HubSpot Integration

Overview

The Knock-HubSpot integration helps your team work more efficiently by connecting Knock’s lead engagement data with HubSpot. With this integration, you can easily keep your workflows aligned and ensure all your Knock leads are automatically synced with HubSpot.

Here’s what the integration allows you to do:

🔹 Sync Lead Information Automatically: Send lead details and conversations from Knock to HubSpot without any manual effort.

🔹 View Conversation History: Access all your lead’s Knock conversations directly in HubSpot for easy tracking.

🔹 Keep Profiles Updated: Ensure HubSpot contact profiles are always current with real-time updates from Knock.

🔹 Use Knock Data in Workflows: Trigger HubSpot workflows using data from Knock.

🔹 Track Intent Signals: See first-party intent signals for each contact to understand their level of interest.

🔹 Focus on High-Priority Leads: Use intent scores to prioritize the leads most likely to convert.

🔹 Collaborate in Slack: Quickly view your lead’s HubSpot profile in Slack for instant insights.

Automatically Create Contacts / Companies in HubSpot

Knock allows you to automatically add new contacts to HubSpot based on your custom configuration:

Add Accepted Leads: Automatically add leads who initiated a chat with your team on Slack.
Save the Lead Contacts: Add contacts identified by Knock and selected by you directly to HubSpot.

Configuration

Knock creates new contacts and companies when a lead message the sales team through Knock, the rep accepted this lead 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.

By default, Knock only adds contacts with business email addresses and does not create new accounts.

Add / Update Contact Details

Add New Contact:

When a new contact is created, the following fields will be automatically updated:

First Name, Last Name, Company , Email

Contact Fields Mapping

Additionally, you can enable Knock Contact Enrichment to update and enhance existing contact fields in your HubSpot system. By default, Knock will not modify any of your existing data. ** Knock will never override existing data, it will only update a field if the field is currently empty.

Contact Custom Fields Added by Knock

Knock automatically adds the following custom fields to each contact in HubSpot.

This information helps you build efficient workflows, streamline processes, and prioritize your leads by focusing on those with high intent or strong engagement.

Custom Field	Field Type	Description
Knock: First Seen	Date	The first time the contact opened a slack channel through Knock
Knock: Last Seen	Date	The last time Knock detected the contact engaging with your brand.
Knock: Rep Owner	String text	The email of the rep who assigned as the owner of this contact chat
Knock: Responding Rep	String text	The email of the rep who first responds to the contact
Knock Created	Dropdown select	Indicates if this contact was newly created by Knock (True if it didn’t exist in your CRM before).
Knock Connected	Dropdown select	Indicates whether this contact has sent a message via Slack
Knock: Status	Dropdown select	The lead progress in knock engagement funnel
Knock Total Messages Sent	Number	Total messages sent by the contact
Knock: Emails	Multi-line text	All email detected for this lead (private and business)
Knock: Intent Score	String text	Measures the contact's likelihood of purchasing your solution (High, Medium, Low)

Contact Duplication Check

By default, Knock performs the following check: If a contact’s email already exists, Knock will update the existing contact and avoid creating duplicates.

Add / Update Company Details

Add New Company:

By default, Knock will not create new companies in your HubSpot account. However, you can update the configuration to enable Knock to add new companies automatically.

When a new company is created, the following fields will be automatically updated:

Company Name, Company Owner, Company Website

Contact Fields Mapping

Additionally, you can enable Knock Company Enrichment to update and enhance existing company fields in your HubSpot system. By default, Knock will not modify any of your existing data. ** Knock will never override existing data, it will only update a field if the field is currently empty.

Company Custom Fields Added by Knock

Knock automatically adds the following custom fields to each company in HubSpot.

This information helps you build efficient workflows, streamline processes, and prioritize your leads by focusing on those with high intent or strong engagement.

Custom Field	Field Type	Description
Knock: First Seen	Date	The first time an associated lead opened a slack channel through Knock
Knock: Last Seen	Date	The last time Knock detected an employee from this company engaging with your brand.
Knock Created	Dropdown select	Indicates if this company was newly created by Knock (True if it didn’t exist in your CRM before).
Knock Connected	Dropdown select	True if at least one of the contacts associated to the company sent a message
Knock: Status	Dropdown select	The lead progress in knock conversations
Knock Total Messages Sent	Number	Total messages sent by the lead
Knock: Time to connection	Date	The first message sent from one of the associated leads
Knock: Intent Score	String text	Measures the company's likelihood of purchasing your solution (High, Medium, Low)

Company Duplication Check

By default, Knock performs the following check: If a company’s domain already exists in HubSpot, Knock will update the existing company rather than create a new one.

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

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 signals 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:

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.

Track Connected Leads:

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.

Handle Unqualified Leads:

If Knock Status for a lead is set to "Rejected," create a workflow to update the lead status in HubSpot as "Rejected" \ “Unqualified”.

Manage Engaged Leads:

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."

Follow-Up on Unresponsive Leads:

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.

Assign Relevant Sales Rep:

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.