Discord Sync Engine +

Salesforce

Sync Discord with Salesforce CRM

Connect your Discord community to the world's #1 CRM. Manage leads, opportunities, and accounts without leaving Discord.

Add to Discord Free to start. No credit card required.

Discord + Salesforce

Salesforce is the enterprise CRM standard. With Discord Sync Engine, you can:

Create and manage Salesforce leads from Discord
Track opportunities through your sales pipeline
Sync Discord members as Salesforce contacts
Log activities and notes in real-time
Receive notifications for important updates

Perfect For

Enterprise sales teams with Discord channels
B2B communities tracking partner relationships
Tech companies managing developer relations
Large organizations with distributed teams

Everything you need to manage your CRM from Discord

Powerful features to streamline your workflow

Auto-Sync Members

Automatically register your Discord members in your CRM. Keep your contact database always up-to-date.

Manage Contacts

Create, update, search, and delete contacts directly from Discord. Add notes and track interactions.

Track Deals

Manage your sales pipeline without leaving Discord. Create deals, update stages, and monitor amounts.

Handle Companies

Add and manage company records. Track industry, size, and revenue information.

Add Notes

Create notes on contacts to track important information and conversations.

How It Works

Get started in minutes

Step 1

Add the Bot

Invite Discord Sync Engine to your server with one click. No complex setup required.

Step 2

Connect Your CRM

Use /settings to connect your CRM account via OAuth. Your data is encrypted and secure.

Step 3

Start Syncing

Use slash commands to manage your CRM directly from Discord.

All Commands at Your Fingertips

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 salesforce connect`	Connect your CRM
`/settings salesforce status`	Check connection status
`/settings salesforce disconnect`	Disconnect CRM
`/settings salesforce 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

Frequently Asked Questions

Everything you need to know about Discord Sync Engine

How do I connect Salesforce to Discord?

Use /settings salesforce connect to initiate OAuth authentication with your Salesforce org. You'll need admin permissions in Salesforce to authorize the connection.

Which Salesforce objects are supported?

Discord Sync Engine supports Leads, Contacts, Accounts, and Opportunities. Custom objects support is available on enterprise plans.

Can I sync Discord roles to Salesforce?

Yes! Discord roles can be mapped to Salesforce fields, allowing you to segment your community members based on their Discord roles and access levels.

Is my data secure?

Yes, all API tokens and data are encrypted using industry-standard encryption (Fernet/AES-128). Your credentials are never displayed in Discord and each server has isolated connections.

How much does it cost?

Discord Sync Engine offers a free tier with basic features. Premium plans are available for teams with advanced needs like unlimited syncs and priority support.

Ready to sync your Discord with your CRM?

Join hundreds of communities already using Discord Sync Engine.

Add to Discord Free to start. No credit card required.

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