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:
Lead Duplication Behavior in Salesforce
When Knock2 creates a new Lead in Salesforce, it uses your existing Salesforce Lead Record rules to determine how duplicates are handled.
Knock2 calls the standard sf.Lead.create() method each time a new identified contact is sent to Salesforce. This means:
If your Salesforce org allows duplicate leads:
A new Lead record will be created, even if one already exists with the same email or name.If your Salesforce org prevents duplicates (via matching rules or duplicate rules):
Salesforce will automatically block the creation of that duplicate Lead. Knock2 will not overwrite existing data or attempt to update empty fields on existing records.
In other words, Knock2 respects your Salesforce Lead Record Settings — it doesn’t apply its own duplicate management logic, and it will follow whatever duplication and matching policies you’ve configured inside your Salesforce environment.
💡 Tip: If you want Knock2 to update existing Leads rather than create new ones, you can configure a Salesforce upsert workflow using a matching rule (e.g., by email address) in your Salesforce settings.