Choose your integration to find its setup and user guide. Each guide explains how to connect the accounts, configure screening and verify the integration.
HubSpot
Screen contacts and companies from their CRM records. Connect your workspace, choose screening profiles or cohorts, place the Checklynx AML card and configure automation for newly created records.
Need help?
Contact Checklynx if you need help connecting your business tools. For custom API integrations, use the developer documentation.
Sources
- Checklynx application: account connection and screening configuration.
- Checklynx developer documentation: custom API integrations.