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How to Qualify Leads Before the Chat Starts in Knock

How to Qualify Leads Before the Chat Starts in Knock

How to Qualify Leads Before the Chat Starts in Knock

With Knock, your team sees everything they need to qualify a lead, before ever saying a word. No forms. No guessing. No wasted time.

Knock automatically reveals each lead’s info, company data, CRM status, and intent level the moment they message you. All insights appear directly in Slack so your reps can act fast—or reject with one click.

Why Knock’s Lead Qualification Saves Time and Closes More Deals

  • No forms needed—Knock reveals emails, companies, and roles automatically
  • Real-time enrichment using CRM integrations, public data, and past behavior
  • Instant lead scoring to help reps focus only on high-intent buyers
  • GDPR-compliant and privacy-safe by design

This means your sales team only spends time on leads who actually matter.

What You’ll See in Slack When a Lead Messages You

The Slack notification your rep receives includes a complete, enriched lead profile, including:

Contact Details

  • Full name and verified email
  • Role and seniority level
  • Time at company
  • Job history and LinkedIn profile link
  • Location and time zone

Company Info

  • Company name, size, and industry
  • Headquarters and global presence
  • Recent funding (if applicable)
  • Competitor landscape and market segment

CRM Information

  • Does this lead already exist in your CRM (e.g., HubSpot, Salesforce)?
  • Direct links to their CRM record and CRM enrichment
  • Lifecycle stage, owner, and past activity

Engagement and Intent Score

Knock assigns an Intent Score based on behavior, profile, and engagement:

  • 🟢 High Intent – Likely to buy now
  • 🟡 Medium Intent – Curious, possibly evaluating
  • 🔴 Low Intent – Job seekers, vendors, or non-buyers

You’ll also see engagement signals like:

  • The CTA or page the lead clicked before messaging
  • Whether they’ve chatted with your team before

Decide to Accept or Reject the Lead—Right from Slack

Once you review the lead’s info, you have two choices:

✅ Accept the Chat

Reply directly in the Slack thread. You’ll enter a real-time conversation with the lead instantly.

The lead info will automatically stream to your CRM.

❌ Reject the Lead

Click Reject in the Slack notification. A modal will open where you can select a rejection reason.

Knock bot will:

  • Log the rejection
  • Automatically send a polite, pre-written message on your behalf
  • Keep your CRM clean by avoiding unwanted contact creation
  • You won’t receive any more notifications from this lead, but you can still access their full record at any time.

You can customize reject reasons and auto-responses.

Learn how to configure automated rejection messages →

Summary: Qualify Faster, Don’t Waste Time

  • Knock replaces manual lead research with instant Slack notifications
  • You get real-time lead enrichment, intent scoring, and CRM context
  • Your reps can decide to chat—or not—in seconds
  • Only high-quality conversations make it through, keeping your pipeline strong