Understanding Cloze

Cloze is a comprehensive CRM tool designed to bring all your business relationships into one unified interface. It helps manage your contacts, emails, calendar, and social media interactions effortlessly. Cloze’s AI-driven algorithms automatically organize your connections and follow-ups, making it easier for you to keep track of your communication and business development efforts.

Possible Uses of IdentityCheck with Cloze

By integrating IdentityCheck with Cloze, users can streamline their ID verification processes directly within their CRM system. Here are a few practical applications:

• Onboarding new customers with seamless ID verification.
• Automating background checks during client profiling.
• Enhancing security protocols with reliable identity verification.
• Ensuring compliance with industry regulations by verifying client identities.

How to Set Up IdentityCheck Integration with Cloze

1. Create an account on Zapier and log in.
2. Navigate to the “Connect a New App” section.
3. Search for and select “Cloze”.
4. Search for and select “IdentityCheck”.
5. Follow the prompts to log into your Cloze and IdentityCheck accounts.
6. Select the triggers and actions for your integration. For example, configure a trigger in Cloze (e.g., new contact added) and an action in IdentityCheck (e.g., initiate ID verification).
7. Test the integration to ensure that it’s working as intended.
8. Once tested, activate the Zap to enable the real-time integration between Cloze and IdentityCheck.

How to Use IdentityCheck with Cloze for ID Verification

Once you have set up the integration, using IdentityCheck within Cloze is straightforward. Here’s how:

1. Add a New Contact: Enter the details of your new contact into Cloze. This could be a client, business partner, or any essential contact.
2. Trigger the Zap: Depending on your Zapier setup, adding a new contact into Cloze will automatically trigger the ID verification process through IdentityCheck.
3. Verification Process: IdentityCheck will initiate its verification process. This usually involves sending a verification request to the contact and ensuring their ID matches the required standards.
4. Receive Results: Once the verification is complete, the results will be logged into your Cloze CRM. You can configure notifications to alert you about the verification status.
5. Follow-Up: Based on the verification results, proceed with your next steps such as onboarding, meeting arrangement, or any other business operation.

By integrating IdentityCheck with Cloze through Zapier, you can significantly enhance your ID verification processes. This not only saves time but also improves the reliability and compliance of your CRM workflows.