Agendor is a CRM (Customer Relationship Management) tool tailored for sales teams seeking to optimize their processes and secure higher conversion rates. It helps businesses manage leads, organize contacts, track opportunities, and build meaningful customer relationships.

Using IdentityCheck for ID Verification in Agendor

Integrating IdentityCheck with Agendor allows users to perform seamless ID verification processes directly within their CRM system. This ensures that all client information and potential leads undergo proper verification, creating a secure and trustworthy database. Here are some possible uses for users of Agendor:

• Lead Qualification: Quickly verify the identity of new leads to ensure authenticity and prevent fraudulent entries.
• Customer Onboarding: During the onboarding process, verify customer identities to comply with regulations and enhance security measures.
• Data Integrity: Maintaining up-to-date and accurate records by verifying client’s identity before entering them into your system.

Setting Up the Integration

To set up the integration between IdentityCheck and Agendor using Zapier, follow these steps:

1. Sign up or log in to your Zapier account.
2. In your Zapier dashboard, click on “Make a Zap”.
3. Search for Agendor and select it as your trigger app. Choose the desired trigger event, such as “New Contact” or “Updated Contact”.
4. Connect and authorize your Agendor account to on Zapier.
5. Search for IdentityCheck and select it as your action app. Choose the appropriate action event, for example, “Verify ID”.
6. Connect and authorize your IdentityCheck account on Zapier.
7. Map the necessary fields from Agendor to IdentityCheck to ensure proper data flow.
8. Test your Zap to confirm that everything is working correctly.
9. Once all tests pass, activate your Zap.

How to Use ID Verification with Agendor

After setting up the integration, here is how you can utilize ID verification within Agendor:

1. When a new contact is added or an existing contact is updated in Agendor, the integration will automatically trigger IdentityCheck.
2. IdentityCheck will perform the ID verification based on the defined criteria (e.g., name, address, identification number).
3. The verification status and any related data will be updated in Agendor, ensuring that you have a verified and secure contact record.
4. Use verified contact data for further actions within Agendor, such as sending proposals, scheduling follow-ups, or moving prospects along the sales funnel.

By integrating IdentityCheck and Agendor through Zapier, you enhance your sales process by incorporating reliable ID verification. This not only strengthens your relationship with clients but also safeguards your business against potential fraudulent activities.