With Knock, you can fully control how incoming leads are routed, ensuring they connect with the right representative.
Smart, Real-Time Lead Routing
✅ Round-robin rules for fair distribution
✅ Team Collaboration —allowing the first available rep to engage immediately
✅ Territory-based assignments
✅ Account-based ownership
✅ Custom qualification rules
Collaborative Routing for Speed & Efficiency
🔹 Increase speed-to-lead by routing leads to an entire team channel, so multiple members can respond based on availability.
🔹 Smart scheduling: Knock automatically finds the best calendar slot across a team and books the soonest available meeting—expediting the sales cycle.
Custom Routing for Every Touchpoint
Define routing rules based on where the lead engage from. For example:
📍 G2 → Route to a specific team
📍 Event QA Code → Assign to event reps
📍 AWS Marketplace leads → Direct to a specialized team
You control how each audience segment is handled, ensuring the right reps engage with the right prospects.
Real-Time Alerts & CRM Syncing
📢 Knock instantly notifies the relevant rep or team based on routing rules.
🔄 Knock automatically updates your CRM, ensuring every lead is properly logged and tracked.
Routing Rules Attributes
You can create routing rules based on various lead attributes to ensure optimal assignment. Below are the fields available for configuring your routing rules:
Based on Session Data
- Intent Score – The likelihood of the lead making a purchase, categorized as High, Medium, or Low.
- Origin Country – The country of the lead.
- Origin Region – The broader region associated with the lead's origin.
- Time Zone – The lead’s time zone.
- Time of Day – The time when the lead sends the first message.
- Device – The type of device the lead is using (desktop, mobile, tablet).
- Marketing Channel – The source through which the lead reached out to you (e.g., G2, website, LinkedIn).
Based on Company Data
- Company Size – The number of employees at the lead’s company.
- Company Region – The geographic region where the company is headquartered.
- Company Country – The country where the lead’s company is headquartered.
- Company Industry – The industry classification of the lead’s company.
- Company Domain – Route leads based on specific company domains (e.g., @company.com).
Based on CRM Data (if the lead already exists in the CRM)
- CRM Contact Status – The lead’s status in the CRM (e.g., new, engaged, qualified).
- CRM Contact Owner – The assigned owner of the lead in the CRM, if available.
- CRM Lifecycle Stage – The current stage of the lead in the CRM (e.g., MQL, SQL, Opportunity).