HubSpot

KYC Integration Finder

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HubSpot is your all-in-one stop for all of your marketing software needs.

Integration status: Active

Integration type: Zapier

How IdentityCheck works with HubSpot

What is HubSpot? HubSpot is a comprehensive CRM platform designed to help businesses grow better by providing tools and integrations for marketing, sales, customer service, and content management. With its easy-to-use interface and robust features, HubSpot allows businesses to streamline their operations and improve customer engagement. Using IdentityCheck with HubSpot Integrating ID verification into your HubSpot processes can significantly enhance your customer management and onboarding workflows. Here are some possible uses for ID checks within HubSpot:

Seamless onboarding of new customers with automated verification processes
Enhanced security by verifying the identity of potential clients or partners
Streamlined compliance checks in industries with strict regulatory requirements
Improved trust and reliability in transactions through verified identities

Setting Up IdentityCheck Integration with HubSpot To integrate IdentityCheck with HubSpot, follow these simple steps:

Create an IdentityCheck account.
During the onboarding process, you'll be invited to connect with HubSpot. You can also select HubSpot from the integrations page.
Once you give permission, we will create the required fields in HubSpot and enable the automation.
Proceed to test from HubSpot by following the steps below.

How to Request an IdentityCheck from HubSpot After setting up the integration, using ID verification within HubSpot is straightforward. Here’s how you can use it:

Open a HubSpot Contact.
Under 'Actions' select 'View all properties'.
Search for 'KYC Command'. Add to your view for easy access next time.
Select 'Start' from the drop-down.
We will email your Contact a customizable email with a unique link.
When your Contact opens the link, they will be invited to verify themselves using a Government-issued ID and a selfie.
Once verification is complete, we will optionally conduct any additional screening based on the verified details - e.g. AML, including PEP, Sanctions, and Adverse Media, Criminal background checks, and more.
We will update 'KYC Status' in the HubSpot contact, and add Notes throughout the process.
You can open the verification session from the HubSpot Notes field, or optionally, we can write back any of the collected data back into HubSpot as required.

Integrating IdentityCheck with HubSpot simplifies the verification process, allowing you to focus on growing your business while ensuring account security and compliance. Enhance your customer management today by setting up this powerful integration.

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.