Brief Description of Copper

Copper is a powerful and intuitive CRM solution designed specifically for businesses that rely on Google Workspace. By integrating seamlessly with your existing workflows, Copper eliminates manual data entry and provides intelligent recommendations, helping you to nurture customer relationships and drive business growth efficiently.

Possible Uses for Users of Copper for ID Verification

Integrating IdentityCheck with Copper opens up numerous possibilities for Copper users:

• Client Onboarding: Quickly and securely verify new clients’ identities when they are added to your CRM.
• Verification of Leads: Validate the identity of leads before moving them through your sales funnel.
• Compliance and Security: Ensure that your business is compliant with industry regulations by verifying the identities of all stakeholders.
• Risk Management: Minimize fraud and manage risk by validating identities during critical business processes.

Instructions on How to Set Up

1. Visit the Zapier website and log in to your account.
2. Navigate to the Copper Integrations Page on Zapier.
3. Search for “IdentityCheck” in the available integrations.
4. Select the IdentityCheck-Copper integration to create a new Zap.
5. Follow the prompts to connect your Copper and IdentityCheck accounts to Zapier:
• Authorize Zapier to access your Copper account.
• Authorize Zapier to access your IdentityCheck account.
6. Set up the trigger and action events for your integration:
• Select a trigger event from Copper (e.g., “New Contact Created”).
• Select an action event for IdentityCheck (e.g., “Verify Identity”).
7. Test the integration to ensure everything is working correctly.
8. Name your Zap and turn it on to activate the integration.

Instructions on How to Use

Once your IdentityCheck and Copper integration is set up, using it is straightforward:

1. Log in to your Copper CRM.
2. Add or update a contact, lead, or client within Copper as you normally would.
3. The integration will automatically trigger the IdentityCheck function based on your predefined Zapier settings.
4. IdentityCheck will process the information and conduct the ID verification.
5. Receive a notification within Copper once the ID verification is complete.
6. View the verification status and details within Copper to proceed with your next steps.

By integrating IdentityCheck with Copper, you can streamline your workflows, ensure compliance, and improve the security of your client onboarding and lead management processes.