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Walkthrough: verify a contact from HubSpot

How the StackGo and HubSpot integration verifies a client's identity, step by step: set KYC Command or AML Command to Start on the contact; on the client’s phone, in a few minutes; the result lands on the HubSpot contact; the result and the full report in StackGo.
  1. 0:00Start the check in HubSpot
  2. 0:15The client verifies on their phone
  3. 0:35The result comes back

How a client ID check works with HubSpot

  1. Set KYC Command or AML Command to Start on the contactSet KYC Command to Start for a KYC check, or AML Command for an AML check. There is nothing else to build in HubSpot.
  2. On the client’s phone, in a few minutesEverything happens on the client’s own phone, from the email StackGo sends. For an AML check, your compliance form usually comes first.
  3. The result lands on the HubSpot contactThe result lands on the contact your team already works in, with a note on the timeline.
  4. The result and the full report in StackGoThe report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.

Setup, the fields written back and common questions are on the HubSpot integration page.

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