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 then profile declaration

CRMs

Simple Email Trigger From CRM

Detected API Docs

API Overview

Terminology

Detected Initiating

External System Initiating

KYB Onboarding

Trigger KYC flow

Trigger KYC flow in a customer journey

Trigger IDV based on risk

Standalone KYC Onboarding

Process a document via API

Standalone Document Processing

Reference Flows & Examples

Authentication

Error Handling

Rate Limiting

Pagination

Alerts

Audit Logs

Brands

Checklists

Documents

Forms

Onboarding

Representatives

Portal Configurations

Profiles

Analysis

Search

Users

Download OpenAPI file

Trigger a KYB journey with redirect

Create a profile via API

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

API Examples

REST APIs

Webhook Overview

Webhook Setup

Webhook Common Questions

Profile Webhook

Document Processing Webhook

Webhook Specifications

Webhooks