HubSpot
AttioOnboard new customers into your Discord community
When a deal closes, send the customer your Conncord invite link from HubSpot or Attio. When they join, Conncord links them to their record, and a workflow gives them the Customer role and announces them to your team.
Updated
Customers in the room on day one
The invite goes out with your onboarding email, so new customers join while they're most engaged.
No one to set up by hand
Linking, the customer role and the team announcement all happen from your CRM.
Your team knows who just joined
Post new customers to an internal channel with their company and plan, straight from the record.
Setup
How to set it up
Pick your CRM. Either way it takes a few minutes and no code.
HubSpot
- 1
Put your Conncord invite link in the onboarding email your workflow sends when a deal closes. Its personalization token links each member to exactly that contact.
- 2
Create a contact-based workflow that enrolls customers once their Conncord Discord ID property is known.
- 3
Add the Assign Discord Role action with your Customer role, then a Send Discord Message action to announce them.
Attio
- 1
Share your workspace's Conncord invite link in your onboarding email. Members are matched to people by email.
- 2
Create an Attio workflow that runs when a customer's Conncord Discord ID attribute is filled in.
- 3
Add the Assign Discord role step with your Customer role, then a Send Discord message step to announce them.
Ideas
Ways teams use it
- Invite link in the closed-won email
- Customer role as soon as they join
- Announcement in #new-customers
- Onboarding channel unlocked for the first 30 days
- Welcome message for anyone who joins another way
- Layover page with your logo before they join
“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.”
FAQ
Questions, answered
More use cases
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Connect Discord to your CRM today
DiscordLink members, automate roles and send messages from HubSpot or Attio workflows. Live in minutes.
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5.0· 4 reviews on HubSpot