Capture Discord leads in HubSpot as they appear
When a promising lead appears in a monitored Discord channel, ask Notis to save the person in HubSpot with the details shared in the message.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Potential customers mention their needs in Discord, then the details get buried before anyone adds them to the CRM.
- Keep lead details out of scrollback and in your CRM.
- Include relevant needs and conversation context for follow-up.
- Reduce manual copying between Discord and HubSpot.
Setup
Build it in a few focused steps.
- 1Connect Discord and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a HubSpot contact when a Discord message identifies a prospective customer, including relevant details from the message.
- 4Pick New Discord Message as the trigger and choose where run reports should go.
- 5Test with one real example and review the created contact.
Questions about this workflow
Does this create a contact for every Discord message?
Describe the kinds of messages that indicate a prospective customer in your instruction. Notis can use the message context to decide whether a contact should be created.
What should I do if a message does not include a person's email?
Tell Notis to use available details and avoid inventing missing information. You can ask it to skip creating a contact when there is not enough identifying information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Hubspot. A trigger fires from one place; an action lands in another.
Discord triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Discord and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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