Keap is a renowned customer relationship management (CRM) tool that assists businesses in managing customer interactions, automating marketing tasks, and streamlining sales processes. By integrating with IdentityCheck, Keap users can enhance their ID verification process, ensuring the authenticity and security of their customer base.

Possible Uses for Keap Users for ID Verification

Integrating IdentityCheck with Keap can streamline various processes, including:

• Verifying customer identities during new account creation to prevent fraud.
• Conducting background checks before finalizing transactions to ensure compliance.
• Automating the KYC (Know Your Customer) process for continuous identity verification.
• Improving trust and security with verified customer profiles.

Setting Up ID Verification with IdentityCheck and Keap

Follow these steps to integrate IdentityCheck with Keap through Zapier:

1. Create accounts on both IdentityCheck and Zapier.
2. Log in to your Zapier account and navigate to the 'Make a Zap' page.
3. Select Keap as the trigger app and configure the trigger event (e.g., new contact added).
4. Connect your Keap account to Zapier using your Keap API key and authenticate it.
5. Next, choose IdentityCheck as the action app and set the action event to 'Verify ID'.
6. Connect IdentityCheck to Zapier by entering your API key from IdentityCheck.
7. Map relevant Keap fields (e.g., customer name, address) to IdentityCheck to complete the setup.
8. Test the Zap to ensure everything functions correctly and turn it on once confirmed.

Using Keap for ID Verification

Once set up, here’s how you can use the integrated system to verify customer identities:

• When a new contact is added in Keap, Zapier automatically triggers IdentityCheck to verify the ID.
• You can view the verification status and details directly within Keap, ensuring all new records are valid and compliant.
• Set up automated notifications within Keap to alert your team of any discrepancies or verification failures, allowing for prompt follow-up.
• Leverage verified data to segment and target customers more effectively in your marketing campaigns.

Integrating IdentityCheck with Keap through Zapier enhances the security of your CRM data by incorporating seamless ID verification processes. This not only helps in maintaining up-to-date and accurate records but also fosters trust with your customer base.