How Knack Flows Works
The Knack Flow no code + HubSpot integration enables you to create, update, and track contacts, companies, and deals directly from your app. Keep customer data in sync, streamline your sales process, and manage everything in one place—without switching platforms. With Knack and HubSpot working together, managing your CRM has never been easier.

Choose a Trigger from HubSpot
Begin by selecting a trigger event in HubSpot that will initiate your workflow. For example, you might choose “New Contact Added” or “Deal Updated” as the trigger. Knack monitors HubSpot for the selected trigger.

Add an Action to the Flow
Next, determine what happens in Knack once the HubSpot trigger is activated. A Workflow can contain one action, a sequence of custom actions, action loops with conditions, and more. For instance, you could set up an action to “Create a New Record” in Knack when a new contact is added or “Update an Existing Record” when a deal stage changes.

Connect and Automate
Your HubSpot and Knack apps are now seamlessly connected. With Knack Flows, you can automate CRM processes, sync data effortlessly, and eliminate manual data entry—ensuring your customer information is always up to date.
Connect Your Workflow Now
Effortlessly integrate Knack and Hubspot with pre-built templates
Unlock Powerful Capabilities with Knack and HubSpot

Automated Lead Management
Capture new leads from HubSpot and automatically assign them to sales reps in Knack based on predefined rules, ensuring quick follow-ups.

Customer Support Ticketing System
Convert HubSpot contacts into support tickets within Knack, allowing teams to track, manage, and resolve issues efficiently.

Sales Pipeline Automation
Automatically update deal stages in Knack when changes occur in HubSpot, providing a real-time sales dashboard for better forecasting.

Custom Client Portals
Create personalized client portals where customers can view their HubSpot-related data, such as invoices, order history, and project updates.

Event Registration & Follow-Ups
Sync event attendees from Knack with HubSpot, triggering automated email sequences and follow-ups based on registration status.

Subscription & Billing Management
Integrate Stripe payments with Knack and HubSpot to track customer subscriptions, automate invoicing, and manage renewals effortlessly.

Employee Onboarding & Training
Use Knack to create an employee training portal that syncs with HubSpot to track progress, completion rates, and engagement.

Marketing Campaign Performance Tracking
Store campaign data in Knack and sync with HubSpot contacts to analyze engagement, measure ROI, and automate follow-up actions.

Field Service Management
Enable technicians or field teams to update service requests in Knack, automatically updating customer records in HubSpot for seamless communication.
Triggers and Actions
Knack Flows help you automate workflows by connecting your data and actions. A trigger starts a workflow, and an action executes a task based on the trigger.
About Hubspot

