Automated KYC checks in HubSpot
2 minute watch ยท Last updated 5 August 2026
Learn how to use Companies House LookUp to add basic company checks to your HubSpot onboarding process.
KYC checks are an important part of onboarding new clients. They help you understand who you are dealing with before work begins, including whether a company is active, how long it has been trading, and where it is registered.
In this video, we walk through a simple automated KYC process in HubSpot using Companies House LookUp. You will see how accurate UK company data from Companies House can be used in HubSpot workflows to support basic onboarding checks.
Use the video alongside the workflow actions guide if you want to build the same kind of process in your own HubSpot portal.