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Home > Company Details & Settings > CRM Integrations > Knock CRM Email Parsing Integration
Knock CRM Email Parsing Integration

The Knock CRM integration uses email parsing to send Conversion Cloud information to the Knock CRM system.

 

CRM Name- Type Knock CRM
Integration Type Email
Send Lead Yes
Update Lead No
Create Appointment Yes*
Update Appointment No
Comments  * Requires validation appointment is created.

 

Integration Requirements - Knock CRM Integration 

 

Field Name

 

Description

 

CRM Email

  • The CRM Email address is provided by the Knock user. This is the email address to send the Conversion Cloud submission so it is parsed by the Knock CRM.

  • CRM Emails field is located in Company > Settings > Notification Settings

  • Example: Knock CRM email address - abcapts-w-1@m.knck.io

Community User Name

The Knock user provides the community user name.

Source Parameter

  • This setting declares the type of lead to the Knock system and matches a setting in the software.

  • The most common Source Parameter is "w" for "Property Website.” However, validate the Source Parameter with the Knock user.

 

Notes: 

  • Reuses all fields listed for the HTML Integration: CRM Emails | CC Emails | Reply-to Email

  • Definition: Email Parser

    • An email parser is a piece of software that allows the extraction of data from incoming emails. Email parsers can be configured to pull specific data fields from incoming emails.

    • This allows the conversion of an unstructured email into easy-to-handle structured data.

  • The Knock CRM uses or accepts the first five lines in the email as seen below. This creates the guest card.

    • Sender First Name:Jane
      Sender Last Name:Doe
      Sender Email:janedoe12@example.com
      Sender Phone:5558675310
      Desired Move-In Date:2019-04-28

    • Nothing below line 5 will be extracted into the Knock guestcard fields, but leasing teams will still be able to view the contents in the email itself.

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