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HubSpot Integration

The HubSpot integration keeps your CRM in sync with Knock Knock App. Contacts, call logs, and notes flow automatically between the two platforms so you spend less time on manual data entry.

Connecting HubSpot​

To connect your HubSpot account:

  1. Go to Integrations in the sidebar.
  2. Find HubSpot and click Connect.
  3. You will be redirected to HubSpot to authorize the connection.
  4. Sign in to your HubSpot account and grant permission.
  5. You will be redirected back to Knock Knock App with the connection confirmed.
note

You need admin-level access in your HubSpot account to authorize the connection. If you do not have the right access, ask your HubSpot admin for help.

Contact Sync​

Once connected, contacts are synced between Knock Knock App and HubSpot:

  • New leads captured in Knock Knock App are automatically created as contacts in HubSpot.
  • Existing contacts are matched by email address to avoid duplicates.
  • Contact details such as name, email, phone, and company are kept in sync.
tip

Make sure your leads have an email address so they can be properly matched with HubSpot contacts. Leads without an email may create duplicate records.

Call Logs​

When calls happen in Knock Knock App, the details are logged in HubSpot automatically:

  • Call duration
  • Call outcome
  • Associated contact
  • Timestamp

This gives your sales team a complete history of every interaction without any manual logging.

Notes and Associations​

Notes you add during or after a conversation in Knock Knock App can be synced to HubSpot as well:

  • Notes are associated with the correct contact record.
  • Your team can see the full context of every conversation directly in HubSpot.
  • Associations ensure that call logs and notes are linked to the right deals and companies.

Disconnecting HubSpot​

To disconnect:

  1. Go to Integrations in the sidebar.
  2. Find HubSpot and click Disconnect.
  3. Confirm the disconnection.
warning

Disconnecting will stop all future syncing. Data that has already been synced to HubSpot will remain in your HubSpot account.

Next Steps​