HubSpotAttioEvery plan, from $10/mo

Discord role automation for HubSpot and Attio

Conncord adds Assign and Remove Discord role steps to HubSpot and Attio workflows. When a contact or person meets your criteria, such as becoming a customer, the workflow gives their linked Discord member a role; when they stop meeting it, another step takes it away.

Updated

Your CRM workflow → your Discord server
New customer onboarding
Live

Trigger

Deal stage changes

Stage is Closed won

Conncord

Assign Discord role

Customer

Conncord

Send Discord message

to #wins
wins

maya Today at 9:41

anyone tried the new onboarding flow yet?

ConncordAppToday at 9:42

🎉 New customer: Acme Inc

Welcome aboard, @jordan! Your customer channels are unlocked.

Conncord gave jordan the Customer role
Message #wins
01

No manual role admin

Nobody has to cross-check the CRM and hand out roles in Discord. The workflow does it the moment the data changes.

02

Access that stays correct

Downgrades, churn and expired trials remove roles too, so access never lags behind your CRM.

03

Any rule your CRM can express

Lifecycle stage, plan, deal stage, list membership: if a workflow can trigger on it, it can drive a role.

Recipes

What teams set up first

Each works with HubSpot and Attio.

  • When

    a deal is won

    Then

    assign the Customer role

  • When

    a trial ends without converting

    Then

    remove the Trial role

  • When

    a contact joins your partner list

    Then

    assign the Partner role

  • When

    an account upgrades to Enterprise

    Then

    assign the Enterprise role

  • When

    a subscription is cancelled

    Then

    remove the Customer role

  • When

    a person is added to the beta list

    Then

    assign the Beta role

In the product

See it inside Attio

The Assign Discord role step in an Attio workflow, with Person and Discord role fields
Assign Discord role in Attio: the Person field finds the linked member, and the role picker lists roles the bot can manage.

How it works

Set up in three steps

  1. 1

    Link members to CRM records with your invite link, Layover or the welcome message.

  2. 2

    In Discord, move the Conncord role above the roles you want it to manage.

  3. 3

    Add the Assign or Remove Discord role step to a workflow and pick the role.

With HubSpot

  • Use the Assign Discord Role and Unassign Discord Role actions in contact-based workflows.
  • The action reads the contact's Conncord Discord ID property, filled in when they link.
  • On failure, branch on the errorCode output.

With Attio

  • Use the Assign Discord role and Remove Discord role steps.
  • Set Person to the workflow's person; Conncord finds their linked Discord member.
  • Outcomes are Assigned or Removed, and Failed with error_code and error_message.

The difference

Discord roles, with and without Conncord

Without Conncord

  • Moderators check the CRM and hand out roles manually
  • Churned customers keep access for weeks
  • Nobody knows which roles are out of date

With Conncord

  • Roles change the moment the CRM does
  • Access is removed as reliably as it's granted
  • Every change is logged in your Conncord activity
“This was amazingly simple to setup and now I have a way to know which of my customers are in Discord and control roles as well.”
Joshua Levitsky· Global Head of Professional Services, FileWave· Review on HubSpot

FAQ

Questions, answered

Included in

Every plan, from $10/mo

7-day free trial with every feature.

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Connect Discord to your CRM today

Link members, automate roles and send messages from HubSpot or Attio workflows. Live in minutes.

7-day free trial · No credit card required

5.0· 4 reviews on HubSpot