Turn anonymous traffic
into Salesforce pipeline
into Salesforce pipeline
Knock2 identifies who's visiting your site and connects that intelligence directly to Salesforce — creating leads, enriching contacts, and alerting your reps in real time.
Lead & contact creation
Opportunity enrichment
Rep alerts via Slack
Buying committee discovery
Duplicate-safe
Workflows
Six ways to activate visitor intelligence
Each workflow runs automatically as Knock2 identifies visitors. Configure them in the workflow builder, or trigger them manually with one click.
Manual Actions
Push to Salesforce in one click
No workflow needed. Reps can push any identified contact to Salesforce instantly from the Knock2 dashboard or directly from a Slack notification.
Technical reference
Fields, objects, deduplication logic, and current limitations
What Knock2 sends to Salesforce
Contact & Lead fields
FirstName / LastNameContact identity
EmailUsed for dedup
TitleJob title
Company / WebsiteAccount linkage
Phone / MobilePhoneWhere available
City / State / CountryMailing address
LinkedIn_URL__cAuto-created custom field
LeadSource"Knock2 - Contacts"
Account fields (on create)
NameCompany name
WebsitePrimary domain
PhoneCompany phone
What Knock2 reads from Salesforce
Opportunity data
StageNameShown in contact drawer
AmountDeal value in drawer
CloseDateShown in account drawer
Opportunity Owner.EmailRoutes Slack alerts for open opps
Opportunity Owner.NameDisplayed in drawer
Account data
Account Owner.EmailFallback routing when no open opp
Account Owner.NameDisplayed in account drawer
Picklist data
OpportunityStageWorkflow filter options
Duplicate handling
For Leads
Matching keyEmail address
MethodError-based — Salesforce returns the existing ID if matched
On matchReturns existing Lead ID, no duplicate created
For Contacts
Matching keyEmail address
MethodProactive query before creation
On matchUpdates empty fields only — never overwrites existing data
Authentication: Knock2 connects via OAuth 2.0. Your access token is stored securely and refreshed automatically — no re-authentication needed. Connect from Settings → Integrations → Salesforce.
