Pipedrive + StackGo

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

Pipedrive 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

What Pipedrive is

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Description supplied by Pipedrive.

The trigger

What starts a check from Pipedrive

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

New Deal
New Lead

The write-back

What StackGo puts back on the record

Named fields on the Pipedrive 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 Pipedrive start a check and write nothing back — the result stays in StackGo, behind your login, and Pipedrive 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 Pipedrive

Add Label to Person
Add Discount to Deal
Add Product to Deal
Create Deal

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

Everything else Pipedrive publishes

Pipedrive’s public integration surface

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

14 more events

[DEPRECATING JULY 31 2026] New Activity
Activity Filter Dynamic Dropdown
[DEPRECATING JULY 31 2026] Activity Matching Filter
Activity Matching Filter
Activity Priority Dynamic Dropdown
Activity Type Dynamic Dropdown
New Activity
Currency Dynamic Dropdown
[DEPRECATING JULY 31 2026] New Deal (Legacy)
Deal Fields Dynamic Dropdown
Deal Filter Dynamic Dropdown
[DEPRECATING JULY 31 2026] Deal Matching Filter
Deal Matching Filter
Lead Channel Dynamic Dropdown

12 more actions

[DEPRECATING JULY 31 2026] Add Label to Person
[DEPRECATING JULY 31 2026] Add Product to Deal
Add Product Variation
[DEPRECATING JULY 31 2026] Create Activity
Create Activity
[DEPRECATING JULY 31 2026] Create Deal
Attach File
Add Follower
Create Lead
Create Note
[DEPRECATING JULY 31 2026] Create Organization
Create Organization

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

Setting it up

A native connector, set up once

Kick off checks from a pipeline stage; results on the person.

Open a Pipedrive Contact
Choose a Pipedrive contact you can test KYC with – e.g. yourself and select “IdentityCheck” from the drop-down.
Confirm the IdentityCheck trigger
Clicking “Trigger” will send an email to the contact requesting they complete their identity check.
Branded email is sent to the Contact
You can add your company logo and preferred wording in the KYC email customization settings.
Contact completes Identity Check
The Contact opens a guided web browser session to take a picture of their Government-issued ID and a selfie.
Track results via the Pipedrive Notes field
You can also create automated Reminders for clients here, and internal Notifications here.
Review detailed results
If you are an IdentityCheck user, you can log in to see the KYC result.

Questions

Common questions about Pipedrive

How can I connect my Gmail account to Pipedrive?

StackGo connects to Pipedrive through Zapier, and a check can start from an event like “New Deal”. The result comes back on the record you already work in.

Which Pipedrive events can start a compliance check?

“New Deal”, “New Lead”. These are Pipedrive’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 Pipedrive?

Through Pipedrive’s own write operations: “Add Label to Person”, “Add Discount to Deal”, “Add Product to Deal”, “Create Deal”. You choose which fields are written, and you can also run it one-way, with nothing written back to Pipedrive at all.