Boosting Efficiency with Act!

Act! is a comprehensive customer relationship management (CRM) software that simplifies customer data organization, enhances sales activities, and enables efficient customer communication. It offers robust tools for contact management, marketing automation, and sales pipeline insights, making it an essential tool for businesses aiming to streamline their customer relations and drive growth.

Leverage Act! for Seamless ID Verification

Integrating IdentityCheck with Act! can transform how you handle ID verification processes. Here are a few key uses:

• Onboarding New Clients: Easily verify the identity of new customers during the onboarding process.
• Compliance Checks: Ensure compliance with industry regulations by verifying the ID of clients at necessary touchpoints.
• Streamlined Background Checks: Conduct thorough background checks and store verified documentation directly within Act!.
• Fraud Prevention: Reduce instances of identity fraud by verifying the authenticity of customer details.

How to Set Up IdentityCheck Integration with Act!

Setting up IdentityCheck integration with Act! via Zapier is straightforward. Follow these steps:

1. Sign Up: Ensure you are signed up on both IdentityCheck and Zapier. If you have not registered, create accounts on both platforms.
2. Create a Zap: Log in to Zapier, navigate to 'Make a Zap' and select Act! as your trigger app.
3. Choose a Trigger Event: Define a trigger event in Act!, such as 'New Record' or 'Updated Record'.
4. Set Up Trigger: Connect your Act! account to Zapier and configure the trigger settings to specify how often and under what conditions the integration should run.
5. Choose an Action App: Select IdentityCheck as the action app and specify the corresponding action, such as 'Verify ID'.
6. Configure Action: Connect your IdentityCheck account to Zapier and configure the action settings to match your ID verification needs.
7. Test and Activate: Test the integration to ensure it's functioning correctly and activate your zap once satisfied.

Using IdentityCheck with Act!

Once the integration is set up, using IdentityCheck with Act! becomes seamless. Here’s how to utilize it effectively:

1. Access Customer Records: Navigate to a customer record in Act! that you want to verify.
2. Trigger ID Verification: Based on the configured triggers, ID verification will automatically initiate using IdentityCheck.
3. Review Results: Check the verification results directly in Act!, which will be updated per the Zapier integration.
4. Store Verifications: Store and manage verified documentation within Act! for future reference and compliance purposes.
5. Automate Actions: Use the results to automate subsequent actions within Act!, such as sending verification confirmation emails or updating record statuses.