Welcome to Seamless ID Verification with IdentityCheck and Corymbus

Explore the integration potential between IdentityCheck and Corymbus, a CRM platform tailored for small businesses and freelancers. With a mission to provide an extremely straightforward user experience, Corymbus excels in addressing the dual needs of sales and marketing. By integrating IdentityCheck, you can enhance security while maintaining the simplicity Corymbus is famed for, ensuring smooth ID verification through seamless workflows.

Why Connect IdentityCheck to Corymbus

By integrating IdentityCheck with Corymbus, you streamline necessary KYC checks, crucial for maintaining compliance and building customer trust. The combination facilitates effortless record-keeping and automates ID verification, reducing errors and enhancing data security. This is invaluable for small business owners and freelancers who prioritize efficiency and data integrity.

One remarkable example of effective integration is the Wardle Partners case study, where they achieved significant ROI savings using IdentityCheck, illustrating the profound impact on operations and cost efficiency.

Setting Up the Integration

1. Log in to your Corymbus account and navigate to the ‘Integrations’ section.
2. Search for ‘IdentityCheck’ and select it from the list of available integrations.
3. Click on ‘Connect’ and authorize the integration by providing necessary API keys from your IdentityCheck admin dashboard.
4. Configure settings to match your ID verification requirements and save the configuration.
5. Test the integration with a sample identity check to ensure everything is functioning properly.

How It Works in Corymbus

Once set up, IdentityCheck works seamlessly within Corymbus. As new leads or clients are added, the integration automatically initiates the ID verification process. For instance, when onboarding a new client, the system prompts a KYC check without any additional steps, simplifying what would otherwise be a manual task. Verification results are stored under the client’s profile, ensuring easy access and management.

Frequently Asked Questions

How is data stored with IdentityCheck?

All identity data processed through IdentityCheck is securely encrypted and stored in compliance with industry standards.

Can we customize the identity check process?

Yes, IdentityCheck offers customizable settings to match your specific business requirements and compliance needs.

What happens if an identity check is incomplete?

In the event of an incomplete check, IdentityCheck will flag the record and trigger a follow-up notification to ensure swift resolution.

Final Thoughts

Integrating IdentityCheck with Corymbus provides a robust solution for efficient ID verification, streamlining operations while safeguarding client information. Elevate your business operations with a seamless, effective integration that supports your growth without compromising on security.