Step-by-step guide
Here are some instructions to get you started with your first verification.
Preparation
These steps will create the appropriate fields you need inside Pipedrive.
If you prefer, you can request a verification directly in IdentityCheck here.
- Create an IdentityCheck account.
- Connect IdentityCheck with Pipedrive (you’ll need to be a Pipedrive Admin, if you’re not, invite your Pipedrive Admin to IdentityCheck here).
Once these are complete, proceed to request your first verification.
Step 1: Open a Pipedrive Contact
Choose a Pipedrive contact you can test KYC with – e.g. yourself and select “IdentityCheck” from the drop-down.
Step 2: Confirm the IdentityCheck trigger
Clicking “Trigger” will send an email to the contact requesting they complete their identity check.
Step 3: Branded email is sent to the Contact
You can add your company logo and preferred wording in the KYC email customization settings.
Step 4: Contact completes Identity Check
The Contact opens a guided web browser session to take a picture of their Government-issued ID and a selfie.
Step 5: Track results via the Pipedrive Notes field
You can also create automated Reminders for clients here, and internal Notifications here.
Step 6: Review detailed results
If you are an IdentityCheck user, you can log in to see the KYC result.
If you have AML screening such as Adverse Media, PEP, and Sanctions, you can review the result on the same page.
Streamline Your Sales Process with Pipedrive
Pipedrive is a powerful, user-friendly CRM and pipeline management tool designed to help sales teams manage intricate sales processes with ease. Its intuitive interface and customizable features make it an ideal solution for businesses looking to optimize their sales activities and boost productivity.
Key Features of Pipedrive:
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Pipedrive’s Integration Capabilities
Pipedrive stands out for its extensive integration capabilities, allowing businesses to connect their CRM system with a wide range of applications and tools. This flexibility ensures that Pipedrive can seamlessly fit into any business’s existing technology ecosystem.
- Expansive Marketplace: Pipedrive’s Marketplace features a vast selection of integrations across various categories, including marketing, finance, customer support, and productivity tools.
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With its powerful integration capabilities, Pipedrive not only enhances its core CRM functionalities but also enables businesses to create a more connected and automated sales ecosystem. Explore the possibilities at Pipedrive Marketplace.
Discover how Pipedrive can transform your sales strategy by visiting www.pipedrive.com.
