Overview
Knock2 can create and keep your Salesforce Account records up to date automatically — alongside the Leads and Contacts it already syncs. Use it to make sure every company your visitors come from exists in Salesforce, enriched with the firmographic data Knock2 has identified.
Before setting up a play, you must have connected Salesforce (see guide).
What it does
When the Create Account on Salesforce destination runs, Knock2:
Looks for a matching Account — first by website domain, then by exact company name.
Creates it if it doesn't exist, populated from your field mapping.
Updates it if it already exists, filling in or refreshing fields according to the rules you've set — so existing accounts get enriched, not duplicated.
You won't end up with duplicate accounts: a domain or name match is always reused.
Where you can use it
Account plays / workflows — push the company straight to Salesforce as an Account. No people required, so it's ideal for account-based (ABM) motions.
Contact plays / workflows — create or update the Account for the company a contact belongs to. Run it on its own, or alongside Create Contact so the contact is linked to a fully populated account.
The workflow builder — add an output step and choose Create Account.
💡 Tip: In an account play you don't need to turn on "Find the buying committee" — Knock2 can push the account on its own.
Setting it up
Make sure Salesforce is connected under Settings → Integrations.
Open or create a play or workflow.
Under Destinations, choose Create Account on Salesforce.
(Optional) Assign an account owner — see the ownership rules below.
Save and activate.
Controlling what gets written
Open Settings → Integrations → Salesforce → Accounts tab to control exactly which Knock2 fields map to which Salesforce Account fields, and how existing values are handled (Always, If empty, or Never). See Customizing CRM Field Mappings for the full guide.
By default Knock2 maps Company Name → Name, Domain → Website, plus Phone, Annual Revenue, and City/State/Country → Billing address.
Account ownership
When Knock2 creates a new account, it sets the Owner to the rep assigned in the play (or via round-robin if you've assigned several).
When Knock2 updates an existing account, it never changes the Owner — the rep who already owns the account keeps it.
Frequently asked questions
Does creating a Contact already create the Account?
Yes. When Knock2 creates a Contact, it automatically links it to the matching Account (creating it if needed), using the same field mapping and update rules described here.
Will this create duplicate accounts?
No. Knock2 matches on domain, then company name, and reuses any match.
Why didn't an account get created?
An account needs at least a company name (and ideally a domain) to be created. Visitors with no identified company won't produce an account.
Can I update existing accounts without overwriting my reps' edits?
Yes — set those fields to If empty in the Accounts mapping tab.