Introduction

Welcome to the seamless integration of IdentityCheck with Scan2Lead, a leading solution for capturing leads efficiently at trade shows and congresses. With its tagline “Capture, Connect, Change,” Scan2Lead focuses on simplifying the lead acquisition process with features like seamless data capture, real-time synchronization, and personalized follow-up capabilities. By integrating IdentityCheck’s powerful ID verification tools, you can enhance your lead collection strategy by ensuring that each contact is accurately verified, enhancing data quality and reducing follow-up complications.

Why Connect IdentityCheck to Scan2Lead

Integrating IdentityCheck with Scan2Lead delivers powerful benefits. Firstly, it enriches the lead data by seamlessly layering identity checks onto the lead capture, ensuring precise and verified contact information. This integration minimizes errors and delivers high-quality leads, saving your sales team valuable time. Additionally, by implementing a reliable KYC check, businesses can enhance trust and credibility during client engagements. As demonstrated in the intriguing case study with Guardian Tax Solutions, integrating IdentityCheck significantly reduced their onboarding time by 90%, underscoring the efficacy of such integrations.

Setting Up the Integration

1. Log into your Scan2Lead account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Authorize the connection by entering your IdentityCheck API credentials.
4. Configure the settings to determine when and how the identity verification should occur.
5. Define specific fields and data points required for each identity check.
6. Save your settings and run a test to ensure seamless operation.

How It Works in Scan2Lead

Once set up within Scan2Lead, the integration enables you to instantly perform ID verification as you capture leads at events. For example, if a potential client provides their contact information, the system initiates a real-time identity check to authenticate details. This results in clean, verified data ready for swift follow-up, thus enhancing lead engagement.

Frequently Asked Questions

• Where is the data stored after verification? All data is securely stored in accordance with GDPR guidelines on Scan2Lead’s cloud-based platform.
• Can the integration be customized? Yes, you can tailor the integration to match specific field requirements and workflow conditions.
• What happens if the check is incomplete? If an identity verification is incomplete, the system will flag the record for manual follow-up, ensuring no lead is left unchecked.

Final Thoughts

By integrating IdentityCheck with Scan2Lead, businesses can maximize lead quality and engagement efficiency at trade shows and congresses. Engage clients confidently with verified information at your fingertips, creating a solid foundation for effective business follow-ups.