circle-info
Explore our all new
eID Verification servicechevron-right
search
Book a demoHelp CenterLaunch Portal

salesforceSalesforce

Connect ComplyCube with Salesforce to sync verification data and automate onboarding right inside your CRM.

hashtag
Overview

Our Salesforce integration lets you bring KYC and AML results, documents, and session status into your Salesforce org so teams can review outcomes, trigger follow-ups, and report on compliance in one place.

It’s designed to work with both workflow-orchestrated journeys and check-driven events, supporting real-time updates via webhooks.

hashtag
Requirements

  • Salesforce Enterprise (or higher) recommended.

  • Admin access to install the managed package and create connected apps.

  • ComplyCube webhooks enabled for real-time updates.

  • Field mappings for your Lead/Contact/Account (or custom objects).

hashtag
Availability

The detailed setup guide and managed package are currently available by invitation. Please contact your Account Manager to request access and onboarding support.