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Salesforce
Sync your CRM for automated lead management and deeper data insights.
How to integrate Knock2 with Salesforce?
Connecting Knock2 with Salesforce gives you the ability to automatically capture and sync leads, track visitor interactions, and streamline sales processes with AI-driven insights. This integration helps improve lead tracking and conversions.
- Access your Salesforce account and integrate it with Knock2.
- Set up custom fields for leads and opportunities to track engagement.
- Automate lead qualification and assignment to relevant team members.
- Monitor real-time engagement metrics within your Salesforce dashboard.
Features available in the Integration
This integration includes real-time lead updates, automated data syncing, and enhanced lead scoring within Salesforce, improving sales funnel efficiency.
How to set up Knock2 with Salesforce?
Integrating Knock2 with Salesforce streamlines your lead capture and syncing processes. Follow these steps to set it up:
- Login to your Knock2 Account
- Select Settings
- Select Integrations
- Select Salesforce from the CRM dropdown
Features available in the Integration
This integration provides automated lead syncing, real-time data updates, and enhanced CRM management within Salesforce.
Support
Our dedicated support team ensures that your Knock2 and Salesforce integration runs smoothly. Here’s what to expect:
- Email support is included for all users to handle basic setup queries and ongoing troubleshooting.
- Phone support is available for users on the Growth Plan to handle advanced queries and configurations.
- For Scale Plan users, Slack support ensures real-time responses, allowing for seamless integration experiences.
Features available in the Integration
This integration streamlines customer relationship management by syncing real-time data between Salesforce and Knock2, including automatic lead updates and pipeline management.
