Salesforce

Automatically create and enrich Salesforce Account records from companies Knock2 identifies.

How to integrate Knock2 with Salesforce?

Knock2 can create and keep your Salesforce Account records up to date automatically, alongside the Leads and Contacts it already syncs. Use it to make sure every company your visitors come from exists in Salesforce, enriched with the firmographic data Knock2 has identified. Knock2 matches on website domain first, then exact company name, so you won't end up with duplicate accounts.

What you'll need

Salesforce connected under Settings → Integrations
A play or workflow with a Salesforce destination

What you can do

Create or update Salesforce Account records from identified companies
Use it in account plays, contact plays, or the workflow builder
Control field mappings and update rules (Always, If empty, or Never)

How to set up Knock2 with Salesforce?

Before setting up a play, you must have connected Salesforce.

Step 1: Connect Salesforce

Make sure Salesforce is connected under Settings → Integrations.

Step 2: Open or create a play or workflow

Open or create a play or workflow where you want to sync accounts.

Step 3: Choose the destination

Under Destinations, choose Create Account on Salesforce.

Step 4: Assign an owner (optional)

Optionally assign an account owner. When Knock2 creates a new account, it sets the Owner to the rep assigned in the play (or via round-robin). When it updates an existing account, it never changes the Owner.

Step 5: Save and activate

Save and activate the play or workflow.

Control what gets written

Open Settings → Integrations → Salesforce → Accounts tab to control which Knock2 fields map to which Salesforce Account fields, and how existing values are handled (Always, If empty, or Never). By default Knock2 maps Company Name to Name, Domain to Website, plus Phone, Annual Revenue, and City/State/Country to the Billing address.

Good to know

Knock2 matches on domain, then company name, and reuses any match — so it won't create duplicate accounts.
When Knock2 creates a Contact, it automatically links it to the matching Account, creating it if needed.
An account needs at least a company name (and ideally a domain) to be created; visitors with no identified company won't produce an account.
To update existing accounts without overwriting your reps' edits, set those fields to If empty in the Accounts mapping tab.