Chili Piper is a leading scheduling tool designed to enhance your meeting and appointment management efforts. It integrates seamlessly with your calendar and CRM, helping you convert more leads and book more meetings by automating the scheduling process.

Uses of IdentityCheck for Chili Piper Users

Integrating IdentityCheck with Chili Piper through Zapier provides robust ID verification solutions, enhancing trust and security within the scheduling process. Here are some possible uses:

• Automatically verify leads before scheduling meetings.
• Ensure authenticity of user information for compliance.
• Reduce the risk of fraudulent activity by verifying identity.
• Enhance user trust by ensuring secure interactions.

How to Set Up IdentityCheck with Chili Piper Through Zapier

1. Create Accounts: Ensure you have active accounts on IdentityCheck, Zapier, and Chili Piper.
2. Log into Zapier: Navigate to your Zapier dashboard and click ‘Create Zap.’
3. Select Trigger App: Choose Chili Piper as your trigger app and set the event (e.g., new scheduled meeting).
4. Add Action App: Select IdentityCheck as your action app and define the ID verification task.
5. Configure Fields: Map the necessary fields such as name, email, and other identifying information from Chili Piper to IdentityCheck.
6. Test the Setup: Perform a test to ensure the integration works smoothly.
7. Activate Zap: Once tested, activate your Zap to start automating ID verification.

How to Use ID Verification with Chili Piper

Once the setup is complete, using IdentityCheck for your ID verification needs within Chili Piper is straightforward:

• Automated Workflow: Each time a new meeting is scheduled in Chili Piper, IdentityCheck will automatically perform ID verification.
• Monitor Results: You can check the ID verification results within your IdentityCheck dashboard.
• Verification Status: Ensure only verified users are scheduled for meetings, enhancing the quality and security of your interactions.
• Notifications: Set up notifications within Zapier to alert you of verification status for immediate action.