The Knock CRM integration uses email parsing to send Conversion Cloud information to the Knock CRM system.
Benefits | |
Function/Property | Value |
CRM Name- Type | Knock CRM |
Integration Type | |
Send Lead | Yes |
Update Lead | No |
Create Appointment | Yes* |
Update Appointment | No |
Comments | * Requires validation appointment is created. |
Knock CRM Integration Requirements | |
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Field Name |
Description |
CRM Email |
|
Community User Name |
The Knock user provides the community user name. |
Source Parameter |
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Notes:
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Reuses all fields listed for the HTML Integration: CRM Emails | CC Emails | Reply-to Email
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Definition: Email Parser
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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.
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This allows the conversion of an unstructured email into easy-to-handle structured data.
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The Knock CRM uses or accepts the first five lines in the email as seen below. This creates the guest card.
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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.
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