SOCIAL MEDIA

Capture Discord collab DMs into a HubSpot partnerships pipeline

Watches your Discord community for inbound collaboration messages and creates a deal in your HubSpot partnerships pipeline with the creator's details.

CategorySocial Media
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew Discord message in collab channelDiscordDiscord
  • LogicClassify message as collab request or noise
  • ActionSearch HubSpot for existing contactHubSpotHubSpot
  • ActionUpsert contact and create partnerships dealHubSpotHubSpot
  • OutputReply in Discord confirming receiptDiscordDiscord

What it does

It listens for new messages in a designated Discord channel or DM inbox where creators pitch collaborations. When a message looks like a collab request, it parses out the creator's handle and intent, then opens a deal in HubSpot's partnerships pipeline so your team can work it like any other lead.

When to use it

Use this when creator collab pitches arrive in Discord but your partnerships team lives in HubSpot. It stops requests from dying in a chat backlog and gives every inbound a CRM record with a clear owner and stage.

How it works

  1. 1A new message arrives in the watched Discord channel and fires the trigger.
  2. 2A classifier checks whether the message is a genuine collab/partnership request versus general chatter, filtering out noise.
  3. 3It extracts the sender handle, message body, and any links, then searches HubSpot to avoid creating a duplicate contact.
  4. 4It upserts the creator as a HubSpot contact and creates a deal in the partnerships pipeline at the "New inbound" stage with the pitch attached.
  5. 5It posts a confirmation back to Discord thanking the creator and noting the team will follow up.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect DiscordCommunity channels + voice + bots.
  2. 2
    Connect HubSpotCRM, deals, marketing, support.
  3. 3
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  4. 4
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  5. 5
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

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