Description
The ClosingDealz Discord integration helps your team stay on top of important CRM activity without constantly checking the app. You can send notifications for events like new leads, created deals, closed deals, lost deals, and scheduled meetings directly into Discord.
This integration is workspace-wide, so the selected notification settings apply to the whole workspace rather than an individual user.
Features
Workspace-wide Discord notifications
Supports events like lead creation, deal creation, deal won/lost, and meeting scheduled
Uses Discord webhooks, so no bot setup is required
Simple setup and supports multi-channel notification in case you want to separate events
Installation
In your Workspace, go to Settings > Integrations.
Click 'Connect' under Discord Notification and follow the OAuth flow.
In Discord OAuth flow, select the server and channel where you want notifications to appear.
Choose which events should trigger notifications, then save your settings.
Frequently Asked Questions
It sends important ClosingDealz updates to a Discord channel so your team can stay informed in real time.
Teams that use Discord internally and want CRM activity shared automatically in a workspace channel.
Use it to keep your team instantly informed about important sales activity in Discord. For example, you can celebrate closed deals together to build momentum and company culture, or get notified the moment a new lead is created so your team can follow up quickly while interest is still high.
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