Overview of Bmby CRM and IdentityCheck Integration

Bmby CRM is a robust customer relationship management tool tailored for real estate professionals. It streamlines communication, automates routine tasks, and helps manage client relationships effectively. By integrating Bmby with IdentityCheck through Zapier, users can automate ID verification processes, enhancing security and operational efficiency.

Benefits of ID Verification for Bmby Users

Integrating IdentityCheck with Bmby CRM brings multiple advantages for users requiring ID verification:

• Automated Security: Automate the ID verification process to ensure that client identities are authenticated without manual intervention.
• Streamlined Operations: Simplify the on-boarding process for new clients by verifying them instantly.
• Regulatory Compliance: Ensure adherence to compliance requirements by systematically verifying every client.

Setting Up IdentityCheck and Bmby CRM Integration

Here’s a step-by-step guide to set up the integration between IdentityCheck and Bmby CRM via Zapier:

1. Sign Up/Log In: Ensure you have active accounts on IdentityCheck, Bmby CRM, and Zapier. Sign up if you don’t have accounts.
2. Navigate to Zapier Integrations: Log in to your Zapier account and click on "Make a Zap".
3. Select Bmby CRM: In the “Trigger” app search bar, type in and select “Bmby CRM”. Then, choose the specific trigger event (e.g., New Lead).
4. Configure Trigger: Connect your Bmby CRM account to Zapier by following the authentication prompts, and set the specific trigger criteria.
5. Select IdentityCheck: In the "Action" app search bar, type in and select “IdentityCheck”. Then, choose the specific action event (e.g., Verify ID).
6. Configure Action: Connect your IdentityCheck account to Zapier and configure the necessary mapping fields (e.g., Client Name, ID Number) to match the data from Bmby CRM.
7. Test the Integration: Run a test to ensure that the integration works smoothly. Adjust any settings if needed.
8. Activate Zap: Once tested, activate your Zap to automate ID verification through IdentityCheck whenever the specified Bmby CRM trigger event occurs.

How to Use IdentityCheck with Bmby CRM

Once the integration is set up, here’s how you can use it to perform ID verification effortlessly:

• Receive New Lead Notification: When a new lead is added to Bmby CRM, the integration will trigger the ID verification process automatically.
• Automated ID Verification: IdentityCheck will process the verification request by cross-checking the provided details against its database instantly.
• Verification Results: The ID verification status (verified/not verified) will get updated in Bmby CRM, visible in the client’s profile for your action.
• Regulatory Records: All ID verification activities are logged, ensuring you have an audit trail for regulatory compliance and future reference.