Follow Up Boss Overview

Follow Up Boss is a robust CRM (Customer Relationship Management) tool designed specifically for real estate professionals. It helps teams manage leads, automate follow-ups, track client interactions, and close more deals effectively. With its seamless integration capabilities, Follow Up Boss allows users to enhance their productivity and streamline workflows significantly.

Uses of Follow Up Boss for ID Checks with IdentityCheck

Integrating IdentityCheck with Follow Up Boss offers multiple benefits and use cases for real estate professionals:

• Secure Client Verification: Ensure the authenticity of your leads and clients by performing reliable ID checks.
• Simplified Compliance: Stay compliant with industry regulations and prevent fraudulent activities through seamless ID verification.
• Enhanced Onboarding: Quickly and effortlessly verify the identity of new clients during the onboarding process, ensuring you work with genuine individuals.

How to Set Up IdentityCheck Integration with Follow Up Boss

Setting up IdentityCheck with Follow Up Boss via Zapier is straightforward. Follow these steps to get started:

1. Account Setup: Ensure you have active accounts on IdentityCheck, Follow Up Boss, and Zapier.
2. Log in to Zapier: Go to the Zapier website and log in to your account.
3. Create a New Zap: Click on “Make a Zap” to start creating a new Zap.
4. Select Follow Up Boss as the Trigger App: Search for “Follow Up Boss” and select it as the trigger app. Choose the appropriate trigger event you want to kick-start the process, such as “New Lead” or “New Contact.”
5. Connect Follow Up Boss Account: Authenticate your Follow Up Boss account by logging in and granting the necessary permissions.
6. Select IdentityCheck as the Action App: Search for “IdentityCheck” and set it as the action app. Select the appropriate action event, such as “Verify ID.”
7. Connect IdentityCheck Account: Authenticate your IdentityCheck account by logging in and granting the necessary permissions.
8. Map Fields: Customize the fields you would like to map from Follow Up Boss to IdentityCheck for ID verification.
9. Test and Name Your Zap: Test the integration to ensure it works correctly. Once confirmed, name your Zap and turn it on.

How to Use ID Verification with Follow Up Boss

Once the integration is set up, using IdentityCheck for ID verification within Follow Up Boss is simple:

1. New Lead/Contact Entry: When a new lead or contact is added in Follow Up Boss, the integration will automatically trigger the ID verification process via IdentityCheck.
2. Automated ID Verification: IdentityCheck performs the ID verification in the background, checking the provided information for authenticity.
3. Receive Verification Results: The results of the ID verification will be available in Follow Up Boss, allowing you to take appropriate actions based on the verified status of the lead or contact.
4. Streamlined Workflow: Use the automated ID verification as part of your standard workflow to maintain the security and integrity of your client onboarding process.

By integrating IdentityCheck with Follow Up Boss, you can ensure secure, compliant, and efficient ID verification, enhancing your overall business operations.