About CINC
CINC (Commissions Inc.) is a leading real estate CRM and marketing platform designed to support real estate professionals in managing their clients and leads efficiently. It offers features for lead generation, client management, marketing automation, and detailed analytics, providing seamless interaction and user engagement.
Why Integrate IdentityCheck with CINC?
Integrating IdentityCheck with CINC enables real estate professionals to perform seamless ID checks within their CRM environment. This integration helps in verifying the identity of potential clients, ensuring that the leads are genuine and reducing the risk of fraud.
Use Cases for ID Checks in CINC
- Lead Verification: Automatically verify the identities of new leads before engaging with them.
- Client Onboarding: Streamline the onboarding process by verifying client identities swiftly.
- Fraud Prevention: Enhance security by preventing fraudulent activities through reliable ID verification.
How to Set Up the Integration
- Create Accounts: Ensure you have active accounts on both CINC and IdentityCheck.
- Log in to Zapier: Access your Zapier account or create a new one.
- Find the Integration: Search for the CINC and IdentityCheck integration on Zapier.
- Connect the Apps: Follow the guided prompts to link your CINC account to your IdentityCheck account using Zapier.
- Set Up the Workflow (Zap): Define the triggers and actions for your ID verification workflow. For instance, set a trigger for new leads in CINC and an action to verify their identity using IdentityCheck.
- Test the Integration: Run a test to ensure the setup works as expected and verify that IDs are being checked correctly.
How to Use the Integrated ID Verification
Once the integration setup is complete, using the ID verification service within CINC is straightforward:
- Monitor New Leads: Keep an eye on new leads added to your CINC account.
- Automatic Verification: Whenever a new lead is added, the integration will automatically trigger an ID verification through IdentityCheck.
- Review Verified IDs: Check the results of the ID verification within your CINC interface to ensure the lead is genuine.
- Take Action: Use the verified ID information to move forward confidently with genuine leads and filter out any that fail verification.