Overview
This guide will walk you through the process of setting up a workflow in Knock2 to automatically create Lead Objects in Salesforce 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 Salesforce 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., Contacts + Salesforce.
Define Workflow Source
Choose Contacts as the data source.
Define the filter and timing criteria
Select Output
Choose Create Lead on Salesforce as the output action to ensure the Lead Object is created in Salesforce.
Review and Activate
Review your selections to confirm:
The workflow will trigger when a website visitor is identified and matches the criteria.
A Lead Object will be created in Salesforce.
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 Lead record in Salesforce.
The lead Source will indicate Knock2 as the origin.
This automation ensures that your sales team receives high-quality, identified website visitors directly in Salesforce, improving engagement and conversion rates.
Example of a Lead Object from:
Example of a Report of Knock2 Leads:
