Integration type
Helpdesk
What we solve
HubSpot teams need an automated way to verify customer identity and reduce fraud during lead capture and deal progression without forcing sales/ops to leave the CRM or run manual checks. This integration embeds 1Kosmos IDV and LiveID enrollment directly into HubSpot via an OAuth app, webhooks, and CRM cards/workflow actions—triggering verification from contact/deal events, writing status (IAL, match confidence, etc.) back to contact properties, and enabling pipeline gates and workflow branching based on verification results.
Attribute | Detail |
|---|---|
Market share | ~4-6% global, 228K+ paying customers, fastest-growing major CRM |
Marketplace | HubSpot App Marketplace |
Integration complexity | Low-Medium (OAuth app + webhooks + custom CRM cards) |
Est. build time | 4-6 weeks |
Primary use cases | Customer onboarding for fintech/SaaS, KYC during deal progression, fraud prevention in marketplace businesses |
Technical integration architecture
HubSpot integration uses the public app framework with OAuth 2.0 authentication. The app registers webhook subscriptions for contact.creation and deal.propertyChange events. When a contact is created or a deal reaches a configured stage, the app's backend calls the 1Kosmos session API and stores the session reference as a custom property on the contact object.
A Custom CRM Card displays IDV status, LiveID enrollment state, and IAL level directly on contact records. The card includes an action button that operators can click to manually initiate verification. Results flow back via the 1Kosmos webhook to the app backend, which updates HubSpot contact properties via the CRM API (PATCH /crm/v3/objects/contacts/{id}).
For automated workflows, a custom workflow action (registered via the Automation API) allows HubSpot users to add "Trigger 1Kosmos Verification" as a step in any workflow. The action accepts configurable inputs (proofing level, document types, callback behavior) and outputs verification status for use in subsequent workflow branches.
HubSpot-specific API interactions
HubSpot custom contact properties
Property | Type | Group | Description |
|---|---|---|---|
idv_status | Enumeration | Identity Verification | pending, verified, failed, expired |
idv_ial_level | Enumeration | Identity Verification | IAL1, IAL2 |
idv_liveid_enrolled | Enumeration | Identity Verification | true, false |
idv_credential_did | String | Identity Verification | W3C DID reference |
idv_verified_date | Date | Identity Verification | Date of verification |
idv_match_confidence | Number | Identity Verification | Biometric match score |
idv_document_type | Enumeration | Identity Verification | drivers_license, passport, national_id |
idv_last_stepup_date | Date | Identity Verification | Most recent step-up auth |
Workflow insertion points
Contact creation workflows: Auto-trigger IDV on form submission or import
Deal pipeline gates: Require verification before deals advance past qualification stage
Custom workflow actions: Drag-and-drop IDV step available in the workflow builder
Marketing email suppression: Exclude unverified contacts from campaigns to protect sender reputation
Custom CRM Cards: Real-time IDV status panel on every contact record
