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How to Integrate Knock with Marketo

How to Integrate Knock with Marketo

How to Integrate Knock with Marketo

The Knock + Marketo integration connects real-time lead engagement data from Knock directly into Marketo, helping marketing teams stay aligned and prioritize attribution channels based on revenue impact.

What You Can Do with the Knock-Marketo Integration

  • Automatically sync leads from Knock to Marketo
  • Enrich person info in real time. Read more
  • Sync attribution data per lead. Read more
  • Enrich company info in real time. Read more
  • View first-party intent signals and lead actions in Marketo. Read more
  • Map Knock unique data to Marketo fields

How to Activate the Knock-Marketo 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 Marketo Integration
  5. Make sure you have admin rights in Marketo to complete the connection

Option 2: From the Knock Dashboard

  1. Open the Knock Dashboard
  2. Go to the Getting Started or Integrations section
  3. Select Marekto, then click Start Integration
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  1. Access the Marketo Integration page and click Connect

Invite Marketo Admin to the Dashboard

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

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Lead Sync Settings

By default, Knock only creates accepted leads in Marketo, those approved by your reps during a Slack conversation. Rejected leads are not added to Marketo, keeping your platform clean.

You can choose to:

  • Allow only business emails
  • Sync all accepted leads, regardless of email type
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How Knock Creates New Persons in Marketo

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

  • First Name
  • Last Name
  • Email
  • Company

Person Custom Fields Added by Knock

Custom Field
Field Type
Description
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

Person Enrichment & Duplication Handling

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

Knock Unique Data

You can enable Knock Person Enrichment to update and enhance existing person fields in your Marketo 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 Person Enrich

Field
Field Type
Description
Person Role
String text
The lead’s job title or function at their company. Example: VP Marketing, SDR.
LinkedIn Profile
URL
Direct link to the lead’s LinkedIn profile.
Profile Image URL
URL
Link to the lead’s profile photo.
Country
String text
The country where the lead is located. Prefer ISO-3166 country names or codes.

Attribution

Field
Field Type
Description
Origin Channel
String text
Top-level channel that started the visit. Examples: Direct, Organic Search, Paid Search, Paid Social, Referral, Email.
Origin Source
String text
Specific source within the channel. Examples: Google, LinkedIn, Newsletter, Partner site.
Referrer URL
URL
Full URL the visitor came from.
Entry Page
URL
First page the visitor viewed on your site.
UTM Campaign
String text
Value of utm_campaign.
UTM Content
String text
Value of utm_content.
UTM Term
String text
Value of utm_term.
UTM ID
String text
Value of utm_id.
GCLID (Google)
String text
Google Ads click identifier captured on arrival.
FBCLID (Facebook)
String text
Meta click identifier captured on arrival.
MSCLKID (Microsoft)
String text
Microsoft Ads click identifier captured on arrival.

Knock Signals

Field
Field Type
Description
Intent Score
Number
Knock’s score for this contact’s buying intent. High means strong intent.
Intent Type
String text
The intent of the person: Buying, Partnership, Job Seeker, Support, Spam. This is only for contacts who sent a message though Knock.
Segments
String text
All Knock segments currently matching this contact. Examples: Save the lead.

Knock Chat

Field
Field Type
Description
Touchpoint
String text
Chat link name. Examples: Website Footer
Chat Owner
User lookup
The email of the rep who assigned as the owner of this contact chat
Responding Rep
User lookup
The email of the rep who first responds to the contact
Rep Responding Time
Number (minutes)
Minutes between the rep being added to the chat and their first reply.
Status
String text
The lead progress in knock engagement funnel
Total Messages Sent
Number
Total messages sent by the lead

Knock Meeting

Field
Field Type
Description
Knock: First Meeting Booked
Date/Time
Timestamp of the first meeting scheduled via Knock for this contact.
Knock: Meeting Owner
User lookup
The teammate who owns the meeting.
Knock: Meeting Type
String text
Category of the meeting. Examples: Intro, Discovery, Demo, Technical, Pricing, Follow-up.
Knock: Booked Meeting Time
Date/Time
The time of the last meeting booked
Knock: Last Meeting Booked
Date/Time
The time of the last meeting booked
Knock: Number of Meetings
String text
Total number of meeting booked by this contact

Knock Impact

Field
Field Type
Description
Knock: First Seen
Date
The first time the contact was detected by Knock
Knock: Last Seen
Date
The last time the contact was detected by Knock
Knock: Created
String text
Value is Yes if the contact was created by Knock
Knock: Connected
String text
Value is Yes if the contact was connected though Knock

Knock Company Enrich

Field
Field Type
Description
Company Headquarter
String text
City, state/province, and country of the company’s main office.
Company Size
String text
Number of employees
Company Industry
String text
Primary industry classification for the company.
Company Status
String text
Ownership status. Examples: Private, Public, Acquired.
Founded Date
Date
The company’s official founding date.
Last Funding
String text
Most recent funding round type. Examples: Seed, Series A, Series B, Series C, Debt, Grant.
Total Funding
Number
Cumulative capital raised to date.
Annual Revenue
Number
Latest reported annual revenue

Field Mapping

  • Open Integrations → Marketo.
  • Select Sync Knock data to Marketo tab
  • Map each Knock field to a Marketo field. Only compatible field types are shown.
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