How to integrate HubSpot with Discord to receive notifications in Discord when a new contact is registered in HubSpot

t.nakaya

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Hello everyone, are you familiar with HubSpot? Many people use it for marketing and project management.
Additionally, Discord, originally developed for gamers, has now become a popular chat tool for business teams.
By integrating these two, there is a possibility of improving work performance.
This time, we will introduce the benefits of integrating HubSpot and Discord, along with specific automation examples!

Benefits and Automation Examples of Integrating HubSpot and Discord

Project managers and team leaders, task management and efficient communication are important, right?
By integrating HubSpot and Discord, you can receive real-time notifications of new contacts and respond quickly.
By preventing communication errors and reducing missed tasks, the overall performance of the team can be greatly improved.

Benefits of Integrating HubSpot and Discord

Automation of Real-Time Notifications
- Isn't it convenient to have a feature that automatically sends notifications to a Discord channel when a new contact is registered in HubSpot?
  Real-time notifications are particularly beneficial for sales and marketing teams.
  In situations where quick response is required, sharing information immediately and taking action can improve customer satisfaction and enable efficient sales activities.
Seamless Communication
- You want to convey customer information and project progress accurately, right?
  By integrating HubSpot and Discord, you can prevent information leaks and communication errors.
  This is especially ideal for roles like project managers and customer support teams, where multiple members collaborate.
  By sharing the same information with everyone, work can be carried out efficiently.
Efficiency in Task Management
- Receiving reminder notifications on Discord can prevent missing tasks.
  This allows team members to always know what to do next and work efficiently.
  By everyone being timely informed of tasks, work proceeds smoothly, and overall efficiency improves!

Examples of Automation

From HubSpot to Discord
- Send a notification to the sales channel on Discord when a new deal record is created.
- Notify the marketing team on Discord when a form is submitted to HubSpot.

How to Create a HubSpot and Discord Integration Flow

From here, we will introduce the flow of "notifying Discord when a new contact is registered in HubSpot"!

Step 1: Integration with My App

Let's register your HubSpot and Discord with My App!
(1) To integrate, log in to Yoom and click on My App on the left side of the screen.
(2) A +New Connection button will appear on the right side of the screen, click it.

How to Register My App for HubSpot
(1) Select HubSpot from the list of apps.
(2) Refer to How to Register My App for HubSpot to register your app!

How to Register My App for Discord
(1) Select Discord from the list of apps.
(2) Enter your account information.
(3) Click authenticate on the access request screen.

(4) My App registration is complete!

After completing registration with Yoom
‍(1) Go to the banner below and click "Try this template!"

(2) Select a project from the workspace list
※ The copied template will be stored in "My Projects" within the project selected in (2).
(3) Click "Edit" at the top right of the flow list screen

Step 2: Set the Trigger

(1) Click "App Trigger" from the flow list screen
(2) Set the title for the app trigger
(3) Verify that the account information linked with HubSpot is correct
※ If the account information is not displayed, click +Add Linked Account to register.
(4) Select "When a new contact is created" as the trigger action
(5) Click Next

■ API Connection Settings for App Trigger
(6) Set the trigger interval to 5 minutes
※ The trigger interval you can set varies depending on the plan.
(7) If there are no errors in the test, click Save

Step 3: Integrate with Discord

(1) Click "Integrate with App"
(2) Set the title
(3) Verify that the account information linked with Discord is correct
※ If the account information is not displayed, click +Add Linked Account to register.
(4) Select "Send a message to a text channel" as the action
(5) Click Next

■ API Connection Settings
(6) Set the Webhook URL
➀ In Discord, click Edit for the channel you want to set notifications for

➁ Click Check Webhook in the linked service

➂ Click Copy Webhook URL

➃ Return to the Yoom settings screen and paste it

(7) Compose the message content by combining text and output

(8) Click Test and check Discord!

(9) If there are no errors, click Save
(10) Return to the flow list screen and change the app trigger to ON to complete the flow setup!

Advanced Integration Flow between HubSpot and Discord

By applying the integration flow between HubSpot and Discord, you can also set it up so that a notification is sent to Discord when a new deal is created.

In addition to the flow introduced this time, we have prepared multiple flow templates.
Surely, you will find a flow that perfectly fits your business needs.
For more details, please check the Flowbot Template List!

Summary

By integrating HubSpot with Discord, you can receive real-time notifications on Discord.
This can particularly help prevent missing leads and improve customer satisfaction!
This time, we introduced the benefits of integrating HubSpot with Discord and provided specific automation examples.
Please use this as a reference to help in your business.

The person who wrote this article

t.nakaya

I changed my job from a dental hygienist to the IT industry, and in my previous job, I worked on web page replacement etc. as director support at a web company. Taking advantage of this experience, I am now putting all my energy into telling everyone about the appeal of Yoom. With an approach that combines technology and user perspectives, we sincerely want to help you improve your work efficiency through Yoom.