Automate KYC in Hubspot
Follow these simple steps, and chat to us below if you have any questions.
Step 1: Start creating a Workflow
Step 2: Hit Next
For this demonstration, we are using a blank workflow template. For more advanced options, contact us or HubSpot.
Step 3: Set up triggers
HubSpot triggers are the events that occur prior to the KYC step being automated.
Step 4: Select trigger filter
Some common examples we have come across include when a form is submitted on the website, or when a deal gets to a certain stage. It may be different in your business. Don’t hesitate to contact us if you need help thinking this through and making a choice.
You can choose to test the trigger before saving. Continue to the next step when you have saved.
Step 5: Add action
Add an action by clicking the small + button in the circle below your trigger.
Step 6: Set Property Value
Scroll down to Property Management and Select Set Property Value.
Step 7: Select KYC Command
The KYC Command field is what we use to start the KYC process. Search KYC to go straight to the right property.
Step 8: Select KYC Start
Select KYC Start and hit Save.
Step 9: Review and Publish
After clicking Review and Publish you will be able to review your entire logic, and importantly, make a decision whether you want to start the KYC process for any existing contacts that meet your trigger criteria.
Step 10: Turn On!
That’s it – you’re done. Simply switch on the workflow. You can now make a cup of tea, or even better, do a bit of testing for sample contacts. Don’t hesitate to contact us if you get stuck! 🙂
We hope you enjoyed this guide. If you haven’t already, you can get started for free with IdentityCheck here.