Hubspot Integration
Hubspot Integration

Hubspot Integration

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 clicks the Knock button, 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.

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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.

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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: Joined Channel, Inactive Lead, Waiting for Reply, Discovery, Follow-Up Needed, Rejected, Qualified
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

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Knock ads 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: Joined Channel, Inactive Lead, Waiting for Reply, Discovery, Follow-Up Needed, Rejected, Qualified
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.

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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 Visits: Monitor page visits from your leads to track their engagement.
  • Website Intent Signals: Capture intent actions taken by the lead during each website visit.
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Trigger Workflows Using Knock Data

Leverage Knock data to create automated workflows and lead segmentation in HubSpot. For example, you can use Knock lead statuses to trigger actions and manage communication efforts.

  • Inactive Lead: When a lead opens Slack but remains inactive (no message sent), you can automatically trigger workflows to reach out via email or LinkedIn.
  • Follow-Up: When a lead stops responding to a sales rep's messages, workflows can be set to follow up with those leads through email or LinkedIn, ensuring timely engagement.