HubSpot
Vouchsafe’s integration makes it easy to connect identity verification workflows directly into HubSpot. Automate onboarding, reduce fraud risk, and keep KYC checks aligned with your CRM and marketing automation.
What is HubSpot?
HubSpot is a leading customer relationship management (CRM) and marketing automation platform, used by startups, scale-ups, and enterprises to manage contacts, track sales, and deliver personalised customer journeys.
Why connect HubSpot with Vouchsafe?
- Enrich contact records with verified identity data.
- Automate KYC during lead capture and onboarding.
- Trigger follow-up actions for high-risk users directly in HubSpot.
What can I do with a HubSpot integration?
Here are some example workflows:
| Trigger | Action |
|---|---|
| User Verified in Vouchsafe | Update a Contact record in HubSpot with verified status |
| User Needs Review in Vouchsafe | Create a Task in HubSpot for manual follow-up |
| New Contact created in HubSpot | Request Verification in Vouchsafe |
How to get started
You will need a Vouchsafe team and client secret.
Connect your accounts using our Zapier app.
Need more help? Start a chat below and we’ll help you get connected.