Discourse registration CRM matching and Slack alerts
Build a workflow that alerts our community team whenever someone new registers on our Discourse community site, enriched with CRM context so the team knows if the registrant works for a known customer or prospect. Trigger it with an inbound webhook route (use external_id auth so the URL is unguessable) that receives Discourse's user_created event. The webhook step should acknowledge the delivery immediately, pull out the new user's username and email, derive their email domain, and flag domains belonging to free consumer email providers so we don't bother looking those up. Next, for non-generic domains, look up matching accounts in Salesforce — or whichever CRM we use — by email domain, returning every match along with its plan/tier and a direct record link. Finally, post a notification to a Slack channel like #community-moderation — or our team's chat tool. When there are CRM matches, list them with links and plan type; otherwise just note that the user joined. Keep the CRM access read-only; the only write is the chat message. Use connectors for Salesforce and Slack auth rather than hardcoding credentials, and make the free-domain list, the CRM match/plan fields, and the channel and message format easy to change. Tools used: Discourse, Salesforce, Slack
What this prompt builds
This workflow automatically enriches new Discourse community registrations with Salesforce CRM data to identify customers and prospects. When someone registers, it checks their email domain against Salesforce accounts, filters out free email providers, and posts a Slack notification to the community moderation channel with account details and plan tier when matches are found. It eliminates the manual work of cross-referencing community members against the CRM and ensures customer registrations receive appropriate attention.
The problem
Community managers running Discourse forums struggle to identify whether new registrants are customers, prospects, or strangers — manually cross-referencing every signup against Salesforce records is tedious and time-consuming, yet knowing who just joined is critical for providing the right level of support and engagement. This workflow automatically enriches each new Discourse registration with CRM context by matching the registrant's email domain against Salesforce accounts, filtering out free consumer emails, and posting a real-time Slack notification that shows whether the person works for a known customer or prospect, along with their account tier and a direct CRM link. Community teams instantly see who joined and can prioritize their response accordingly.
Solution and impact
The workflow eliminates manual CRM lookups by automatically checking every new Discourse registrant against Salesforce and delivering enriched notifications to the community moderation Slack channel in real time. Community managers immediately know if a new member is a customer, prospect, or unknown contact, along with account tier and a direct Salesforce link, enabling them to tailor engagement and support without leaving Slack. The result is faster, more personalized community onboarding and significant time savings for the moderation team.