Search

Conversational Scheduling

Advanced Routing Rules

slack button (do not delete)

Use Knock Data in Your CRM Workflows

Use Knock Data in Your CRM Workflows

Use Knock Data in Your CRM Workflows

Knock doesn’t just power conversations—it gives your marketing, sales, and RevOps teams enriched, real-time lead data you can use to build smarter workflows, cleaner pipelines, and more efficient processes inside your CRM.

This guide covers best practices for using Knock data in HubSpot, Salesforce, or any connected CRM.

What Knock Syncs to Your CRM

Knock syncs enriched data for every accepted lead, including:

Contact-level fields:

  • Name, email, company, title
  • Knock: Intent Score
  • Knock: Connected (yes/no)
  • Knock: Source, Medium, Touchpoint, and UTM fields
  • Knock: Rep Owner & Responding Rep
  • Knock: Rep Response Time
  • Meeting status & transcript (if applicable)

Company-level fields:

  • Size, industry, location

View the full list: HubSopt, Salesforce

Best Practices

1. Add Knock Leads to Your Attribution Reporting

Every lead who connects via Knock (chat or scheduling) is marked with:

→ Knock: Connected = yes

Filter your CRM to include only these leads and map attribution using:

  • Knock: Touchpoint – The Knock link they clicked
  • Knock: Source – The original source (LinkedIn, email, website, etc.)
  • Knock: Medium – Based on UTM or referral
  • Knock: UTM Campaign – Your custom campaign tracking

✅ This gives you full-funnel attribution based on actual engagement and pipeline, not just clicks.

2. Find High-Intent Leads Using Knock Segments

Knock identifies high-intent leads, even if they never fill out a form.

  • Visit the Knock Dashboard to explore pre-built or custom Knock Segments
  • Filter by behavior, company fit, or buyer signals
  • Sync segments directly to your CRM and assign to reps for outreach

In your CRM, you can use the Knock: Segment field to track leads by segment and trigger follow-up workflows.

3. Use Knock Enrichment to Improve CRM Data Quality

Knock enriches every lead and company with verified data. You can map Knock fields to your CRM and improve:

  • Title and seniority
  • Company size and industry
  • Location and HQ
  • Social links or metadata

🚫 Knock never overwrites existing data—it only fills empty fields, making it safe for enrichment workflows.

4. Handle Unqualified Leads Automatically

When reps reject a lead in Knock, the system assigns them a status:

→ Knock Status = Rejected

You can create CRM workflows that:

  • Automatically update lead status to "Unqualified" or "Rejected" in HubSpot or Salesforce
  • Trigger a nurture sequence or remove the lead from active sales stages
  • Assign rejected leads to a remarketing list if appropriate

This keeps reps focused only on real pipeline opportunities.

5. Clean Your CRM Using Knock Intent and Segments

Use Knock to clean up junk data and remove clutter from your CRM:

  • Leads marked with low Knock: Intent Score often have no buying intent
  • Knock also detects leads with non-commercial intent (e.g., job seekers, vendors, spam)
  • Use Knock: Intent Score and Knock's "Clean CRM" segment to bulk-flag or remove irrelevant contacts

✅ This helps reduce noise, improve reporting accuracy, and save your sales team time.