Overview
In Indian B2B, the GSTIN on the invoice and the PAN behind the account are identity — and unverified identity is how businesses end up with input-credit disputes, undeliverable invoices, and customers who turn out not to exist. This integration verifies GSTIN and PAN details from inside HelloGrowthCRM: enter the number on a lead or account, and the verification result — registered name, status, state — lands on the record in seconds.
Embedding verification in the pipeline changes when it happens, which is the point. Checked at qualification, a GSTIN mismatch is a two-minute conversation ("is this the entity we should bill?"); discovered at invoicing, it's a stalled payment and a correction cycle. Sales teams selling to businesses, marketplaces onboarding sellers, and lenders qualifying borrowers all use the same pattern: verify early, store the proof, invoice clean.
What data is involved
- GSTIN verification returning registered legal name, trade name, status, and state on the record.
- PAN verification confirming name match against the number provided.
- Verification status and timestamp stored on the lead or account for audit.
- Mismatch flags routed to a review task before deals advance.
- Verified legal names available to invoicing and accounting integrations downstream.
- Bulk verification supported for imported lead lists.
Step-by-step setup
Setup at a glance (3-5 bullets)
- Settings → Integrations → India KYC.
- Add government or vendor API credentials as required.
- Map verification status fields on company and contact records.
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Settings → Integrations → India KYC.
- Add government or vendor API credentials as required.
- Map verification status fields on company and contact records.
Best practices
- Verify at qualification, not at invoicing — early mismatches are conversations, late ones are payment delays.
- Bill against the registered legal name, not the brand name on the visiting card; the verification result gives you the exact string.
- Re-verify long-dormant accounts before big invoices — GST registrations get cancelled and statuses change.
- Bulk-verify purchased or imported lead lists on arrival; invalid GSTINs are also a lead-quality signal about the list source.
- Store the verification timestamp on the record — 'verified, when, against what' is what an audit actually asks.
Best for & common use cases
Finance and legal teams that must prove business identity for B2B India sales.
- Block invoice generation until GSTIN validates.
Expected outcomes
- Faster lead handoff between tools and CRM owners
- Cleaner activity history for follow-up and reporting
- Lower manual copy-paste errors in the pipeline
Troubleshooting
- Name mismatch flagged: the customer gave a brand name, not the registered entity — confirm which entity should be billed; this is the integration working as intended.
- GSTIN shows cancelled: the registration lapsed — pause invoicing and confirm the customer's current GSTIN before proceeding.
- Bulk job partially failed: malformed numbers in the import — the error report lists them; fix formats and re-run the failures.
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.
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