CRM

HubSpot + StackGo

Run compliance from inside HubSpot. Checks start from a record and the result lands back on the client.

HubSpot publishes 16 trigger events and 16 actions on its public Zapier listing. StackGo uses them today.

CRM System of record Native

Also listed under Marketing and Client onboarding

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What HubSpot is

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

Description supplied by HubSpot.

The trigger

What starts a check from HubSpot

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

Company Recently Created or Updated
Contact Recently Created or Updated
New Company
New Contact

The write-back

What StackGo puts back on the record

Named fields on the HubSpot record, not a link to a portal someone has to log into. Every field is optional — you choose which ones get written, and the ones carrying client information are marked so that choice is an informed one.

Field	What it holds
Verification status Outcome	Verified, Refer, Failed or Pending
Risk rating Outcome	The assessed rating and the date it was set
Last checked Outcome	The date the check completed, so monitoring has a baseline
Report link Outcome	A link to the full record, behind your StackGo login. The link travels; the data does not.
Verified name Personal data	Full legal name as it appears on the document
Date of birth Personal data	As verified against the document
Document checked Personal data	Type, issuing country and expiry
Screening result Personal data	Clear, or a potential match with the list that matched
Beneficial owners Personal data	The individuals behind an entity, each with their own status
Form responses Personal data	Whatever the intake form collected
Verification report (PDF) Personal data	The whole session: every field collected, the document images, the timestamps. Attach it where your retention obligation is to hold the evidence, not a link to it.

Outcome Carries no identity data. Safe anywhere your team already works.
Personal data Client information. Turn it on where the record has the right access controls, and leave it off where it does not.

Run it one-way if that suits you better

The two directions are independent. You can have HubSpot start a check and write nothing back — the result stays in StackGo, behind your login, and HubSpot is never touched. Or write back without a trigger, and start checks by hand. Firms whose system of record is visible to support staff, contractors or an outsourced team often choose trigger-only for exactly that reason.

How it lands in HubSpot

Update Contact Subscription Preferences
Create Company
Create Contact

HubSpot's own write operations. The result goes onto the record you already work in.

Everything else HubSpot publishes

HubSpot’s public integration surface

The rest of what HubSpot exposes on Zapier, beyond the ones above. Any of these can be wired into a StackGo workflow.

12 more events

New Company Deprecated
New Company Properties
New Contact Properties
CRM Object Recently Created
Company Recently Created or Updated Deprecated
Contact Recently Created or Updated Deprecated
Line_item Recently Created or Updated
Product Recently Created or Updated
Custom Object Recently Created or Updated
New Custom Object
New Custom_object Properties
New Deal Deprecated

13 more actions

Add Contact to Deal Deprecated
Add Contact to List (Deprecated)
Add Contact to List
Create Company Deprecated
Create Associations
Create Calendar Task Deprecated
Create Contact Deprecated
Create CRM Object
Create Engagement
Create List
Create Social Media Message
Create Ticket Deprecated
Create Custom Object

Names are HubSpot’s own, read from its public Zapier listing on 28 August 2026.

Setting it up

A native connector, set up once

Write verification results back to Contact properties; trigger from a deal.

Connect StackGo to HubSpot.
Map the fields above to where you want them on the record.
Choose the trigger — the event that should start a check.
Run a test on yourself before you point it at a client.

Questions

Common questions about HubSpot

What is HubSpot integration?

StackGo connects to HubSpot through Zapier, and a check can start from an event like “Company Recently Created or Updated”. The result comes back on the record you already work in.

Which HubSpot events can start a compliance check?

“Company Recently Created or Updated”, “Contact Recently Created or Updated”, “New Company”, “New Contact”. These are HubSpot’s own trigger names from its public Zapier listing, and StackGo can start a check from any of them.

How would a check result show up in HubSpot?

Through HubSpot’s own write operations: “Update Contact Subscription Preferences”, “Create Company”, “Create Contact”. You choose which fields are written, and you can also run it one-way, with nothing written back to HubSpot at all.