Capsule CRM is a customer relationship management platform designed to help businesses manage their customer interactions, sales pipelines, and collaborate with their team more effectively. Capsule CRM is highly popular among businesses due to its simplicity, effectiveness, and flexibility.

Uses for ID Verification in Capsule CRM

Integrating IdentityCheck with Capsule CRM through Zapier opens up numerous possibilities for businesses looking to streamline their ID verification processes. Here are some possible uses:

• Onboarding New Clients – Quickly verify the identity of new clients added to Capsule CRM to ensure compliance and reduce fraud.
• Updating Client Information – Periodically verify the identity of existing clients to keep their information up-to-date and accurate.
• Streamlining Operations – Automate ID verification steps when certain conditions are met within Capsule CRM, saving time and reducing manual effort.

Setting Up the Integration

Follow these simple steps to set up IdentityCheck with Capsule CRM using Zapier:

1. Create Accounts: Ensure you have accounts set up with IdentityCheck, Capsule CRM, and Zapier.
2. Connect Zapier to Capsule CRM and IdentityCheck:
   • Log in to your Zapier account.
   • Click on “My Apps” in the left sidebar.
   • Search for Capsule CRM and connect your Capsule CRM account by entering the necessary credentials.
   • Similarly, search for IdentityCheck and connect your IdentityCheck account.
3. Create a Zap:
   • Click on the “Make a Zap” button in Zapier.
   • Choose Capsule CRM as the trigger app.
   • Select a trigger event, such as “New Party”, to kick off the ID verification process.
   • Set up the trigger by following the on-screen instructions and testing it to ensure it works.
4. Set Up the Action:
   • Choose IdentityCheck as the action app.
   • Select the appropriate action event, like “Verify ID”.
   • Map the fields from Capsule CRM to IdentityCheck that are necessary for verification.
   • Test the action step and ensure it completes as expected.
5. Turn on Your Zap: Once you’ve tested everything, turn on your Zap to start the automated ID verification process.

How to Use ID Verification in Capsule CRM

With the integration set up, using ID verification in Capsule CRM becomes seamless. Here’s how you can use this setup:

1. Add a New Client or Update Information: When you add a new client or update information for an existing client in Capsule CRM, your set trigger will activate.
2. Automated ID Check: The information will be sent to IdentityCheck automatically through Zapier, initiating the ID verification process.
3. Receive Results: Once IdentityCheck completes the verification, the results can be updated back into Capsule CRM or sent to your team for review.
4. Review and Act: Based on the verification results, take necessary actions such as approving the client’s account, requesting additional information, or flagging suspicious activity.

Integrating Capsule CRM with IdentityCheck through Zapier simplifies and automates the ID verification process, enhancing data accuracy and security for your business.