Overview
This guide will walk you through the process of creating a segment and setting up a workflow in Knock2 to automatically find and send relevant prospects to Salesforce when a company match occurs.
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 Prospects Salesforce.
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
Select a Persona: This step ensures Knock2 finds relevant contacts associated with the matched company.
Select Add Lead to Salesforce as the output action to create lead records in Salesforce.
Review and Activate
Review your selections to confirm:
The workflow will trigger when companies that match the UK Leads criteria are identified.
A Lead record will be created in Salesforce under the selected Persona.
Click Submit to save the workflow.
If needed, you can disable the workflow after saving.
Results
When a relevant website visitor matches the segment criteria, Knock2 will automatically find associated prospects and create Lead records in Salesforce.
The lead Source will indicate Knock2 as the origin.
This automation ensures that your sales team receives high-quality, relevant prospects directly in Salesforce, improving engagement and conversion rates.
Example of a Lead Object from Company Feed:
Example of a Report of Knock2 Leads:
