HubSpot
Automatically create HubSpot Contact records when Knock2 identifies a matching website visitor.
How to integrate Knock2 with HubSpot?
With the HubSpot integration, Knock2 can automatically create Contact records in HubSpot when an exact match of a website visitor occurs. This ensures your sales team receives high-quality, identified website visitors directly in HubSpot. Contact matches are only available in the US.
What you'll need
- HubSpot connected in the Knock2 App Marketplace
- Access to Plays in the Knock2 dashboard
What you can do
- Automatically create HubSpot Contact records from identified visitors
- Filter which visitors sync using Play criteria and timing
How to set up Knock2 with HubSpot?
Before setting up a play, you must have connected HubSpot in the Knock2 App Marketplace.
Step 1: Create a Play
Click the Plays tab and select New Play. Enter a name, e.g. "Identified Contacts to HubSpot".
Step 2: Define the Play source
Choose Contacts as the data source, then define the filter and timing criteria.
Step 3: Select the output
Choose Add Contact to HubSpot as the output action so the Contact record is created in HubSpot.
Step 4: Review and activate
Confirm the play triggers when a visitor is identified and matches your criteria, then click Submit to save. You can disable the play later if needed.
Good to know
- Contact matches are only available in the US.
- For created records, the Record Source is set to Integration and the Source Detail indicates Knock2 as the origin.
- HubSpot must be connected in the App Marketplace before building a play.
