10 steps to automate KYC inside Hubspot

automate KYC inside HubSpot
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KYC means ‘Know Your Customer”

Automate KYC in Hubspot

Automating KYC as part of your workflow has never been simpler, thanks to HubSpot and IdentityCheck.

Follow these simple steps, and chat to us below if you have any questions.

Step 1: Start creating a Workflow

Create Workflow

Step 2: Hit Next

For this demonstration, we are using a blank workflow template. For more advanced options, contact us or HubSpot.

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Step 3: Set up triggers

HubSpot triggers are the events that occur prior to the KYC step being automated.

Set up triggers

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.

Select trigger filter

Step 5: Add action

Add an action by clicking the small + button in the circle below your trigger.

Add action

Step 6: Set Property Value

Scroll down to Property Management and Select Set Property Value.

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.

Select KYC Command

Step 8: Select KYC Start

Select KYC Start and hit Save.

KYC Start

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.

Enrol existing contacts

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! 🙂

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We hope you enjoyed this guide. If you haven’t already, you can get started for free with IdentityCheck here.

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