Detected integrates very easily with all CRMs, there are multiple options but the 2 which are the most common / best practice:

This flow triggers an email notification to a customer from a lead/account/opportunity from the CRM and ensures the right references are set to link the Detected profile to the record in the CRM.

This flow has the CRM create the profile via APIs and then trigger the required onboarding to the user, it also ensures the right references are set to link the Detected profile to the record in the CRM.

 - This flow has the CRM create the profile via APIs, compliance then complete a review of the profile, assign and configuration and trigger the notification to the user to complete the required onboarding steps.

Trigger KYC flow from web portal

CRMs

Simple Email Trigger From CRM

Detected API Docs

API Overview

Internally Led

Customer Led

Internal / customer collaboration

Detected Initiating

Using a bespoke weblink

Portals / Web Apps

External System Initiating

Reference Process Flows

Terminology

Trigger a KYB journey with redirect

Trigger a KYC journey with redirect

Without search

With search & user decisioning

With search & automated decisioning

Create a profile via API

UX Flow - With Search

UX Flow - No Search

Create an onboarding flow via API

Extract information from a profile after compliance decision

Assign a new form to an existing onboarding configuration

Update a profiles onboarding config

Process a document via API

API Integration Guides

Authentication

Error Handling

Rate Limiting

Pagination

Alerts

Audit Logs

Checklists

Documents

Forms

Representatives

Portal Configurations

Profiles

Analysis

Search

Users

Download OpenAPI file

Detected API

REST APIs

Webhook Overview

Verify Webhook Lifecycle

Verify Webhook

Profile Statuses

Profile Webhook Lifecycle

Profile Webhook

Document Processing Lifecycle

Document Processing Webhook

Webhooks

Salesforce App Docs

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