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Overview
With the Knock-HubSpot integration, you can seamlessly align your team’s workflows and ensure all your Knock leads are automatically synced with HubSpot. This integration allows you to:
- Automatically send lead information and their conversations from Knock to HubSpot.
- Access the full history of your lead’s Knock conversations directly within HubSpot for streamlined tracking.
- Keep HubSpot contact profiles updated in real time with the latest Knock details
- Trigger workflows using Knock data
- View your lead’s HubSpot profile in Slack
Automatically create contacts / companies in HubSpot
Duplication Check
By default, Knock performs the following checks:
- Company Duplication Check: If a company’s domain already exists in HubSpot, Knock will update the existing company rather than create a new one.
- Contact Duplication Check: If a contact’s email already exists, Knock will update the existing contact and avoid creating duplicates.
Select Conditions for automatic creation of contact and companies
Knock creates new contacts and companies when a user message the sales team through Knock, and their identity is detected. You can customize the automatic creation options in the Knock HubSpot configuration to ensure that only the contacts and companies you want are added to your CRM.
Update Company Details in HubSpot:
When a new company is created, the following fields will be automatically updated:
Company Name, Company Owner, Company Website
You will need to map these fields to the corresponding attributes in your HubSpot account.
Knock also ads the following custom fields to the company object.
Custom Field | Field Type | Description |
Knock: Description | Multi-line text | A brief description of the company. |
Knock: Industry | Single-line text | The industry the company operates in. |
Knock: Number of Employees | Dropdown select | Employee range within the company. |
Knock: Top Competitors | multi-select | A list of the company’s top competitors. |
Knock: Founded Date | Date | The year the company was founded. |
Knock: Last Founding | Date | The most recent year the company received funding. |
Knock: Company Headquarters | Single-line text | The address of the company headquarters. |
Knock: Company Stage | Single-line text | The company’s status (e.g., privately held, post IPO). |
Knock: Total Funding | Number | Total amount of funding the company has raised. |
Knock Created | Dropdown select | Indicates if this account was newly created by Knock (True if it didn’t exist in your CRM before). |
Knock Channel | Multi-line text | A list of Slack channels with this company. (links) |
Knock: First Seen | Date | The first time an associated lead opened a slack channel through Knock |
Knock: Time to connection | Date | The first message sent from one of the associated leads |
Knock: Last Seen | Date | The last time Knock detected an employee from this company on the website or in Slack. |
Knock: Status | Dropdown select | The lead progress in knock conversations |
Knock: Source Touchpoints | Multi-line text | A list of touchpoints where company leads clicked on the click-to-Slack touchpoints. |
Knock Connected | Dropdown select | True if at least one of the contacts associated to the account sent a message |
Knock Total Messages Sent | Number | Total messages sent by the lead |
Update Contact Details in HubSpot:
When a new contact is created, the following fields will be automatically updated:
Name, Email, Contact Owner
Knock adds the following custom fields to the contact object.
Custom Field | Field Type | Description |
Knock: Email Verified | Multi-line text | True if the email was verified by Knock (SSO / OTC) |
Knock: Emails | Multi-line text | All email detected for this lead (private and business) |
Knock: Impact URL | URL | The profile image of the contact |
Knock: Role | Dropdown select | The business role of the contact |
Knock: LinkedIn Profile | URL | Link to LinkedIn Profile |
Knock: Origin Country | Multi-line text | The countries where the lead engaged with the vendor. |
Knock: Referrer | Multi-line text | The referring source of URL where the lead click on the Knock touchpoint |
Knock Created | Dropdown select | Indicates if this contact was newly created by Knock (True if it didn’t exist in your CRM before). |
Knock: First Seen | Date | The first time the lead opened a slack channel through Knock |
Knock: Time to connection | Date | The first message sent from one of the associated leads |
Knock: Last Seen | Date | The last time Knock detected an employee from this company on the website or in Slack. |
Knock Channel | URL | The Slack channels of this lead |
Knock: Source Touchpoints | Multi-line text | A list of touchpoints where the lead clicked on the Knock buttons. |
Knock: Status | Dropdown select | The lead progress in knock conversations |
Knock Connected | Dropdown select | Indicates if this contact sent a message in Slack |
Knock Total Messages Sent | Number | Total messages sent by the lead |
Update Deal Details in Hubspot:
Knock adds these fields to the Deal object:
Knock Created Account: True, if the Account associated with this Opportunity was created by Knock
Display HubSpot Data in Knock Notifications and Dashboard
You can select which fields to include in the lead details when they message you on Slack.
HubSpot Activities
We ensure that Knock sends only the lead activities that are most valuable to your go-to-market teams. You can customize which activities are sent based on your specific needs.
By default, all activity types are shared, but you have the flexibility to choose what information is sent.
- Slack Engagement: Track all lead interactions in Slack, including sent messages, file sharing, and message reactions.
- Conversation Transcript: Access a full transcript of the lead’s conversation.
- Website Intent Signals: Capture intent actions taken by the lead during each website visit.
Trigger Workflows Using Knock Data
Leverage Knock data to automate workflows and enhance lead segmentation in HubSpot. Use Knock lead statuses to streamline actions and manage communication more effectively.
Suggested Workflows:
- Identify Lead Source:
- Track Connected Leads:
- Handle Unqualified Leads:
- Manage Engaged Leads:
- Follow-Up on Unresponsive Leads:
- Assign Relevant Sales Rep:
When the Knock Created field is marked "Yes", the lead originated from Knock. Set up a workflow to automatically update your ‘Lead Source’ field to Knock.
When Knock facilitates the connection between the lead and a sales rep (active conversation), the Knock Connected field will be "Yes." Use this to track leads where the conversation started via Knock.
If Knock Status for a lead is set to "Rejected," create a workflow to update the lead status in HubSpot as "Rejected" \ “Unqualified”.
When a lead has an ongoing conversation with a sales rep via Knock, and the Knock Status is "In Discovery" update the lead status to "Engaged" or "Connected."
If a lead stops responding to a Knock conversation for more than 24 hours, Knock will change the Knock Status to "Follow Up." Trigger a workflow to ensure timely follow-up actions.
Knock automatically updates the Knock Rep Owner field based on the sales rep who owns the chat. Additionally, the Responding Rep field will be updated to reflect the rep who actually engaged in the chat. Use this information to create a workflow that assigns the appropriate sales owner to the lead.