SALES
Discord qualified member to HubSpot deal and task
Takes members flagged as sales-qualified, verifies fit with a quick web check, then creates a HubSpot contact, opens a deal, and assigns a follow-up task to the owning rep.
How it runs
The automated pipeline, trigger to output.
- TriggerMember flagged sales-qualified in DiscordDiscord
- ActionVerify company fit via Brave SearchBrave Search
- LogicGate on ICP match
- ActionCreate contact, deal, and task in HubSpotHubSpot
- OutputStaged deal and follow-up task for repHubSpot
What it does
This workflow turns a manually or rule-flagged qualified Discord member into a fully staged HubSpot record. It confirms company fit, creates the contact and an associated deal at the right stage, and lands a dated follow-up task on the assigned rep's queue.
When to use it
Use it when Discord is a real top-of-funnel source and you want qualified signals to flow into HubSpot without manual data entry. It closes the gap between "this person looks ready" and an actionable deal with an owner.
How it works
- 1A qualified-member event (tag, reaction, or rule) triggers the workflow.
- 2A Brave Search step verifies the member's company and rough fit against your ICP.
- 3A logic gate stops out-of-profile members before they hit the CRM.
- 4HubSpot actions create or update the contact, open a deal at the discovery stage, and assign a follow-up task to the territory owner.
- 5The created deal and task are the output, surfaced back to the rep.
Set it up
What you configure once, before turning it on.
- 1Connect DiscordCommunity channels + voice + bots.
- 2Connect Brave SearchWeb, news, image, video search.
- 3Connect HubSpotCRM, deals, marketing, support.
- 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 it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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