4: Choose the role you want to assign or unassign

And then set the Contact's Discord ID

Step 5: Hit save and publish the workflow!

That's it! You're done.

Whenever this workflow runs, the selected contact will be assigned or unassigned the Discord role you selected in the action!

It all happens automagicaly ✨