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How to Integrate Knock with HubSpot

How to Integrate Knock with HubSpot

How to Integrate Knock with HubSpot

The Knock + HubSpot integration connects real-time lead engagement data from Knock directly into your HubSpot CRM—helping sales and marketing teams stay aligned, respond faster, and prioritize the leads most likely to convert.

What You Can Do with the Knock-HubSpot Integration

  • Automatically sync leads from Knock to HubSpot
  • View Slack conversations directly in HubSpot contact records
  • Update contact and company profiles in real time
  • Trigger HubSpot workflows based on Knock data
  • View first-party intent signals and lead actions in HubSpot
  • Prioritize high-intent leads using Knock’s intent scoring
  • View conversational transcript in HubSpot
  • Access lead info instantly inside Slack through CRM cards

How to Activate the Knock-HubSpot Integration

You can activate the integration from the Knock App in Slack or directly via the Knock Dashboard.

Option 1: From Slack

  1. Go to the Knock app in your Slack workspace
  2. If you don’t see it, go to Slack’s sidebar:
    • Click Apps → Manage → Browse Apps and search for "Knock"
  3. In the Knock App Home, scroll to the Administration section
  4. Click Start under the HubSpot Integration
  5. Make sure you have admin permissions in HubSpot to complete the connection
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Option 2: From the Knock Dashboard

  1. Open the Knock Dashboard
  2. Go to the Getting Started or Integrations section
  3. Select HubSpot, then click Connect
  4. Follow the authentication flow
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Lead Sync Settings & Control

By default, Knock only syncs accepted leads—those approved by your reps during a Slack conversation. Rejected leads are not added to HubSpot, keeping your CRM clean.

You can choose to:

  • Allow only business emails
  • Sync all accepted leads, regardless of email type
  • Map Knock leads to a specific HubSpot lead status

Best Practice: Align your Knock lead status with how you treat inbound leads who replies to sales email outreach in HubSpot (e.g., "Connected").

How Knock Creates New Contacts in HubSpot

When a lead engages via Knock and is accepted, a new HubSpot contact is created with the following fields:

  • First Name
  • Last Name
  • Email
  • Company

Knock also adds custom fields including:

  • Knock Intent Score
  • Chat engagement data
  • Meeting status
  • Lead source details

These fields help prioritize leads, automate workflows, and power segmentation.

Contact Custom Fields Added by Knock

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: Booked Meeting Time
Date
The email of the rep who owns the meeting
Knock: Meeting Owner
String text
All email detected for this lead (private and business)
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)
Knock: Rep Response Time
Number
Time (minutes) from the lead's message to the rep's response, excluding cases where the bot replies on behalf of the rep (out-of-office or rejection messages).
Knock: first page
String text
The first website page a user visits after clicking a campaign link, used for tracking attribution and conversions. (Include all UTM’s)
Knock: utm source
String text
The traffic source of a campaign
Knock: utm campaign
String text
The specific campaign name extracted from the landing page URL
Knock: utm content
String text
The specific variation of the ad, link, or creative extracted from the landing page URL

Contact Enrichment & Duplication Handling

  • Knock will not overwrite existing contact data
  • Knock only fills in empty fields
  • If the contact email already exists in HubSpot, Knock updates that contact
  • No duplicate contacts will be created

Contact Fields Mapping

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.

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Company Sync & Enrichment

By default, Knock does not create new companies in HubSpot. You can enable this in settings.

When enabled, Knock will create companies with:

  • Company Name
  • Website
  • Company Owner

Knock also adds custom company fields and enrichment data. Just like contacts, Knock only fills empty fields and never overwrites existing data.

Duplication Logic:

If a company domain already exists in HubSpot, Knock updates the existing record instead of creating a duplicate.

Company Custom Fields Added by Knock

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)

Contact Fields Mapping

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.

Knock Data in HubSpot Deals

Knock adds the following custom fields to the Deal object:

  • Knock: Created Account → true if Knock created the associated company
  • Additional fields can be mapped using Knock’s settings panel

View Knock Insights Inside HubSpot

Knock enriches your HubSpot records with unique insights:

  • Intent Signal Card → Shows what pages or assets the lead engaged with
  • Chat Transcript Card → Shows the full Slack conversation history
  • Slack Jump Link → Lets your team jump directly into the live chat thread from HubSpot

These insights appear on both contact and company records for full context.

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Knock Outreach: Build and Sync High-Intent Segments to HubSpot

Knock helps you surface and act on high-intent leads with real-time buyer signals. You can build segments and sync them into HubSpot in a few clicks.

Steps to Use Knock Outreach:

  1. Go to the Knock Dashboard → Accounts Tab
  2. Select Knock Segments and reveal leads based on engagement, ICP fit, or behavior
  3. Build a custom segment (e.g., "Fintech Companies showing high intent to purchase")
  4. Sync the segment directly to HubSpot

Knock will enrich the contacts and push them into HubSpot, ready for outreach.

Create a HubSpot View for Your Knock Segment

  1. In HubSpot, go to Contacts → Add View
  2. Filter by Knock:Segment and select the name of the segment
  3. Use this view for outreach or automation
  4. Trigger workflows based on real-time interest

Show HubSpot Data in Knock

You can choose which HubSpot fields to stream into Knock to give your team more context and control during lead interactions.

What You Can Do:

  • See HubSpot data in Slack notifications for leads who message your team via Knock
  • Use HubSpot fields in Knock routing rules to assign leads based on CRM data
  • Filter and segment leads in the Knock Dashboard using synced HubSpot fields

How to Enable HubSpot Data in Knock

  1. Open the Knock Dashboard
  2. Go to the HubSpot Integration section
  3. Click on the tab: View HubSpot Data Inside Knock
  4. You’ll see a list of your HubSpot fields
  5. Select the fields you want Knock to extract and display

These selected fields will now appear in Slack lead notifications, be available for routing conditions, and can be used to build dynamic segments in your Knock account.

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