Overview
This guide will walk you through the process of setting up a workflow in Knock2 to automatically create Contacts records in HubSpot when an exact match of a website visitor occurs. (Contact matches are only available in the US).
Before setting up a workflow, you must have connected HubSpot in Knock2 Settings (see guide).
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 Contacts to HubSpot.
Define Workflow Source
Choose Contacts as the data source.
Define the filter and timing criteria
Select Output
Choose Add Contact to HubSpot as the output action to ensure the Contact 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 Contact 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 Contact 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:
