CHATBOTS
Discord Onboarding Completion to CRM Sync
The moment a member finishes Discord onboarding, captures their submitted profile answers, creates or updates a contact in HubSpot.
How it runs
The automated pipeline, trigger to output.
- TriggerMember completes all onboarding steps
- ActionRead member answer set from SupabaseSupabase
- LogicBranch: HubSpot contact exists?
- ActionCreate or update HubSpot contact with mapped fieldsHubSpot
- ActionPost welcome announcement tagging memberDiscord
- OutputMark record synced with HubSpot contact idSupabase
What it does
When a member completes every gated onboarding step, this flow turns their answers into a CRM contact. It maps profile responses (name, company, interest area) to HubSpot fields, creates or updates the contact, then posts a public welcome in your community channel so existing members can greet the newcomer.
When to use it
Use it when your Discord doubles as a top-of-funnel for sales or community-led growth and you need verified members to land in your CRM with their stated interests — no manual data entry, no lead falling through the cracks.
How it works
- 1An onboarding-completed event triggers the flow.
- 2The flow reads the member's full answer set from Supabase.
- 3A logic step checks whether a HubSpot contact already exists for their email or handle.
- 4HubSpot creates a new contact or updates the existing one with the mapped onboarding fields.
- 5Discord posts a welcome announcement tagging the new member in the community channel.
- 6Supabase is marked synced with the resulting HubSpot contact id.
Set it up
What you configure once, before turning it on.
- 1Connect SupabaseTables, auth, storage, edge functions.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect DiscordCommunity channels + voice + bots.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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