What This Automation Does
This automation updates an existing deal in your CRM whenever an investor’s KYC (Know Your Customer) status changes in InvestNext. It helps ensure your CRM reflects the latest compliance progress without requiring manual updates.
By syncing KYC updates to your CRM, your team can monitor investor verification status alongside deal activity and maintain accurate records across systems.
When You Should Use This
Use this automation if you:
Manage investor onboarding and compliance through InvestNext
Track investor progress or deal activity in a CRM such as HubSpot
Want your CRM to reflect the latest investor KYC status automatically
Need better visibility into investor verification progress within your CRM
What You’ll Need Before You Start
Before setting up this automation, make sure you have:
An active InvestNext account
A Zapier account
A connected CRM account (such as HubSpot)
CRM deals that correspond to InvestNext opportunities
A field in your CRM that stores the InvestNext Opportunity ID used to match records
How the Automation Works
At a high level, this automation follows three steps:
An investor’s KYC status is updated in InvestNext
Zapier detects the KYC update
The corresponding deal in your CRM is located and updated
This ensures your CRM reflects the latest investor compliance status associated with each opportunity.
Step-by-Step Setup Instructions
Step 1: Create a New Zap in Zapier
Log in to Zapier and click Create Zap to start building the automation.
Step 2: Configure the InvestNext Trigger
Select InvestNext 4.0 as the trigger app
Choose KYC Update as the trigger event
Connect your InvestNext account if prompted
Test the trigger to retrieve a sample KYC update
Testing the trigger allows Zapier to pull example data used for field mapping later.
Output Data
Below is an example of the data output from a KYC Update. The Opportunity ID will be used as the unique identifier for updating respective stages in your deal pipeline.
Status will be one of three possible values:
Created
Accepted
Denied
Step 3: Add a Filter for Accepted KYC's
In this step, a Filter by Zapier is added before proceeding to the additional steps in the automation. I'm filtering for Accepted KYC's.
Step 4: Find the Matching CRM Deal
Select your CRM (for example, HubSpot) as the action app
Choose Find Deal as the action event
Configure the search to locate the deal using the InvestNext Opportunity ID
This step ensures the correct deal is identified before applying updates.
Step 5: Update the CRM Deal with KYC Information
Add another action step in Zapier
Select your CRM again as the action app
Choose Update Deal as the action event
Update the Deal Stage to KYC Complete
Step 6: Test and Turn On the Zap
Run a test to update a sample deal in your CRM
Confirm the updated KYC information appears correctly
Turn the Zap On once everything looks correct
After activation, KYC updates in InvestNext will automatically sync to the corresponding CRM deal.
Common Issues & Troubleshooting
Deals are not being updated
Confirm the Zap is turned on
Verify the CRM deal contains the correct InvestNext Opportunity ID
Review Zapier run history for errors
KYC fields are not updating correctly
Confirm the correct KYC fields are mapped during setup
Re-test the Zap using a recent KYC update from InvestNext
Notes & Limitations
The CRM deal must contain the InvestNext Opportunity ID to match records correctly
Zap processing time may vary slightly depending on your Zapier plan