Knack Flows for Hubspot

Did you know the average sales manager spends over five hours every week just copying contact information between systems? That’s more than 260 hours a year wasted on tasks a computer should handle. Enhance your customer experience by integrating HubSpot CRM with Knack client portals.

Benefits of Using Knack with HubSpot

This integration allows businesses to offer secure, self-service access to key information. Customers and partners can view personalized data, submit inquiries, track leads, and manage resources in a partner portal—with all activity syncing back to HubSpot for a 360-degree customer view.

With Knack, you can build interactive branded portals that streamline engagement, collaboration, and service—while keeping HubSpot data in sync. Sales managers, we see the struggle of switching back and forth between HubSpot and your database.

Identifying the Problem

That manual juggling doesn’t just waste time—it sabotages your results with inconsistent data and missed follow-ups. If you’re ready to end the productivity drain, this is your solution. We’ll show you how to connect Knack and HubSpot with real-time, two-way sync—no coding required.

Overview of the Solution

We’ve helped hundreds of sales teams solve this problem using a few simple, repeatable steps. By the end of this video, you’ll have Knack and HubSpot working together seamlessly—freeing your team to focus on closing deals.

Setting Up the Client Portal

First, open your Knack client portal with the necessary contact structure. Go to Knack Flows and create a flow from scratch. Add a trigger: “Record Created” in the “Contacts” table.

Connecting to HubSpot

Next, add an action to send this contact data to HubSpot. Connect your HubSpot account by entering your login and verification info.

Selecting Data Fields

Choose which fields to sync—name, email, phone, address—based on your business needs. HubSpot has many fields and properties, so customize as needed.

Creating and Testing Contacts

To test it, go to the live app and submit a new contact form. Log in as a manager, input test data, and submit. In Knack, the record appears immediately.

Verifying Data Submission

Check the flow log. You’ll see that the contact record was created successfully in both Knack and HubSpot.

Checking HubSpot Integration

Go to HubSpot, refresh the page, and boom—your new contact appears. That’s it! Instant CRM sync from Knack to HubSpot.

Advanced Features of Integration

Now let’s go further: two-way sync. Create another flow called “HubSpot to Knack Sync.” Add a trigger for “Contact Updated” in HubSpot.

Setting Conditions for Automation

Add a condition: only run the automation if a field like “Last Activity Date” is not empty. This ensures updates only happen when there’s real activity.

Updating Records in Knack

Then add a step to search Knack for the matching record (by email) and retrieve its record ID.

Searching for Records

Use that ID to update fields in Knack—phone number, address, city, zip, and more.

Editing Contact Details

Now test by updating a contact in HubSpot. Edit the address and save. You’ll see the change reflected in Knack moments later.

Implementing Two-Way Sync

You can do the reverse too. Create a new flow in Knack with a “Record Updated” trigger. Add a step to find the HubSpot contact by email, then update HubSpot with new data from Knack.

Finalizing Changes

Test it by changing the phone number in Knack. The update appears instantly in HubSpot. It’s seamless and real-time.

Multi-Way Sync Capabilities

Now you’ve built multi-directional sync between HubSpot and Knack—without using Zapier or Make. It’s all native to the Knack + Knack Flows ecosystem.

Advantages Over Third-Party Tools

No need for third-party tools. Knack’s database and connectors handle CRM fields directly. You’re not limited in how HubSpot interacts with your system.

Power users will love this. With two-way sync and no-code automation, the possibilities are endless. If you liked this video, hit like and subscribe. We’ll be sharing many more Knack and Knack Flows tutorials soon. Thanks for watching, and we’ll see you in the next one. Bye!