User Guide

Send HubSpot Reports to Discord

How to send HubSpot reports to Discord channels and DMs automatically

Hubspot report sent to Discord

HubSpot lets users schedule the sending of reports to email... but not Discord. With Conncord, you can now send any report to a channel of your choice, or even directly to a Discord user---from right within HubSpot!

Step 1: Go to Reports within HubSpot

Log into your HubSpot account and go to Reporting > Reports. You should arrive at the following screen:

HubSpot reports for sending to Discord

Step 2: Click on Share Via

Hover over a report and click on Actions. Then click on Share Via.

Share HubSpot report to Discord

Step 3: Choose Conncord

If you haven't already, set up your Conncord account. You can get started for free, and it comes with a bunch of more cool features (like adding Discord users to HubSpot when they join your server)

Here, select Conncord and click on Next.

Select Conncord

Step 4: Choose a Channel or a Discord User to send the report to

You can choose either a Discord channel, or a member in your server to send the report to.

Select Discord Channel or DM

Send report to Discord channel

Send the report

Send report to Discord member in your server

Step 5: Click on Schedule!

You're all set! The report will be sent to your destination of choice at the time you chose!

It takes about 60 seconds for the report to be sent to Discord—hang tight!

This is what an example report looks like in Discord:

HubSpot reprot in Discord

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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