This guide will walk you through how to create a filter in Knock2 Contacts to identify high-value leads, and how to use that filter in Workflows and Slack notifications.
Step 1: Create a New Filter in Contacts
Go to the Contacts Tab
From your Knock2 dashboard, click on Contacts in the navigation menu.Open the Filters Menu
Click Filters in the top-left corner. If you haven’t created any yet, it will say No Filters.Create a New Filter Preset
Select Create a New Filter Preset from the drop-down.
Give your filter a descriptive name (e.g., ICP Score + Pricing Page Visitors) so you’ll remember its purpose later.
Add Your First Filter – ICP Score
Find and select the ICP Score filter.
Set it to greater than 50 (or your preferred score threshold).
Add Your Second Filter – Pricing Page Visits
Add another filter for Pages Visited.
Set it to is one of and select your pricing page URL.
If you don’t see it listed, type “pricing” into the search bar and press Enter.
Save Your Preset
Click Save Preset. You can now select this filter anytime to quickly view matching leads.
Step 2: Use the Filter in a Workflow
Create a New Workflow
Go to Workflows in the navigation menu.
Click New Workflow.
Name it descriptively (e.g., ICP >50 + Pricing Page → HubSpot).
Select the Data Source
Choose Contacts as your source.
Under Filters, select the filter you created earlier.
Set Workflow Timing
Choose Immediate so the workflow triggers as soon as a matching lead is identified.
Select Your Outputs
From the output options, you can:
Add Contact to HubSpot
Add Contact to an Apollo sequence
Trigger a Webhook and much more
You can choose multiple outputs to run at the same time.
Review & Save
Check the details, then click Submit.
You can disable or edit the workflow at any time.
Step 3: Apply the Filter to Slack Notifications
Go to Slack Settings
Click Settings → Slack.
Select the Filter for Contact Notifications
If Slack is already connected, you’ll see notification types.
For Contact Notifications, choose the filter you created (ICP Score + Pricing Page).
Save Changes
Click Save.
Now only contacts matching this filter will be sent to Slack.
Tips for Best Results
Be Descriptive: Always name filters and workflows clearly so they’re easy to find later.
Combine Multiple Filters: Layer ICP scores, page visits, and other criteria for maximum targeting.
Test Before Automating: Preview your filter results before setting up automated workflows.
If you have any questions or need help, chat with our Intercom support bot or email support@knock2.ai.