Skip to content

Update CRM person record with KYC verification result and score

Your KYC results arrive disconnected from client records, delaying approvals and transactions. They are logged to the person record and alerts sent so you can retry sessions same day.

Update CRM person record with KYC verification result and score

Workflow preview:

Zap details:

Overview

Incoming verification decisions no longer sit in vendor logs—now they update the CRM person so compliance and operations see verification status instantly. That reduces manual checks and lets you reissue sessions or clear clients the same day.

Update CRM person record with KYC verification result and score