Help Center

Install the App

To bridge the gap between HubSpot and our powerful verification tools, you'll need to install the RapidVerify integration. Just click the button below, and a prompt will guide you on selecting the HubSpot account for installation.

HubSpot UI

Review Permissions

Your data privacy is crucial. After picking your HubSpot account, we'll show you the permissions RapidVerify needs.

  • Contacts - Read/Write access to your contacts to be able to read the contact information and write back the verification results to a new contact field called verified.
  • Deals - Read access to trigger the automated verification when a contact/deal reaches your selected stage if you selected automatic verification.
  • Contact Schema - Write access to create a new field called verified and a dob field.

After ensuring everything looks right, click the Connect app button.

HubSpot UI

Seamless Integration Completion

When you click on Connect app, you'll be directed to RapidVerify. Here, our system will finalize the integration. You have two options here:

  • Manual Verification: Need to verify a specific contact? Simply select the contact and request either an income or identity verification straight from the panel in HubSpot.
  • Automatic Verification: Prefer automated workflows? You can set up RapidVerify to auto-trigger verifications based on pipeline stages. Just head over to the configuration page after installation, and define which pipeline stage you'd like to use as the trigger. Once set, RapidVerify will handle the verifications automatically every time a contact reaches the defined stage.

You'll know the process is complete once you spot the successfully installed message. Feel free to then close that window and hop back to HubSpot.

HubSpot UI

Once the app has been installed, you will see a new panel on the right-hand side that says Powered by RapidVerify. This is where you can request new income or identity verifications and view pending and completed verifications.

HubSpot UI

Contact Field Requirements for Verifications

Contact field requirements will vary depending upon the type of verification you select. Below is a breakdown of the requirements for each.

Income Verification

  • Full Name
  • Email Address

Identity Verification

Basic Identity Verification

  • Full Name
  • Address
  • Date of Birth
  • Email Address

Basic Identity Verification is only available by request. Please contact us and describe your use case so we can determine eligibility.

Enhanced Identity Verification

  • Full Name
  • Email Address

The requirements are less for Enhanced Identity Verification as the user will go through a verification workflow and this information will be gathered at that time.

For any hitches, queries, or feedback, we're here for you. Reach out at: support@rapidverify.io.