Overview
This guide will walk you through the process of setting up a workflow in Knock2 to automatically create Lead records in Salesforce when an exact match of a website visitor occurs.
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 Salesforce.
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 Lead to Salesforce as the output action to ensure the Lead record is created in Salesforce.
Review and Activate
Review your selections to confirm:
The workflow will trigger when a website visitor is identified and matches the criteria.
A Lead record will be created in Salesforce.
Click Submit to save the workflow.
Results
When a website visitor matches the criteria, Knock2 will automatically create a Lead record in Salesforce.
The lead Source will indicate Knock2 as the origin.
This automation ensures that your sales team receives high-quality, identified website visitors directly in Salesforce, improving engagement and conversion rates.
Example of a Lead Object from:
Example of a Report of Knock2 Leads:
