HubSpotAttioPro plan and above

A Discord welcome message that registers members in your CRM

Conncord's welcome message greets every new member in a channel you pick, with a Register button. They enter their email and name in a private form, and Conncord links them to the matching HubSpot contact or Attio person, creating one if needed.

Updated

Welcome message settings in the Conncord dashboard: on/off switch, channel and message

What new members see in Discord

welcome

Hi @jordan! Please register yourself with Acme!

Register
01

Catches everyone

Members who join without your invite link still get linked to your CRM.

02

Private to each member

Only the mentioned member can use the button, and only they see the form and the confirmation.

03

Your words, your channel

Edit the message, mention the new member and use your company name.

Recipes

What teams set up first

Each works with HubSpot and Attio.

  • When

    a new member joins

    Then

    post a welcome with a Register button

  • When

    they register

    Then

    link them to the matching contact or person

  • When

    no record matches

    Then

    create a new contact or person

  • When

    someone joined through your invite link

    Then

    skip the welcome; they're already linked

  • When

    a member registers

    Then

    trigger a workflow on the new Discord ID

  • When

    a member registers

    Then

    assign them a Member role from a workflow

How it works

Set up in three steps

  1. 1

    Add your branding in the Conncord dashboard.

  2. 2

    Turn on the welcome message and pick the channel.

  3. 3

    Edit the message and save. New members see it with a Register button.

With HubSpot

  • Members are linked to an existing contact by email, or a new contact is created.

With Attio

  • Members are linked to an existing person by email, or a new person is created.

The difference

Welcome message, with and without Conncord

Without Conncord

  • Anonymous members you can't match to customers
  • Asking for emails in a channel, by hand
  • Members who skip the invite link stay unknown

With Conncord

  • A Register button on every new member's welcome
  • A private form for their email and name
  • Linked in seconds, without overwriting your data
“It handles both new signups as well as having a way to send a link to existing customers to have them easily register. Very easy to use and the developer is very responsive to ideas.”
Joshua Levitsky· Global Head of Professional Services, FileWave· Review on HubSpot

FAQ

Questions, answered

Included in

Pro plan and above

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.

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5.0· 4 reviews on HubSpot