Close: A Brief Overview

Close is a robust CRM platform designed to help small and medium-sized businesses close more deals with less effort. It offers features like email automation, built-in calling, and powerful search functionalities, making it an all-in-one solution for sales teams.

Using IdentityCheck for ID Verification with Close

Implementing IdentityCheck with Close enables businesses to automate and streamline the ID verification process, increasing security and reducing manual effort. This is particularly useful for businesses that need to verify customer identities for compliance, fraud prevention, or onboarding new customers.

Some possible use cases include:

• Onboarding new clients by verifying their identities
• Conducting secure transactions by ensuring the authenticity of customer data
• Automating compliance checks to meet regulatory requirements

How to Set Up IdentityCheck with Close Using Zapier

1. Create accounts on both IdentityCheck and Zapier if you haven’t already.
2. Log in to your Zapier account.
3. Click on “Make a Zap” to start the integration process.
4. Select Close as your trigger app and choose the appropriate trigger event, such as “New Lead” or “Updated Lead”.
5. Connect your Close account to Zapier by following the authentication prompts.
6. Next, select IdentityCheck as the action app and choose an action event like “Verify ID”.
7. Connect your IdentityCheck account to Zapier by following the authentication steps.
8. Map the necessary fields between Close and IdentityCheck to ensure data flows correctly.
9. Test the Zap to confirm everything works as expected.
10. Once tested, name your Zap and turn it on to activate the integration.

How to Use IdentityCheck within Close

Once the integration is set up, using IdentityCheck for ID verification within Close is straightforward.

1. When a new lead or deal stage is updated in Close, the specified trigger will activate the Zap.
2. Data from Close will be sent to IdentityCheck for ID verification.
3. IdentityCheck will process the verification and provide the results, which can be configured to update your Close records or inform your team.
4. You can view the ID verification results directly in Close, making it easy to track and manage the verification status of your leads and customers.
5. Set up notifications or additional actions in Close based on the verification results to streamline your workflow.

By integrating IdentityCheck with Close, you can enhance your workflow with automated, reliable ID verification, ensuring your business remains secure and compliant.