Overview
This guide walks you through setting up a play in Knock2 to automatically create Lead records in Salesforce when one of your target accounts visits your website. Knock2 discovers the relevant people at the account (the buying committee) and pushes them to Salesforce as Leads.
Before setting up a play, you must have connected Salesforce (see guide).
Step 1: Create a Play
Navigate to Plays
Click on the Plays tab and select New Play.
Enter a name, e.g., Target Accounts → Salesforce Leads.
Choose Accounts as the source
Select Accounts as the data source.
Add filters to define which accounts qualify, for example:
Country, Industry / Sector, or Employee Count
Exclude active CRM opportunities so you only target accounts that aren't already in flight
Find the buying committee
Turn on Find the buying committee so Knock2 discovers the relevant people at each matched account to create as Leads.
Select the output
Choose Create Lead on Salesforce as the destination.
(Optional) Assign a lead owner.
Review and activate
Confirm the play triggers when a matching account is identified, and that a Lead record will be created in Salesforce.
Click Submit to save. You can disable the play later if needed.
Results
When a matching account is identified, Knock2 finds the associated people and creates Lead records in Salesforce.
The lead Source indicates Knock2 as the origin.
This ensures your sales team receives high-quality, identified prospects from your target accounts directly in Salesforce.
💡 Want to control which fields are written to each Lead? See Customizing CRM Field Mappings. To push the company itself as an Account, see Creating & Updating Account Records in Salesforce.