Knock CRM Email Parsing Integration

Knock CRM Integration

Matthew Pate

Jun 28, 2021

The Knock CRM integration uses email parsing to send lead details to the Knock CRM system.

Benefits
Function/Property	Value
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.

Knock CRM Integration Requirements
Field Name	Description
CRM Email	The CRM Email address is provided by the Knock user. This is the email address to send lead submissions 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. To locate the username, log into Knock admin and navigate to “Sources” then toggle the Property Name. The username will be the text preceding the '-' of the tracking email. Example: Tracking email abcapts-w-1@m.knck.io. Username abcapts.
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 guest card fields, but leasing teams will still be able to view the contents in the email itself.