Salesforce
Vouchsafe’s integration makes it easy to connect your identity verification workflows directly into Salesforce. Automate account opening, loan origination, or member onboarding by keeping KYC data and case outcomes in sync with your CRM.
What is Salesforce?
Salesforce is the world’s leading customer relationship management (CRM) platform, used by financial institutions, startups, and credit unions to manage customer data, sales processes, and service interactions.
Why connect Salesforce with Vouchsafe?
- Keep customer records up to date with verified identity data.
- Automate KYC checks during account opening or loan origination.
- Reduce manual work for compliance and onboarding teams.
What can I do with a Salesforce integration?
Here are some examples to get you started:
| Triggers | Actions |
|---|---|
| Verification completed in Vouchsafe | Create or update a Contact in Salesforce |
| Verification flagged for review in Vouchsafe | Create a Task in Salesforce for review |
| Lead status changed in Salesforce | Start a verification flow in Vouchsafe |
How to get started
You will need a Vouchsafe team and client secret.
Our integration app guides you through setup and lets you choose the right triggers and actions without writing code.
Need more help? Start a chat below and we’ll help you get connected.