What is Bigin by Zoho CRM?

Bigin by Zoho CRM is a customer relationship management tool designed to help small businesses streamline their sales processes and manage customer interactions effectively. With its user-friendly interface and powerful features, Bigin allows businesses to track deals, manage contacts, automate tasks, and gain insights into their sales performance.

Using ID Checks for Bigin by Zoho CRM

For businesses that require ID verification as part of their workflow, integrating IdentityCheck with Bigin can be a game-changer. This integration facilitates seamless ID verification directly within your CRM, ensuring that customer data is authentic and reducing the risk of fraud.

• Customer Onboarding: Verify the identities of new customers during the onboarding process.
• Age Verification: Confirm the age of your clients, especially if your services have age restrictions.
• Compliance: Ensure compliance with legal requirements for identity verification in regulated industries.

How to Set Up IdentityCheck and Bigin Integration

Setting up the integration between IdentityCheck and Bigin by Zoho CRM is straightforward. Follow these steps to begin:

1. Navigate to the IdentityCheck page on Zapier.
2. Click on the Connect button to start integrating IdentityCheck with Zapier.
3. Log in to your Zapier account. If you do not have an account, you will need to create one.
4. Search for and select Bigin by Zoho CRM from the list of apps to connect.
5. Follow the prompts to authorize Zapier to access your Bigin account. This usually requires logging in to your Bigin account and granting necessary permissions.
6. Choose the trigger event in Bigin, such as a new deal or a new contact.
7. Select the corresponding action for IdentityCheck, such as initiating an ID verification process.
8. Map the required fields between Bigin and IdentityCheck to ensure data flows correctly.
9. Test the integration to make sure it works as expected. If everything looks good, turn on your Zap.

How to Use IdentityCheck with Bigin by Zoho CRM

Once the integration setup is complete, you can start leveraging ID verification seamlessly in your CRM workflows.

• Initiate ID Verification: When a new contact is added in Bigin, an automatic ID verification request can be sent through IdentityCheck. This helps in validating the contact’s identity from the get-go.
• Track Verification Status: Keep an eye on the ID verification status within your Bigin account. Any updates from IdentityCheck will be reflected in your CRM, ensuring you always have the latest information.
• Automate Workflows: Use Zapier to create automated workflows that trigger specific actions based on the results of the ID verification. For instance, automatically sending a welcome email to verified users or flagging unverified contacts for further review.

Integrating IdentityCheck with Bigin by Zoho CRM enhances your CRM’s capabilities by incorporating essential ID verification processes, thus ensuring a secure and trustworthy customer database.