Integrate Knock with Salesforce: Sync Conversations and Lead Data Effortlessly

How to Integrate Knock with Salesforce

The Knock + Salesforce integration connects real-time lead engagement data from Knock directly into your Salesforce 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-Salesforce Integration

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

90 seconds Knock+ Salesforce Video Tutorial

How to Activate the Knock-Salesforce Integration

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

Option 1: From Slack

Go to the Knock app in your Slack workspace
If you don’t see it, go to Slack’s sidebar:

Click Apps → Manage → Browse Apps and search for "Knock"

In the Knock App Home, scroll to the Administration section
Click Start under the Salesforce Integration
Make sure you have admin permissions in Salesforce to complete the connection

Option 2: From the Knock Dashboard

Open the Knock Dashboard
Go to the Getting Started or Integrations section
Select Salesforce, then click Connect
Follow the authentication flow

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 Salesforce, keeping your CRM clean.

You can choose to:

What object to update on Salesforce: Leads or Contacts
Allow only business emails
Sync all accepted leads, regardless of email type
Map Knock leads to a specific Salesforce lead status

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

How Knock Creates New Contacts in Salesforce

When a lead engages via Knock and is accepted, a new Salesforce 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 Salesforce, 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 Salesforce 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.

Company Sync & Enrichment

By default, Knock does not create new companies in Salesforce. 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 Salesforce, 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

Knock Data in Salesforce 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 Salesforce

Knock enriches your Salesforce 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 Salesforce

How to add Knock unique insights into Salesforce?

Step 1: Install the Knock Insights Package

View Knock insights, like intent signals and Slack chat transcripts, directly on the Contact page.

Access Salesforce Package installer: Link
Select: Install for All Users
Select checkbox: grant access to this 3rd party web sites

Step 2: Add Knock Insights to Lighting Page

Navigate to Object Manager in Salesforce.
Select Contacts from the list of objects.
Click on Lightning Record Pages in the sidebar.
Click New to create a new Lightning record page.
Choose the Record Page option and click Done.
Assign a label to your new record page (e.g., "Contact Insights Page").
Select the object Contact to associate it with this page.
Drag the ContactIntentSignals component to the desired location on the Contact page layout.
Drag the KnockConversations component to the appropriate location on the same page layout.

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

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

Steps to Use Knock Outreach:

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

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

Create a Salesforce View for Your Knock Segment

In Salesforce, go to Add View
Filter by Knock:Segment and select the name of the segment
Use this view for outreach or automation
Trigger workflows based on real-time interest

Show Salesforce Data in Knock

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

What You Can Do:

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

How to Enable Salesforce Data in Knock

Open the Knock Dashboard
Go to the Salesforce Integration section
Click on the tab: View Salesforce Data Inside Knock
You’ll see a list of your Salesforce fields
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.