Description
The ClosingDealz Discord integration helps your team stay on top of lead and CRM activity without constantly checking the app. Send notifications for leads generated, including whether the source was a chatbot, form, or manual entry; form submissions; first chatbot messages; scheduled meetings; and deal events such as created, closed, or lost.
Connect your Discord account, select the server and channel, then choose the notification types that matter to your workspace.
Features
Choose a Discord server and channel
See whether a generated lead came from a chatbot, form, or manual entry
Enable form, chatbot session, meeting, and deal notifications independently
Keep important lead activity visible to the team
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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