Discord Sync Engine bridges your Discord server and your CRM. Manage contacts, deals, and companies directly from Discord with simple slash commands.
Powerful features to streamline your workflow
Automatically register your Discord members in your CRM. Keep your contact database always up-to-date.
Create, update, search, and delete contacts directly from Discord. Add notes and track interactions.
Manage your sales pipeline without leaving Discord. Create deals, update stages, and monitor amounts.
Add and manage company records. Track industry, size, and revenue information.
Create notes on contacts to track important information and conversations.
Get started in minutes
Invite Discord Sync Engine to your server with one click. No complex setup required.
Use /settings to connect your CRM account via OAuth. Your data is encrypted and secure.
Use slash commands to manage your CRM directly from Discord.
Powerful slash commands to manage your CRM
| Command | Description |
|---|---|
/contact list | Display all contacts |
/contact search <query> | Search a contact by name or email |
/contact view <query> | View contact details |
/contact create <email> | Create a new contact |
/contact update <query> | Update an existing contact |
/contact delete <query> | Delete a contact |
/contact note <query> <note> | Add a note to a contact |
/contact notes <query> | View contact notes |
| Command | Description |
|---|---|
/deal list | Display all deals |
/deal search <query> | Search a deal by name |
/deal view <query> | View deal details |
/deal create <name> | Create a new deal |
/deal update <query> | Update an existing deal |
/deal delete <query> | Delete a deal |
/deal stages | View available stages |
| Command | Description |
|---|---|
/company list | Display all companies |
/company search <query> | Search by name or domain |
/company view <query> | View company details |
/company create <name> | Create a new company |
/company update <query> | Update a company |
/company delete <query> | Delete a company |
| Command | Description |
|---|---|
/sync me | Sync yourself with the CRM |
/sync me <email> | Sync with your email |
/sync register <email> | Register for sync |
/sync now | Sync all pending members (admin) |
/sync auto <true/false> | Enable/disable auto-sync (admin) |
/sync status | View sync status |
/sync list | List registered members |
/sync user <member> | Sync a specific member (admin) |
/sync remove <member> | Remove a member from sync (admin) |
/sync history | View sync history |
/sync panel | Create a signup panel |
/sync clear | Clear all registered members (admin) |
| Command | Description |
|---|---|
/settings crm connect | Connect your CRM |
/settings crm status | Check connection status |
/settings crm disconnect | Disconnect CRM |
/settings crm setup | Setup Discord properties in CRM |
/settings show | View all settings |
/settings channel <type> <channel> | Set a notification channel |
/settings notifications | Configure notifications |
/settings sync-interval <minutes> | Set auto-sync interval |
Everything you need to know about Discord Sync Engine