UpTrials Turns Website Visits Into Warm Sales Conversations

Customer: Renuka Agarwal, Co-founder & CEO at UpTrials

‍Use Case: Website Visitor Identification & Automated Lead Routing

‍Industry: Health Tech / Clinical Trials

“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, CEO



The Challenge

UpTrials connects healthcare organizations with clinical trial opportunities, but Renuka’s team lacked an easy way to connect real people to the anonymous companies visiting their site.

They could manually review traffic, but the process was slow and disconnected from their sales tools — making it hard to follow up while prospects were actively engaged.

“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.”

The Solution

Renuka implemented Knock2 and connected it to HubSpot, Apollo, and Slack in a single session. She set up automated workflows so that:

  • High-scoring contacts are instantly sent to Apollo for outreach sequences
  • New leads are added directly to HubSpot
  • Only the most relevant contacts trigger Slack alerts, keeping notifications signal-heavy and noise-free

“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.”

The Impact

✅ Warm leads identified in real time — no more guessing who’s behind a visit
✅ Automated lead routing from Knock2 → Apollo → HubSpot
✅ Slack alerts for only high-intent visitors (score > 75)
✅ More timely follow-up and higher conversion potential

“Even one lead can make the investment worthwhile — and Knock2 made it effortless to capture and act on those opportunities.”

Looking Ahead

Renuka is excited about Knock2’s upcoming Daily Digest feature, which will surface her top leads each day for quick thumbs-up/thumbs-down review — turning sales follow-up into a 30-second habit.

“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.”

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