Connect LinkedIn Accounts to Knock

Connecting your sales reps’ LinkedIn accounts to Knock helps extend engagement after a meeting is scheduled.

When a prospect books a meeting, momentum is high. Connecting LinkedIn allows Knock to automatically send a LinkedIn connection request from the assigned meeting owner to the prospect. This keeps the conversation active between booking and the call.

The connection request:

• Is sent from the rep who owns the meeting
• Is triggered after the meeting is scheduled
• Invites the prospect to connect
• Encourages them to share questions or topics they would like to cover

This ensures engagement continues before the meeting takes place.

Before inviting reps, make sure the Knock Slack app is installed in your workspace.

This guide explains:

1. How to invite sales reps to connect their LinkedIn account
2. How to monitor LinkedIn connection status
3. How reps connect their LinkedIn account through Slack

Invite Sales Reps to Connect LinkedIn

Step 1: Open LinkedIn Connection Settings

1. Log in to the Knock Dashboard
2. Navigate to Meeting Links
3. Click LinkedIn Connections

Step 2: Invite Reps to Connect Their LinkedIn Account

1. Click “Invite a member”
2. Type in Slack members you want to invite
1. (Optional) Customize the Slack message that will be sent
2. Click Send Invite

Each selected rep receives a direct Slack message from Knock with a one-click link to connect their LinkedIn account.

Monitor LinkedIn Connection Status

The LinkedIn Connections screen allows admins to manage and monitor LinkedIn authorization for all sales reps in one place.

You can access this screen by:

1. Going to Meeting Links in the Knock Dashboard
2. Clicking LinkedIn Connections

You can also invite additional members from this screen.

Connected

The Connected section lists reps whose LinkedIn accounts are successfully authorized.

For each connected rep, you can view:

• Rep name
• Connection date
• Number of meetings booked

Only reps in this section can send automated LinkedIn connection requests through Knock.

Unconnected

The Unconnected section includes reps who are not currently authorized.

This may include:

• Pending — An invitation was sent but not completed
• Disconnected — The LinkedIn authorization was removed or expired

Knock does not send LinkedIn connection requests from reps whose accounts are unconnected.

Connect LinkedIn Directly from Slack

Sales reps can connect their LinkedIn account directly inside Slack.

How to Connect LinkedIn in Slack:

1. Open Slack
2. Go to Apps
3. Select the Knock app
4. Open the Home tab
5. Click Connect LinkedIn Account
6. Authenticate with your LinkedIn credentials

Once connected:

• Knock can send LinkedIn connection requests on your behalf.
• Requests are triggered when you are assigned as the meeting owner based on routing rules.
• Your status updates automatically in the LinkedIn Connections page in the Knock dashboard.

Next Steps

1. Configure Meeting Routing
2. Create a Scheduling Link
3. Share Your Scheduling Link

FAQ: LinkedIn Connection and Automation

On this page

• Connect LinkedIn Accounts to Knock
• Invite Sales Reps to Connect LinkedIn
• Step 1: Open LinkedIn Connection Settings
• Step 2: Invite Reps to Connect Their LinkedIn Account
• Monitor LinkedIn Connection Status
• Connect LinkedIn Directly from Slack
• Next Steps
• FAQ: LinkedIn Connection and Automation