User Guide

How to Add and Remove Discord Roles via HubSpot Workflows

The easiest way to add and remove roles for your Discord members via HubSpot

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 Contact-Based 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:

Create a workflow in HubSpot - Discord integration

Create a workflow in HubSpot

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 the app:

Workflow actions for Discord integration

Choose Conncord from the list of actions on the left panel

Pick Assign or Unassign Discord Role from the list of Conncord actions!

Step 5: Choose the role you want to assign or unassign

Pick the Discord role you want to assign or unassign to your HubSpot contact

Pick a Discord role you want to assign or unassign to your HubSpot contact

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 ✨

Need help? Ask us on Discord!

We're here to help. You can also email us if that's what you'd prefer.

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Built with ❤️ for Discord Communities by Parth Koshti