Red Flag Alert — Credit Check/B2B Leads
v1.29 · 16 Mar 2025
Automatically enrich your HubSpot company records with live Red Flag Alert data, create and link contacts, and generate new leads — all without leaving HubSpot.
- Automated data enrichment of company records
- Create & link contacts to companies via email and website
- Customisable field mapping (switch fields on/off)
- Credit checks, insights and lead generation
- Portfolio Manager — monitor company risk with real-time alerts
Red Flag Alert — Digital IDV & AML
v1.01c · 10 May 2024
Make Anti-Money Laundering compliance easy. Run Digital ID Verification (IDV) and AML checks on your HubSpot contact records and attach the completed check reports.
- Digital ID Verification & AML checks on contact records
- Attach completed check reports to records
- Manual monitoring or automated via the scheduler
- GDPR-compliant, low-cost, audit-ready
Red Flag Alert — Portfolio Manager
Part of Credit Check/B2B Leads
Monitor company risk across your customer and prospect base and receive real-time alerts inside HubSpot, processed every hour, 24/7. Portfolio Manager is included with the Credit Check/B2B Leads app.
- Track insolvency risk, credit scores and CCJs
- Monitor company events (PEPs, gazette notices, filings)
- Auto-refresh Red Flag Alert data on associated company records
- Automatic HubSpot notes summarising relevant events
