Connect Discord and Zoho CRM to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings Discord and Zoho CRM together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Discord with Zoho CRM - 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 Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Discord and Zoho CRM, 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 Zoho CRM
Notify Discord of new CRM leads.
When a new lead enters Zoho CRM, Zapier will send an alert to a chosen Discord channel. This helps business owners stay informed and prioritize leads more effectively.
Business Owner
Alert Discord on CRM lead updates.
When a lead in Zoho CRM is updated, Zapier will send a message to a specific Discord channel to notify the IT team. This provides real-time updates to support infrastructure or security actions.
ITUpdate CRM when new users join Discord.
When a new user joins a Discord server, Zapier will create or update their information in Zoho CRM. This ensures the sales team has up-to-date records, improving data accuracy and saving time.
Sales OpsLearn how to automate Discord on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Discord + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Discord and Zoho CRM
How do I integrate Discord with Zoho CRM?
To integrate Discord with Zoho CRM, you can use our automation platform to create Zaps. These Zaps can involve setting triggers in Discord, like receiving a new message in a channel, and specifying actions in Zoho CRM, such as creating or updating a lead.
Can I receive notifications in Discord for new leads in Zoho CRM?
Yes, by setting up a Zap you can configure the integration so that new leads created in Zoho CRM trigger a message sent directly to your chosen Discord channel. This keeps your team updated in real-time.
Are there any specific triggers available for integrating Discord with Zoho CRM?
We offer several triggers like 'New Message Posted to Channel' or 'New User Added' on Discord which can initiate various actions within Zoho CRM such as adding or updating contact records or sending module entries.
What actions can be performed in Zoho CRM based on activities from Discord?
Actions such as creating or updating contacts, leads, and tasks in Zoho CRM can be performed based on triggers set from activities occurring on Discord. These could involve receiving specific messages or mentions.
Is it possible to automate lead management between Discord and Zoho CRM?
Absolutely, you can automate lead management by designing workflows where interactions on Discord automatically create or update lead information within your Zoho CRM system based on defined keywords or user roles.
How do I update existing records in Zoho CRM when new data comes from Discord?
With our integration service, when specified data like a user's comment containing particular keywords appears on a Discord channel, it can trigger updates to existing records within your Zoho CRM, ensuring all information is current without manual input.
Does the integration support private messages being used as triggers?
Currently, our integration focuses mainly on public channels for monitoring and triggering actions within Zoho CRM. Direct messages aren't supported as triggers due to privacy concerns and platform constraints.
