How Knack Flows Works

Seamlessly connect HighLevel with Knack with Flows to set up sales and marketing automations with custom database operations. Keep your leads, contacts, and appointments in perfect sync. This integration lets you instantly route HighLevel leads into Knack records, update CRM contacts based on Knack activity, trigger marketing campaigns, and gain full visibility into your sales pipelines — no manual entry required. Build custom dashboards to track campaign performance, manage clients, and streamline follow-ups, all from within your custom Knack portal.

Step 1: Select a Trigger

A trigger is an event that starts your Flow. HighLevel or Knack can each initiate workflows depending on your setup. For example, you might choose “Form Submitted” in HighLevel or “New Record Created” in Knack as the trigger. Knack monitors HighLevel for these events to ensure data moves instantly between your marketing funnels and your internal database.

Step 2: Set up an Action in Knack

Once a trigger has occurred, actions execute the tasks within your Flow. In Knack, actions can create client records, update project statuses, or log communication history. With HighLevel, actions can add contacts to nurturing campaigns, create sales opportunities, or send SMS reminders. A Flow can include single actions or complex sequences with conditional logic to handle specific lead types.

Title Step 3: Connect and Automate

When your Knack Flow is ready, you can add more actions or start running it immediately. Your Knack and HighLevel environments are now seamlessly connected. Capture leads from HighLevel landing pages directly into Knack apps, sync appointment outcomes, and manage the entire customer lifecycle from acquisition to fulfillment right from your AI-powered Knack workspace.