Overview of FLG

FLG is a customer relationship management (CRM) solution tailored to sales-focused businesses. It empowers organizations to automate workflows, manage leads, and streamline customer interactions. Its robust features help businesses enhance productivity and drive sales growth.

How FLG Users Can Benefit from ID Verification

Integrating IdentityCheck with FLG provides numerous benefits for users, particularly in verifying customer identities. Some of the important uses include:

• Streamlining the onboarding process by quickly verifying new customer IDs.
• Enhancing security measures to prevent fraud and ensure customer authenticity.
• Automating ID verification tasks to save time and reduce manual errors.
• Maintaining compliance with regulatory requirements by verifying customer identities effectively.

Setting Up the IdentityCheck Integration with FLG on Zapier

To integrate IdentityCheck with FLG using Zapier, follow these steps:

1. Sign in to your Zapier account. If you don’t have an account, register on the Zapier website.
2. Click on “Make a Zap” to create a new integration workflow (Zap).
3. In the “Choose App & Event” search bar, type and select “FLG”.
4. Select the FLG trigger event. For instance, you can choose “New Lead” or “Updated Lead” depending on your workflow requirements.
5. Connect your FLG account to Zapier by following the authentication steps.
6. Test the trigger to ensure that Zapier can fetch data from FLG.
7. Now, in the “Choose App & Event” search bar, type and select “IdentityCheck”.
8. Select the action event such as “Verify Identity” which will be triggered upon the FLG event.
9. Connect your IdentityCheck account to Zapier by following the authentication steps.
10. Map the required fields from FLG to IdentityCheck to ensure the accurate transfer of data.
11. Test the action to make sure IdentityCheck performs correctly when triggered by the FLG event.
12. Give your Zap a name and turn it on to start the integration.

Using IdentityCheck with FLG

Once the integration is set up, using IdentityCheck for ID verification within FLG becomes straightforward:

• Whenever a new lead is added or an existing lead is updated in FLG, the configured Zap will automatically trigger IdentityCheck.
• IdentityCheck will initiate the ID verification process based on the information provided by FLG.
• You can monitor the verification status and results directly within FLG or IdentityCheck dashboards, depending on your setup.
• In the event of a failed verification, follow up with the customer as necessary to resolve any discrepancies.

Integrating IdentityCheck with FLG via Zapier ensures a seamless and automated process for verifying IDs, boosting both security and efficiency.