How to integrate HubSpot, Dify, and Discord to create responses in Dify for inquiries from HubSpot and send them to Discord

If you feel overwhelmed by the volume of inquiries you need to handle, we recommend implementing automation through app integration. In this instance, let's automate the process of generating AI responses to inquiries using Dify. Additionally, by integrating with HubSpot and Discord, you can automatically create responses to inquiries from original forms created in HubSpot using Dify and post them to any channel on Discord. First, we will specifically introduce the benefits of integrating these apps and implementing automation. If you want to efficiently handle customer inquiries, please take advantage of this. Recommended for: - Companies utilizing HubSpot forms - Those who feel burdened by handling inquiries from HubSpot forms - Companies looking to improve operational efficiency by utilizing Dify (generative AI) - Companies using Discord as their main communication tool Benefits and Examples of HubSpot and Discord Integration Benefit 1: Faster Inquiry Response By integrating Dify, HubSpot, and Discord, you can potentially speed up inquiry responses. For example, have you ever found that creating response content for inquiries took time when customer service representatives were responsible for drafting the text? Even if you were using some templates, you might have felt that handling complex inquiries required careful attention and was somewhat cumbersome. In such cases, using Dify to automatically create response texts can eliminate the need to draft responses from scratch, potentially speeding up the response process. Benefit 2: Easier to Enhance Response Content This app integration allows you to send both the inquiry content from HubSpot and the response content created by Dify to Discord, making it easier to enhance response content by directly checking the inquiry content on Discord and using Dify's response as a hint. For example, you might find it easier to provide more comprehensive service by adding specific details to Dify's response or adding messages that align with customer needs. By enriching the response content in this way, you may improve customer satisfaction. Benefit 3: Reducing Workload Utilizing Dify can potentially reduce the workload of customer service representatives. For example, if you were previously creating text while simultaneously conducting research or verification related to the inquiry content, these tasks should be significantly reduced. In some cases, you might be able to use Dify's response as is, making the response process easier. As a result, you may find it easier to save time on handling each inquiry, potentially reducing the workload. Now, let's introduce the flow of integrating apps using Yoom. First, register with Yoom. Yoom offers a two-week trial, allowing you to experience its operation and feel. [What is Yoom] This time, we will automate the process of "creating a response with Dify and notifying Discord when there is an inquiry in HubSpot" using the following template.

How to Create a HubSpot and Discord Integration Flow

The integration flow this time is broadly divided into the following processes.

・Integrate HubSpot, Dify, and Discord with My Apps
・Set up to launch HubSpot
・Set up to forward inquiries to Dify and send responses to Discord
・Turn on the trigger button and check the integration operation of HubSpot, Dify, and Discord

Step 1: Integrate HubSpot and Discord with My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Integration of HubSpot and Yoom

1. Search

Click the HubSpot icon.

2. Log in

3. Enter Email Address and Password

Enter as displayed.

4. Connect to Yoom

Proceed to the above screen. Please select an account.

5. Integration Complete

If the above display appears, the integration is complete.

Integration of Dify and Yoom

1. Search

Click the Zendesk icon.

2. Enter Required Fields

Enter the required fields.
For more details, please check the page on Dify My Apps Integration.

3. Add
Once the required fields are entered, click Add at the bottom right.

If the above display appears, the integration is complete.

Integration of Discord and Yoom

1. Search

Select the Discord icon.

2. Enter Required Fields

Discord Developer Portal to obtain the Bot token and enter it in the access token.
For more details, please check the page on Discord My Apps Integration.

3. Add
‍Once the required fields are entered, click Add at the bottom right.

If the above display appears, the integration is complete.

‍

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register * If you have already registered, the login screen will be displayed, so please log in. When the Flowbot template is copied to "My Projects", the above display will appear. You will be taken to a page like the image, so let's proceed with detailed settings. Step 3: Setting up to launch HubSpot 1. Open My Projects Open "My Projects" from the menu on the left side of the screen. 2. Open the copied template Click on "【Copy】When there is an inquiry in HubSpot, create a response in Dify and notify Discord". 3. App Trigger Select "When a form is submitted" from the HubSpot icon. Click Next. 4. Specify the launch interval You will be taken to the page in the image. Set the launch interval. As shown in the image, you can set the launch interval from the dropdown. Triggers can be set to launch intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest launch interval varies depending on the plan. 5. Form ID Next is the input of the form ID. By clicking the box, a list will be displayed, so please select the inquiry form for which you want to create a response in Dify. 6. Execute the test Press the test button, and if "Test Successful" is displayed in blue, press save. * It is recommended to send an inquiry to HubSpot for testing purposes. Step 4: Setting to forward inquiries to Dify and send responses to Discord 1. Integrate with the app Click "Send Chat Message" from the Dify icon. Since the title and other settings are complete, click Next. 2. Set the question content Insert the content to ask Dify. Click the box. Click the red-framed HubSpot icon. HubSpot inquiry data will be displayed, so click and insert the data equivalent to the inquiry content. Please note that these data items are subject to the inquiry form you provided, so they may differ from the image, but the setting content will be the same. Once the insertion is complete, it will look like the image. 3. Set userID Set as per the supplement at the bottom of the box. 4. Execute the test Once the settings are complete, click the test button. If "Test Successful" is displayed, it is complete. Press save. Continue to set up sending to Discord. 5. Integrate with the app Click "Send Message" from the Discord icon. Since the title and other settings are complete, click Next. 6. Enter the channel ID Set the channel ID. Enter as per the supplement at the bottom of the box. 7. Set the message content Continue to set the message to be posted to Discord. Click the box. Since the outline is created, perform data partially. Click the red-framed HubSpot icon. Since HubSpot data can be selected, click and insert the data equivalent to "Inquiry Content" under the question content. Continue to click the Dify icon. Click and insert "Response Content" under Dify's response content. 8. Execute the test Once the settings are complete as shown in the image, press the test button at the bottom of the screen. If "Test Successful" is displayed, the settings are complete. Press save. 9. Turn on the trigger When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON. Flowbot template used this time "When there is an inquiry in HubSpot, create a response in Dify and notify Discord"

Other Automation Examples Using Dify, HubSpot, and Discord

There are many other examples of automation using Dify, HubSpot, and Discord on Yoom, so here are a few introductions.

1. When a new conversation is created in Intercom, create a response with Dify and notify on Discord

If you are using Intercom, please use this template. Why not implement automation with your preferred tools?

2. Notify Discord when a new contact is registered in HubSpot

If you want to quickly know when a contact is added to HubSpot, how about this flow bot?

3. Notify Discord when a form is submitted in HubSpot

There is also a simple flow to check inquiries. It is recommended to use it in conjunction with this flow bot.

Summary

While we want to respond to customers sincerely, there may be times when we find ourselves rushing to reply due to a lack of time. Isn't this the perfect opportunity to implement automation? By introducing automation, you can eliminate the hassle of creating responses from scratch, thereby reducing your workload. This not only improves response speed but also makes it easier to craft replies that align with customer needs. Since app integration is possible without complex knowledge like programming, please take this opportunity to give it a try.