Overview
Indian B2B deals often require valid GSTIN and PAN before invoicing or high-ticket quotes. Automated verification reduces fraud and manual finance back-and-forth.
What data is involved
- Verification status and timestamps on company records.
- Normalized legal name matches government records when APIs return them.
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
- Store verification evidence in CRM notes for audits.
- Re-verify on material address or entity changes.
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
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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