Integrations

Connect BetterKnocks to your stack

Connect BetterKnocks to your stack: REST API, MCP for AI tools, CSV import/export, and patterns for Zapier, Make, and CRM sync.

  • REST API
  • MCP on Elite
  • CSV import
BetterKnocks workspace with leads, API, and field data

BetterKnocks is the field operations layer: territories, knocks, leads, and production. Most orgs keep a desk CRM or data warehouse as the system of record and sync through the API. There is no native Zapier app yet; Pro and Elite customers use the REST API, webhooks you host, or MCP on Elite.

REST API (Pro and above)

Workspace-scoped API keys in settings. Create and update leads, log knocks and activities, manage products, events, and read analytics. Full reference with curl examples is public at /developers/api.

  • Authentication: X-API-Key header with a bk_live_ key
  • Leads: list, create, update, patch status
  • Knocks: log activities with disposition and outcome
  • Analytics: knocks, conversion, disposition breakdown
  • Events: callbacks and appointments for calendar sync

MCP (Elite and Enterprise)

The @betterknocks/mcp server lets Cursor, Claude Desktop, or other MCP clients list leads, log knocks, and pull analytics with the same API key. Setup guide at /developers/mcp and /blog/betterknocks-mcp.

Common integration patterns

GoalApproach
Push closed deals to SalesforceNightly job: GET sales/leads from API, upsert to CRM
Import skip-traced listsCSV import in workspace settings, or POST /v1/leads in bulk
Slack alert on sit-downYour server polls events or receives knock webhooks you build
Zapier / MakeHTTP module calling BetterKnocks API with stored API key
BI dashboardWarehouse sync from API analytics endpoints
AI assistant at HQMCP in Cursor with read-only analytics prompts

Import and export without code

  • CSV lead import with column mapping and duplicate handling
  • Territory reports as PDF or CSV on Pro
  • Analytics export from the dashboard

What we do not replace

BetterKnocks is not a proposal tool, payment processor, or full marketing automation suite. Integrate those through the API or keep them as parallel systems with BetterKnocks owning the door.

FAQ

Does BetterKnocks have a Zapier integration?

There is no official Zapier app today. Pro and Elite customers connect Zapier or Make with the REST API using an HTTP action and your workspace API key.

Can I sync two-way with HubSpot or Salesforce?

BetterKnocks exposes a REST API for leads, knocks, and activities. Two-way sync is built in your middleware or iPaaS. Enterprise onboarding includes scoping help for common CRMs.