CRM

Salesforce + StackGo

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

Salesforce publishes 1 trigger event and 16 actions on its public Zapier listing. StackGo uses them today.

CRM System of record Via Zapier

Also listed under Marketing

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What Salesforce is

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Description supplied by Salesforce.

The trigger

What starts a check from Salesforce

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

Event	What StackGo does	What comes back
A deal or opportunity is won	Starts intake and runs identity	Status on the contact
A contact is created	Sends a branded verification request	Verification status
Contact details change	Re-screens against sanctions and PEP lists	Updated status, alert if changed

The write-back

What StackGo puts back on the record

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

Add File to Record
Add Contact to Campaign
Create Contact
Create Record

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

Everything else Salesforce publishes

Salesforce’s public integration surface

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

1 event

Closed Opportunity (Legacy)

12 more actions

Add Lead to Campaign
Call Apex REST
Convert Lead to Contact
Create Attachment
Create Attachment (Legacy)
Create Child Records (with line item support)
Create Enhanced Note
Create File
Create Lead
Create Note
Create Record (UTC)
Delete Record

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

Setting it up

Connected through Zapier

Trigger from an Opportunity or Account; results back on the record.

Connect StackGo to Salesforce through Zapier.
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 Salesforce

What is Salesforce integration?

StackGo connects to Salesforce through Zapier. The result comes back on the record you already work in.

How would a check result show up in Salesforce?

Through Salesforce’s own write operations: “Add File to Record”, “Add Contact to Campaign”, “Create Contact”, “Create Record”. You choose which fields are written, and you can also run it one-way, with nothing written back to Salesforce at all.