The Plays tab is the automation hub of Knock2. Plays let you automatically route your best‑fit visitors to your CRM or outbound tools based on clear rules you control. This article walks through how to create, review, and edit a play.
What Plays Do
Plays allow you to:
Automatically send qualified contacts to your CRM
Trigger actions based on score, title, behavior, and more
Route high‑intent leads into campaigns or sales tools
Reduce manual lead routing and follow‑ups
Once a play is live, it runs automatically in the background.
How to Create a Play
Navigate to the Plays tab
Click Create
Give your play a clear name (for example, Contacts to HubSpot)
Step 1. Choose Your Source
Select where the data will come from:
Choose Contacts if you want to pass individual people
Other sources may be available depending on your setup
Step 2. Apply Filters
Next, define which visitors should trigger the play.
Examples include:
Lead score greater than 50
Job title exists
Specific company size or industry
Only contacts that meet all selected filters will move forward.
Step 3. Select Timing
Choose when the play should run:
Immediate runs the moment a match is identified
Other timing options may be available depending on your configuration
Step 4. Choose Outputs
Outputs define what happens when a visitor qualifies.
You can choose one or multiple outputs, such as:
Add contact to HubSpot
Add contact to Outreach
Push to a sales engagement platform
Select your desired output and click Continue.
Step 5. Review and Create
On the final screen, review all selected steps:
Source
Filters
Timing
Outputs
When everything looks correct, click Create.
✅ Your play is now live and running automatically.
Editing an Existing Play
To update a play:
Click View on the play
Click Edit
Modify any step as needed
Save your changes
Updates apply immediately after saving.
Need Help?
If you have questions about play design, filtering logic, or automation best practices, our support team is always happy to help.