3C Connect offers a comprehensive CRM solution designed to master client management and streamline technician dispatching. With its powerful features aimed at enhancing operational efficiency, 3C Connect declares, “Transform your interactions, enhance your dispatch, and empower your workforce.” By integrating IdentityCheck, users can add robust ID verification capabilities, ensuring safe and compliant client onboarding.
KYC Integration Finder
3C Connect
3C Connect is a CRM for managing clients and dispatching technicians
- CRM (Customer Relationship Management)
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- Integration status: Active
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- Integration type: Zapier
How IdentityCheck works with 3C Connect
Seamlessly Integrate IdentityCheck with 3C Connect
Why Connect IdentityCheck to 3C Connect?
Integrating IdentityCheck with 3C Connect offers multiple benefits:
- Enhanced Compliance and Security: Ensure every client meets KYC check requirements through seamless identity verification.
- Efficient Client Onboarding: Save valuable time by automating the identity check process directly within 3C Connect.
- Improved Client Trust: Authenticate clients with ease, bolstering confidence in your service.
Wardle Partners, a firm specializing in accounting and bookkeeping, experienced significant benefits with IdentityCheck, achieving a 5-10x ROI while saving 30 minutes per client. Learn more in our full case study.
Setting Up the Integration
- Log in to your 3C Connect account.
- Navigate to the integration settings tab.
- Select IdentityCheck from the list of available integrations.
- Enter your IdentityCheck API credentials.
- Configure your preferences and save the changes.
- Test the integration by conducting a sample ID verification.
How It Works in 3C Connect
Once set up, the integration allows CRM users to trigger an identity verification during client onboarding. For example, when a new client record is created, a KYC check can be initiated with a single click. The results seamlessly feed back into the client profile, ensuring a secure, verified process.
Frequently Asked Questions
- Where is data stored? Data is securely stored in compliance with GDPR and other data protection regulations.
- Can I customize the verification process? Yes, IdentityCheck allows tailoring of the verification steps to suit your specific needs.
- What if a check is incomplete? You will receive notifications to take necessary follow-up actions, ensuring no client is left unchecked.
About 3C Connect
3C Connect is a CRM for managing clients and dispatching technicians
