HubSpot
AttioSend CRM deal alerts to Discord
Conncord adds a Send Discord message step to HubSpot and Attio workflows. Trigger a workflow on a deal event, such as a deal moving to Won, and the step posts your message, with deal details filled in, to the Discord channel you pick.
Updated
The team sees wins as they happen
Celebrate in #wins the moment a deal closes, without anyone copying it over from the CRM.
Nothing goes quiet
Flag deals that stall, renewals coming up and big deals created, in the channel where the team already talks.
Messages with real data
Use deal and record fields in the message: amount, owner, company, stage.
Setup
How to set it up
Pick your CRM. Either way it takes a few minutes and no code.
HubSpot
- 1
Connect HubSpot and add the Conncord bot to your Discord server.
- 2
Create a deal-based workflow, for example enrolling deals when Deal stage is Closed won.
- 3
Add the Send Discord Message action, pick the channel and write the message. Insert deal properties where you want them.
Attio
- 1
Connect Attio and add the Conncord bot to your Discord server.
- 2
Create an Attio workflow triggered by the deal event you care about, such as a deal's stage changing.
- 3
Add the Send Discord message step, pick the channel and write the message with record attributes.
Ideas
Ways teams use it
- Deal won → post in #wins
- Deal over $10k created → alert #sales
- Deal stalled for 14 days → ping the owner
- Renewal in 30 days → notify #customer-success
- Deal lost → post the reason in #sales
- Weekly recurring workflow → pipeline reminder
“Love it. It's quick, friendly to use. Support is always quick and helpful. New features constantly being added and you can even make your own personal feature requests.”
FAQ
Questions, answered
Connect Discord to your CRM today
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5.0· 4 reviews on HubSpot