Privyr is a powerful sales and marketing tool designed to help businesses manage leads from various popular sources like Facebook, Google, and LinkedIn. By connecting Privyr with tools that enhance its functionality, businesses can streamline their workflows and improve lead management capabilities significantly.

Why Use ID Verification with Privyr?

Integrating IdentityCheck with Privyr offers numerous benefits for businesses requiring robust ID verification processes. Whether you need to verify the identity of new leads or ensure the legitimacy of client data, IdentityCheck can automate and simplify these tasks.

• Enhanced Security: Ensure only genuine leads are pursued, enhancing customer trust and reducing the risk of fraud.
• Regulatory Compliance: Stay compliant with industry-specific regulations that mandate ID verification.
• Improved Lead Quality: Verify the authenticity of leads, increasing the chances of successful sales conversions.

Setting Up IdentityCheck with Privyr on Zapier

Follow these steps to integrate IdentityCheck with Privyr:

1. Sign in to your Zapier account. If you don’t have one, you will need to create it.
2. Click on “Make a Zap” to start creating a new Zap.
3. Choose Privyr as the trigger app and select the appropriate trigger event, such as “New Lead.” Connect your Privyr account to Zapier by following the prompted steps.
4. Next, choose IdentityCheck as the action app and select your desired action, such as “Verify ID.” Connect your IdentityCheck account to Zapier.
5. Map the necessary fields from Privyr to IdentityCheck to ensure the data flow correctly between the systems.
6. Test the integration to verify everything is functioning as expected.
7. Once verified, turn on your Zap. Your integration is now active, and ID verification will occur automatically for new leads from Privyr.

Using IdentityCheck for ID Verification in Privyr

Once the integration is set up, using IdentityCheck within Privyr for ongoing ID verification processes is straightforward:

• Automated Verification: Whenever a new lead is added to Privyr, IdentityCheck will trigger automatically to verify the ID, adding a verified status to the lead profile.
• Manual Verification: For leads that require immediate verification, you can initiate the verification manually within Privyr, and the data will be sent to IdentityCheck for processing.
• Verification Status: Easily view the verification status within Privyr to quickly identify and proceed with verified leads while flagging or reviewing unverified ones.

Integrating IdentityCheck with Privyr not only secures your customer acquisition process but also fosters a more efficient and trustworthy interaction with potential leads. This integration is perfect for businesses that value security, compliance, and efficient lead management.