Overview
This guide will walk you through the process of creating a segment and setting up a workflow in Knock2 to automatically send relevant website visitor identifications to HubSpot as company records.
Step 1: Creating a Segment
Navigate to Segments
Log in to Knock2 and go to the Segments section.
Click on New Segment.
Define Your Segment
Enter a name for your segment, e.g., UK Leads.
Click Create.
Apply Filters
Select relevant filters to define the segment.
For example, if you want to segment leads by country, select Country: United Kingdom.
Additional filters you may want to apply include:
Industry/Sector
Employee Count
Exclude Active CRM Opportunities: Select leads that are not tracked or have CRM statuses such as Future Opportunity, Lost, etc.
Once filters are applied, click Save Changes.
Step 2: Creating a Workflow
Navigate to Workflows
Click on the Workflows tab.
Select New Workflow.
Enter a name for your workflow, e.g., UK Leads HubSpot.
Define Workflow Source
Choose Company Leads as the data source.
Select an existing segment (e.g., UK Leads) or create a new one if needed.
Set Persona and Outputs
Keep the Persona setting as default (this ensures only company information is passed).
Select Add Company to HubSpot as the output action.
Review and Activate
Review your selections to confirm:
The workflow will trigger when companies that match the UK Leads criteria are identified.
A company record will be created in HubSpot.
Click Submit to save the workflow.
If needed, you can disable the workflow after saving.
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Results
When a relevant website visitor meets the segment criteria, Knock2 will automatically create a company record in HubSpot.
The Deal Source will be set to Integration.
The Source Detail will indicate Knock2 as the origin.
This automation ensures your CRM stays up to date with high-intent leads, improving lead management efficiency.
Example Record source & Record source detail 1:
