Conncord makes this easy as pie! It takes 2 minutes to set up—even your grandma can do it!
Step 1: Set up your Conncord account if you haven’t already
We’ve created an easy to follow 4-step guide on how to set up your Conncord account. Follow the steps and come back here!
Step 2: 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 3: 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 4: 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 Conncord
Pick Assign or Unassign Discord Role from the list of Conncord actions!
Step 5: Choose the role you want to assign or unassign
And then set the contact’s Discord ID
⚠️ Important note here: Only contacts that have been synced with Discord via Conncord will have a Discord ID. To know how to sync your HubSpot contacts with your Discord server, follow this guide.
Step 6: 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 ✨
Have questions or need support?
Contact us at [email protected] and we’ll help you get set up in no time!