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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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Invite HubSpot Admin to the Dashboard

If you are not the admin of HubSpot, click on the Invite button at the top left, and send an invitation to the HubSpot Admin.

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How Knock Creates Contacts and Companies in HubSpot

This section explains when and how Knock creates contacts and companies in HubSpot, and how you can control which leads are synced.

Contact Creation in HubSpot

  1. By default, Knock creates approved leads only in HubSpot. Approved leads include:
    • Leads assigned to a human representative during a chat
    • Leads who book a meeting using Knock Scheduling
  2. Control which contacts are created in HubSpot
    1. Use the settings to decide when Knock creates contacts in HubSpot. Choose which leads are added as contacts
      1. None - No contacts are added to HubSpot. Commonly used when multiple CRM connections exist and you want to prevent duplicate records.
      2. Engaged - Leads who started a chat or attempted to book a meeting.
      3. Approved - Leads assigned to a human representative or attempted to book a meeting.
    2. Filter contacts by intent type - Choose which intent types trigger contact creation:
      1. Buying
      2. Support
      3. Partnership
      4. Job seeker
    3. Control email eligibility - Choose how Knock handles email types when syncing contacts:
      • Only business emails
      • All leads, including personal email addresses
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Contact and Company Creation in Hubspot

  1. When a lead is eligible to be created, Knock creates a new HubSpot contact with the following standard fields:
    • First Name
    • Last Name
    • Email
    • Company
  2. By default, Knock does not create new companies in HubSpot. When company creation is enabled in settings, Knock creates companies with:
    • Company Name
    • Website
    • Company Owner

      • Knock also creates custom contact and company fields in HubSpot to store enrichment data, such as:

    • Knock Created
    • Knock Connected
    • Knock Enriched
    • Knock Segments

These properties are required for the integration to function correctly.

Additional Knock Data and Field Mapping

All other enrichment data - including intent signals, engagement data, attributes data, and scoring - is not written to HubSpot by default. Knock only writes additional data when it is explicitly mapped.

To store additional Knock data in HubSpot, use the Field Mapping configuration described in the next section. You can configure mapping for:

  1. Contact fields
  2. Company fields

Mapping Knock Fields to Hubspot

Mapping Knock fields to your own HubSpot fields is optional. You may choose to map fields if you want Knock data to:

  • Populate existing HubSpot fields, or
  • Trigger HubSpot workflows that rely on specific fields

Field mapping defines which HubSpot field receives data from each Knock field. Only mapped fields can receive Knock data.

How to Map Knock Fields

To create a field mapping:

  1. Select the Contacts or Companies tab
  2. Choose a field category from the list
  3. Select the Knock field you want to map
  4. From the dropdown, choose the HubSpot field that should receive the Knock data. Only compatible HubSpot field types are available for selection.

How Mapped Fields are Updated

For any field you choose to map, Knock updates the mapped HubSpot field only when:

  • The field is empty, or
  • The Override option is explicitly enabled for that field
  • Unmapped HubSpot fields are never modified.
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You can map Knock fields only to compatible CRM field types with write permissions:

  • String fields - recommended for most Knock fields
  • Date fields - used only for Knock date-type fields (for example, First Seen)
  • Integer fields - used only for Knock numeric fields (for example, Response Time)

Important: The target CRM field must not belong to the Knock Data field group. All other incompatible fields are automatically filtered out to prevent write errors and ensure reliable field mapping.

Create New HubSpot Fields Directly Through Knock

Save time and stay organized by creating custom HubSpot fields without ever leaving Knock. Instead of switching between platforms, you can build and map new fields on the spot -tailored exactly to your workflow.

How to create a new HubSpot field in Knock:

  1. Choose a field to map, then select "Create New Field" from the dropdown.
  2. Enter a unique field label that clearly identifies the data it will capture.
  3. Click Create Property - Knock will instantly create the field in HubSpot and map the value to it automatically.

This eliminates manual setup in HubSpot and ensures your custom fields are ready to use the moment you need them.

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Apply Mapping to Past Records

Field mappings apply to records Knock creates or updates going forward. To sync a mapped field to historical records, use Apply to Past Records.

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How to run a backfill:

  1. In the field mapping table, find the mapped field you want to backfill, click the three-dot menu, and select Apply to Past Records.
  2. A preview panel opens showing the estimated number of records that will be updated and skipped. The write behavior defaults to the Overwrite setting configured for that field - you can change it before applying.
  3. Click Apply to confirm, or Cancel to exit.
  4. Once the backfill completes, a confirmation notification will show the number of records updated.

Verify the results in HubSpot:

  1. In HubSpot, go to Contacts (or Companies).
  2. Filter by Knock: Created = True or Knock: Connected = True to view Knock-touched records.
  3. Open a few records and confirm the mapped field has been populated as expected.

Note: The backfill applies to all records Knock has created or updated in HubSpot - including both Knock-connected and Knock-created records. This scope is broader than the CRM Sync Monitoring table, which only shows Knock-connected records, so the preview count may be higher than what you see in monitoring.

Contact and Company Duplication Handling

  • If the contact email already exists in HubSpot, Knock updates that contact - No duplicate contacts will be created
  • If a company domain already exists in HubSpot, Knock updates the existing - No duplicate contacts will be created

How the Override Option Works

The Override option controls whether Knock can replace existing values in a mapped HubSpot field. Override settings are configured per field mapping.

  1. Enable or disable Override - To manage the Override setting:
    1. Map a Knock field to a HubSpot field
    2. Use the Override toggle next to the mapped HubSpot field to turn it on or off
  2. Override behavior
    • Override off - Knock writes a value only if the HubSpot field is empty
    • Override on - Knock writes or updates the value even if the HubSpot field already contains data
  3. Additional details
    • Use the CRM sync monitoring table to review how mapped and overridden fields are written in HubSpot
    • For Knock-specific data (such as chat activity, meeting status, signals, and impact data), we recommend enabling Override to ensure the most up-to-date information is written to HubSpot
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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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Next Up - Mapping data to your CRM

The following page lists every field Knock can write to your CRM - across Contacts and Companies. Use it as the source of truth when configuring field mapping for HubSpot, Salesforce, or any other connected CRM.

FAQ

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Does Knock automatically sync all leads to HubSpot?
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What qualifies as an “Approved” lead?
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Does Knock create companies in HubSpot?
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How does Knock handle duplicate contacts or companies?
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Does Knock overwrite existing HubSpot data?