The Zoho CRM integration automates 1Kosmos IDV and LiveID inside Zoho lead, contact, and deal workflows. It helps teams update records with assurance results and gate high-value stage changes until identity is confirmed.
Integration type
CRM
What we solve
Zoho CRM teams need a lightweight way to verify customer identities and enforce biometric step-up at key pipeline moments without manual checks or leaving Zoho. This integration automates 1Kosmos IDV and LiveID inside Zoho using Deluge workflow rules, custom modules/widgets, and webhooks—triggering verification on lead/contact events, updating Zoho records with status/IAL results, and gating high-value deal stage transitions (e.g., Closed Won) until LiveID confirmation is completed.
Attribute | Detail |
|---|---|
Market share | ~3-4% global, 185K+ customers, dominant in SMB/price-sensitive markets |
Marketplace | Zoho Marketplace |
Integration complexity | Low (Zoho Deluge scripting + webhooks + custom modules) |
Est. build time | 3-4 weeks |
Primary use cases | SMB customer onboarding, APAC market KYC, contact verification for sales teams |
Technical integration architecture
Zoho integration uses a Zoho Marketplace extension built with Zoho's Widget SDK and Deluge scripting. The extension creates a custom module (BlockID Verifications) linked to Contacts and Leads via lookup fields. A Deluge function triggered by workflow rules calls the 1Kosmos REST API to create verification sessions.
Zoho's webhook capability receives 1Kosmos callback events and routes them to a Deluge function that updates the verification record and contact properties. A custom widget on the Contact detail page provides the IDV status dashboard. Zoho Flow (their integration platform) can also orchestrate multi-step processes, triggering IDV as part of larger automation chains.
For step-up auth, a Blueprint transition rule in the deal pipeline requires LiveID verification before advancing to "Closed Won" on deals exceeding a configurable value. The transition calls the LiveID API and blocks progression until biometric confirmation is received.
Zoho-specific Deluge function
Workflow insertion points
Workflow Rules: Trigger IDV on lead/contact creation or field update
Blueprints: Gate deal transitions behind LiveID biometric step-up
Zoho Flow: Orchestrate IDV as part of cross-application automation
Custom Buttons: Manual IDV trigger on record pages
Zoho Creator: Build custom IDV portals using Creator forms with API integration
