Here are some instructions to get you started with your first verification.
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
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.
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