Introduction

Discover how AeroLeads, a robust prospect generation software, amplifies your sales process. Designed with the mission of transforming prospect generation by efficiently finding emails and phone numbers, AeroLeads propels businesses of all sizes, from SMBs to enterprises. By integrating with IdentityCheck, you can seamlessly layer in advanced ID verification capabilities, adding a new dimension of security and trust to your prospect engagements.

Why Connect IdentityCheck to AeroLeads

Integrating IdentityCheck with AeroLeads enhances your prospecting efforts by adding three key benefits:

• Streamlined KYC Process: Effortlessly perform identity checks in AeroLeads without leaving the platform, expediting your sales pipeline.
• Enhanced Data Security: IdentityCheck ensures that all identity verification data is securely handled, reducing the risk of compliance breaches.
• Optimized Operational Efficiency: Save time and resources by automating the verification process directly within AeroLeads.

A recent case study showcases how a tech startup transformed their shareholder voting process using IdentityCheck, emphasizing the versatility and impact of this powerhouse integration.

Setting Up the Integration

1. Log into your AeroLeads account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Authorize AeroLeads to access your existing IdentityCheck account.
4. Configure your verification preferences and data fields within AeroLeads.
5. Test the integration with a sample data set to ensure everything functions perfectly.

How It Works in AeroLeads

Once set up, the integration allows you to perform KYC checks directly within AeroLeads. For example, when you add a new prospect, AeroLeads will automatically prompt IdentityCheck to verify identity details, seamlessly incorporating the results into your workflow for informed decision-making and follow-up.

Frequently Asked Questions

• Where is my data stored? All verification data is stored securely with IdentityCheck, adhering to industry standards.
• Can I customize the integration? Yes, you can tailor the verification fields to suit your specific business requirements.
• What happens if an identity check is incomplete? You’ll be notified within AeroLeads, allowing you to manually intervene or follow up as needed.

Final Thoughts

The integration between AeroLeads and IdentityCheck streamlines your sales and identification processes with minimal effort. Empower your team to generate secure leads faster and maintain compliance with ease by bringing these powerful tools together.