Connect Discord and Salesforce to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings Discord and Salesforce together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Discord with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from Discord.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Discord and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- ChannelRequired
Try ItTriggerPolling- Channel typeRequired
- Emoji
- Limitation_notice
Try ItTriggerPolling- Forum Channel
- Ignore previously archived Posts?Required
Try ItTriggerPolling- Role Assigned to User
Triggers when a role is assigned to a user.
Try ItTriggerPolling
- New User Added
Triggers when a new user joins the Discord Server.
Try ItTriggerPolling - Forum ChannelRequired
Try ItTriggerPolling- Channel typeRequired
- Member
Try ItTriggerPolling- UserRequired
- RoleRequired
ActionWrite
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Practical ways you can use Discord and Salesforce
Notify Discord when a new Salesforce lead is created.
Stay on top of new potential clients. When a new lead is added in Salesforce, Zapier sends a notification to your Discord server, providing lead details instantly. This keeps you and your team updated without having to manually track every entry.
Business Owner
Alert Discord channel for updated Salesforce records.
Streamline IT workflows by staying informed. When any Salesforce record is updated, Zapier can send an alert to a designated Discord channel. This ensures your team doesn't miss key system changes or updates, fostering improved team collaboration and quick resolution of issues.
ITSync closed Salesforce opportunities to Discord.
Reduce manual updates by ensuring closed opportunities in Salesforce are promptly shared in a specific Discord channel. Zapier automatically posts a message to the channel, notifying everyone about the closed deal. This aligns sales team communication in real-time.
Sales OpsLearn how to automate Discord on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Discord + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Discord and Salesforce
How can I connect Discord with Salesforce?
To connect Discord with Salesforce, use our platform to set up an automated workflow. Start by selecting Discord and Salesforce as the apps you want to connect, then choose a trigger in Discord (like a new message in a channel) and an action in Salesforce (such as creating a new lead). Follow the prompts to authenticate both accounts and establish the connection.
Can I send messages from Salesforce to a Discord channel?
Yes, you can configure an action that sends a message to a specific Discord channel whenever an event occurs in Salesforce. For example, whenever a new opportunity is created in Salesforce, you could automate sending a notification message to your chosen Discord channel.
What types of triggers are available for integrating Discord and Salesforce?
When integrating Discord with Salesforce using our platform, you can select from various triggers such as 'New Message Posted to Channel', 'New User Added', or 'Reaction Added' in Discord. These triggers will initiate actions like creating records or sending alerts in Salesforce based on the specified criteria.
Is it possible to update a record in Salesforce when there's activity in Discord?
Absolutely. You can set up triggers for different activities such as messages being posted or reactions added in Discord which then prompt actions like updating an existing record or adding notes within your Salesforce CRM.
How do we ensure data security when integrating using your platform?
We prioritize data security by employing encryption protocols and secure authentication processes when connecting applications like Discord and Salesforce. Additionally, we adhere strictly to privacy standards ensuring that data transfers between platforms are secure.
Can custom fields be mapped from Discord data into specific fields in Salesforce?
Yes, during the integration setup process, you have the option to map custom fields from your incoming Discord data into corresponding fields within your Salesforce records, allowing for personalized data management.
What happens if there is an error during data transfer between Discord and Salesforce?
If there's an error during data transfer between Discord and Salesforce through our system, notifications will be sent regarding the failure. You can also set up automated error-handling processes such as reattempting the action after some time or logging details for troubleshooting.
