How to Route Meetings to the CRM Owner

Knock lets you automatically assign meetings to the CRM owner of a lead or account—ensuring continuity and a better buyer experience.

When to Use CRM Ownership Routing

Use this option when:

You want returning leads or existing customers to meet their assigned sales rep.
You want to preserve territory ownership or account continuity.
You're already syncing rep ownership from Salesforce or HubSpot.

When a lead clicks a Knock scheduling link, Knock first checks if the lead (contact or account) exists in your CRM.

If the lead is found, Knock checks if there's a mapped CRM owner.

If the CRM owner has a calendar connected to Knock, the meeting will be routed to that rep.

If no CRM owner is found or the owner hasn't connected a calendar, Knock will fall back to your configured routing rules.

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