Overview
With the Knock-Salesforce integration, you can seamlessly align your team’s workflows and ensure all your Knock leads are automatically synced with Salesforce. This integration allows you to:
- Automatically send contact information and their conversations from Knock to Salesforce.
- Access the full history of your contacts’s Knock conversations directly within Salesforce for streamlined tracking.
- Keep Salesforce contact profiles updated in real time with the latest Knock details
- Trigger workflows using Knock data
- View your contact’s Salesforce profile in Slack
Automatically create contacts / accounts in Salesforce
By default, Knock does not create accounts or contacts in Salesforce automatically.
You can adjust this setting in the Knock app within Slack.
If you choose to allow Knock to automatically create contacts in Salesforce, here's how the workflow operates:
- Knock will create new contacts when a sales representative decides to respond to a lead's message sent via Knock (when the conversation status changes to "In Discovery").
- Contacts rejected by the sales team will not be created in Salesforce.
Duplication Check
Knock includes built-in checks to prevent duplicate records in Salesforce:
- Contact Duplication Check
- If a contact’s email already exists in Salesforce, Knock will update the existing contact instead of creating a duplicate.
- Account Duplication Check
- If an account's website already exists in Salesforce, Knock will update the existing account details and associate it with the contact.
- If the website is not found, Knock will search for the account name.
- If neither the website nor the account name is found, Knock will not associate the contact with an account.
- Account Creation
- Knock will not create new accounts automatically under any condition.
Update Account Details in HubSpot:
Knock is adding the following custom fields to your account 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: 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 Salesforce:
When a new contact is created, the following fields will be automatically updated:
First Name, Last Name , Email, Account ID
Knock is adding the following custom fields to your contact object.
Custom Field | Field Type | Description |
Knock: Email Verified | Multi-line text | True if the primary 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 Salesforce Data in Knock Notifications and Dashboard
Knock seamlessly extracts relevant data from Salesforce to enhance lead qualification and routing, ensuring leads are assigned to the right representative. This integration also provides valuable insights into Knock’s business impact, displayed directly in the Knock dashboard.