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Customer Story

UpTrials turns website visits into warm sales conversations

Renuka Agarwal was reviewing visitors by hand once a week. With Knock2 wired into HubSpot, Apollo and Slack, the best leads now route themselves while they're still engaged.

1 session
To connect HubSpot,
Apollo and Slack
Above 75
Lead score needed
to trigger a Slack alert
Days
From one follow-up to a
whole team asking for more
Company
UpTrials, health tech for clinical trials
Use Case
Visitor identification and automated lead routing
Stack
HubSpot, Apollo and Slack
Built On
Knock2 lead scoring and Plays
The Challenge

A weekly login wasn't fast enough

UpTrials could review its website traffic manually, but the process was slow and disconnected from the sales tools. By the time Renuka reached out, prospects had often moved on.

“I was logging in once a week, scanning through contacts, and reaching out manually. I had a good sense for who was relevant, but I wanted to automate follow-up without losing that accuracy.”
Renuka Agarwal, Co-founder & CEO of UpTrials
The Solution

Three tools connected in one sitting

Renuka connected Knock2 to HubSpot, Apollo and Slack in a single session and built automations that keep her judgment about who matters, without the manual review.

Where each visitor goes
In Knock2Sent to
High score
Strong ICP fit
→
Apollo
Enrolled in an outreach sequence
New lead
Identified visitor
→
HubSpot
Added as a contact
Score above 75
Highest intent
→
Slack
Real-time alert, signal only
“This is the most seamless integration experience I've had. In minutes, we connected all our tools and set up an automation that pushes high-value leads straight to our sales process.”
Renuka Agarwal, Co-founder & CEO of UpTrials
The Impact

One visit, a whole team at the table

Seeing a past contact back on the site gave Renuka the moment to reach out. Within days, more people from that organization wanted to talk.

“I reached out to one contact I'd engaged with a while back after seeing they'd been on our website. Within days, other members of their team were asking for a follow-up. Even if it's just one lead, the ROI is already there.”
Renuka Agarwal, Co-founder & CEO of UpTrials
  • Warm leads identified in real time, with no guessing who's behind a visit
  • Automated routing from Knock2 to Apollo and HubSpot
  • Slack alerts only for high-intent visitors, keeping notifications noise-free
  • More timely follow-up while prospects are still engaged
Looking Ahead

Follow-up as a 30-second habit

Renuka is investing in sales and wants the top leads in front of her each day for a quick yes or no, turning follow-up into a habit that takes seconds rather than an afternoon.

Renuka Agarwal

“I'm really focused on investing in sales right now, and Knock2 is helping me do that without adding complexity. It's simple, it's accurate, and it's built for action.”

Renuka Agarwal
Co-founder & CEO, UpTrials

Route your best visitors
without the weekly review

Knock2 scores every visitor and sends the right ones to HubSpot, Apollo and Slack automatically.

Get Started Today