Overview
This guide will walk you through the process of setting up a workflow in Knock2 to automatically create People records in HubSpot when an exact match of a website visitor occurs. (People matches are only available in the US).
Step 1: Creating a Workflow
Navigate to Workflows
Click on the Workflows tab.
Select New Workflow.
Enter a name for your workflow, e.g., Identified People to HubSpot.
Define Workflow Source
Choose People Leads as the data source.
Define the criteria for People Leads by selecting relevant filters such as:
Country
Employee Count
Exclude Active CRM Opportunities (e.g., contacts already tracked in CRM)
Select Output
Choose Add Contact to HubSpot as the output action to ensure the People record is created in HubSpot.
Review and Activate
Review your selections to confirm:
The workflow will trigger when a website visitor is identified and matches the criteria.
A People record will be created in HubSpot.
Click Submit to save the workflow.
If needed, you can disable the workflow after saving.
Results
When a website visitor matches the criteria, Knock2 will automatically create a People record in HubSpot.
The Deal Source will be set to Integration.
The Source Detail will indicate Knock2 as the origin.
This automation ensures that your sales team receives high-quality, identified website visitors directly in HubSpot, improving engagement and conversion rates.
Example Record source & Record source detail 1:
