Eliminate Manual CRM Updates: Sync HubSpot and Knack Using Flows (No Code Needed)

For many sales teams, CRMs are powerful—but disconnected. You have your HubSpot CRM, where the sales pipeline lives, and you have internal apps or client portals built in Knack to handle onboarding, account details, or partner management.

And yet, most teams are stuck manually copying data between these systems just to keep everything aligned.

The result?

• Over 260 hours a year spent copying contact properties
  
• Missed follow-ups due to inconsistent data
  
• Duplicate or existing records that create internal confusion
  
• Manual data syncing and workflows that limit growth
  

There’s a better way.

With Knack Flows, you can automate a bi-directional, no-code integration between your Knack app and HubSpot CRM. That means:

• New records created in Knack can automatically appear in HubSpot
  
• Updates made in HubSpot contacts can sync back to Knack
  
• Changes in Knack can push back into your HubSpot account
  

This workflow eliminates back-and-forth, reduces errors, and gives your team a real-time view of customer data—without middleware tools like Zapier, Make, or Microsoft integrations.

Who This Is For

This solution is ideal for:

• Sales managers using HubSpot workflows but managing custom apps in Knack
  
• RevOps teams trying to unify reporting and metrics across platforms
  
• Customer success or support teams who want CRM context inside client portals
  
• Anyone tired of manual data entry, form submissions, or disconnected tools
  

Why Knack + HubSpot = CRM Harmony

Knack is a no-code platform to build tailored apps, client portals, and internal tools. HubSpot is a leading customer relationship management solution for managing new leads, deals, and marketing campaigns.

Together, they unlock:

• Real-time updates between systems
  
• Clean, consistent customer data
  
• Branded form submission experiences for users
  
• Self-service access for clients and partners
  
• Fewer notifications and emails back-and-forth
  
• Less reliance on external automation platforms
  

You get the flexibility of custom apps with the powerful features of HubSpot CRM—and a workflow that adapts to your business, not the other way around.

Give Clients and Partners a Portal They’ll Actually Use

Let’s be honest—no one wants to email your reps just to update their address.

That’s where Knack Flows and HubSpot make life easier. By integrating HubSpot with a Knack app (like a client or partner portal), you enable secure access to data and actions while keeping everything synced.

Clients can:

• View and update their info
  
• Submit service forms
  
• Track the status of support tickets or marketing campaigns
  

And every interaction they take—every form submission, update, or note—is logged directly in HubSpot CRM, giving your team complete visibility.

Step 1: Send New Contacts from Knack to HubSpot

Start with a form submission in Knack—whether it’s a partner registration or lead capture template.

In Knack Flows:

1. Create a new flow
   
2. Set the trigger to a new record in your Contacts table
   
3. Add the “Add Record to HubSpot” action
   
4. Map your Knack fields to HubSpot contacts: name, email, phone, address, custom objects
   

This works both in the Knack app backend and live portal. You’ll see the new contact show up in HubSpot instantly, no API delays.

Step 2: Update Knack When HubSpot Contact Data Changes

Now reverse the flow.

In Knack Flows:

1. Trigger the flow when a HubSpot contact is updated
   
2. Add filters to only proceed when certain contact properties (like “Last Activity Date”) change
   
3. Use a “Search Record in Knack” step to find the matching existing record
   
4. Update the record with changes like phone, address, or deal stage
   

This ensures your apps always reflect current customer data, even if it changes due to a marketing automation sequence or rep activity.

Step 3: Push Updates from Knack Back Into HubSpot

Create a third flow to push automation in the other direction:

1. Trigger on “Record Updated” in Knack
   
2. Search for the matching HubSpot contact
   
3. Use a “Bind” step to fetch the ID
   
4. Use “Update Contact in HubSpot” to push new values
   

Perfect for client self-service portals—update contact info, submit requests, or advance deal stages with real-time impact.

Advanced Features: Filters, Conditions, and Custom Logic

Use Knack Flows to set up advanced workflows like:

• Conditional automations (e.g., only sync if the contact was touched in the last 30 days)
  
• Filter by object type (lead vs. client)
  
• Front-end form submission triggers
  
• Different templates based on user roles or permissions
  

That level of control is what makes Knack Flows a favorite for enterprise users who care about performance and scalability.

How This Compares to Third-Party Tools

You might be wondering: Why not just use Zapier, Make, or another integration platform?

Here’s why Knack Flows is a stronger option for serious operations:

Third-party connectors are useful for light automation, but when accuracy, real-time data, and full customization matter—Knack Flows keeps everything in-house, fast, and in your control.

See the Full Walkthrough in Action

Want to follow along with every step? Our video tutorial walks through how to:

• Build the HubSpot integration
  
• Automate bi-directional data syncs
  
• Replace manual data entry
  
• Get more out of your HubSpot workflows
  

Ready to Sync Smarter?

With Knack + HubSpot, you can:

• Automate syncing between live apps and HubSpot’s CRM
  
• Say goodbye to manual form submissions
  
• Centralize updates for HubSpot contacts and custom objects
  
• Scale your customer experience with built-in notifications and cleaner docs
  
• See higher ROI on your CRM and marketing automation
  

Whether you’re using Salesforce, building a knowledge base, or customizing your outreach—Knack Flows can connect everything behind the scenes.

Bring your CRM into the modern era—no-code, fully integrated, and tailored to how you work.