Overview
This guide will walk you through the process of setting up a play 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 play, you must have connected HubSpot in the Knock2 App Marketplace (see guide).
Step 1: Creating a Play
Navigate to Plays
Click on the Plays tab.
Select New Play.
Enter a name for your play, e.g., Identified Contacts to HubSpot.
Define Play 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 play 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 play.
If needed, you can disable the play 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:
