CallRail: A Brief Overview

CallRail is a call tracking and analytics platform that helps businesses to track phone calls, manage leads, and measure marketing performance. With CallRail, you can understand where your calls are coming from, what customers are saying, and how to optimize your marketing strategies.

Using CallRail for ID Checks with IdentityCheck

Integrating IdentityCheck with CallRail can provide an additional layer of security by enabling automatic ID verification during customer calls. Here are some potential uses:

• Improved Security: Verify the identity of callers to prevent fraud or unauthorized access.
• Enhanced Customer Experience: Streamline the verification process, making it less intrusive and more efficient.
• Compliance: Ensure your business complies with industry regulations by verifying caller identities.

Setting Up IdentityCheck with CallRail via Zapier

To set up IdentityCheck with CallRail using Zapier, follow these steps:

1. Create Accounts: Ensure you have active accounts on CallRail, IdentityCheck, and Zapier.
2. Access Zapier: Log in to your Zapier account and go to the dashboard.
3. Create a New Zap: Click on "Make a Zap" to start creating a new automation.
4. Select Trigger App: Choose CallRail as the trigger app and select the relevant trigger event, such as "New Call."
5. Connect CallRail: Authenticate your CallRail account by entering the necessary credentials.
6. Add Action App: Choose IdentityCheck as the action app and select "Verify ID" or the appropriate action.
7. Connect IdentityCheck: Authenticate your IdentityCheck account by providing the required details.
8. Match Data Fields: Map the data fields from CallRail to the corresponding fields in IdentityCheck to ensure proper data transfer.
9. Test the Zap: Run a test to make sure the integration is working correctly.
10. Activate the Zap: Once testing is successful, activate the Zap to start automating ID verification.

Using IdentityCheck with CallRail

Once you have set up the integration, using IdentityCheck with CallRail is straightforward:

1. Receive Call: When a customer call is logged in CallRail, it will trigger the ID verification process in IdentityCheck.
2. Automatic Verification: IdentityCheck will automatically verify the caller's identity based on the predefined criteria.
3. Receive Results: The results of the ID verification will be logged and can be viewed in both CallRail and IdentityCheck dashboards.

By integrating CallRail with IdentityCheck through Zapier, you can ensure a seamless and secure process for verifying caller identities, enhancing both security and user experience.