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Zapier makes it easy to integrate CRM Connector with Discord - no code necessary. See how you can get setup in minutes.

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CRM Connector
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CRM Connector
1. Choose trigger event
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Discord
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Discord
2. Choose action
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1. Select the event
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CRM Connector
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Broadcast" from CRM Connector.

Add your action

An action happens after the trigger—such as "Add Role" in Discord.

You’re connected!

Zapier seamlessly connects CRM Connector and Discord, 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.

    • Group
    Trigger
    Polling
    Try It
    • Group
    • Search Contacts
    • Contact
    Trigger
    Polling
    Try It
    • Group
      Required
    Trigger
    Polling
    Try It
    • Group
    • Search Contacts
    • Contact
    • Activity Types
    Trigger
    Polling
    Try It
    • Group
    • Search Contacts
    • Contact
    Trigger
    Polling
    Try It
    • Group
    • Search Contacts
    • Contact
    • Closed Opportunities Only
    Trigger
    Polling
    Try It

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect CRM Connector and Discord to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Discord on the Zapier blog

Make work flow with AI

Level up your CRM Connector to Discord integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about CRM Connector + Discord integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CRM Connector and Discord

How do I set up the CRM Connector with Discord?

To set up the CRM Connector with Discord, first ensure both accounts are connected to our platform. Then, select the desired triggers and actions in the integration setup. For instance, you can trigger a new record in CRM based on a specific message in Discord.

What triggers can I use when integrating CRM with Discord?

Common triggers include new messages in a particular channel, user status changes, or reactions added to messages. These allow for automatic updates or record creation events in your CRM system.

Can I create a new activity in my CRM when a message is posted on Discord?

Yes, by selecting 'New Message Posted to Channel' as a trigger, you can automatically create a new activity or task in your CRM system whenever a message is posted on a specific Discord channel.

Is it possible to send messages from my CRM directly to a Discord channel?

Absolutely! You can set up an action where an update or change in the CRM leads to sending customized messages directly into designated Discord channels.

How do we manage user roles between our CRM and Discord?

Currently, managing user roles must be done separately within each platform. Our integration doesn't sync roles but supports triggering actions based on role changes monitored within Discord.

Can we automate follow-ups from our CRM through Discord notifications?

Yes, discord notifications can be automated by setting up triggers that detect follow-up dates or conditions directly from your CRM records and notify designated channels or users accordingly.

Are there any limitations regarding data field mapping between the two platforms?

While most standard fields map seamlessly between our CRM Connector and Discord integrations, custom fields may require additional configuration. We recommend checking compatibility prior to implementation.

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About CRM Connector
CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.
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About Discord
Discord is an all-in-one voice and text chat for gamers.
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