Freshsales Classic Overview

Freshsales Classic is a powerful customer relationship management (CRM) tool designed to help businesses manage their sales processes more effectively. This robust platform offers features like lead scoring, email tracking, and customizable sales pipelines, empowering sales teams to close deals faster. Streamlining various sales activities, Freshsales Classic is ideal for businesses looking to enhance their CRM strategies.

Benefits of Using ID Verification for Freshsales Classic Users

Integrating IdentityCheck with Freshsales Classic offers several advantages:

• Enhanced Security: Verify the identities of your leads and customers to prevent fraud and unauthorized access.
• Improved Compliance: Meet regulatory requirements by ensuring all contacts are legitimate.
• Streamlined Processes: Automate the ID verification process to save time and reduce manual errors.
• Better Customer Experience: Build trust with your clients through secure and transparent interactions.

How to Set Up IdentityCheck Integration with Freshsales Classic

Setting up the integration between IdentityCheck and Freshsales Classic is simple with Zapier. Follow these steps:

1. Create accounts on IdentityCheck and Zapier if you haven’t already.
2. Log in to your Zapier account and click on “Make a Zap.”
3. Select Freshsales Classic as the Trigger app and choose an appropriate trigger event like “New Lead” or “Updated Contact.”
4. Connect your Freshsales Classic account by following the on-screen instructions.
5. Select IdentityCheck as the Action app and choose an action event like “Verify ID.”
6. Connect your IdentityCheck account in Zapier by providing the necessary API details.
7. Map the required data fields between Freshsales Classic and IdentityCheck, such as lead email or contact ID.
8. Test the Zap to ensure everything works correctly, then turn it on.

How to Use ID Verification in Freshsales Classic

Once the integration is set up, you can start using ID verification seamlessly. Here’s how:

• Automate ID Verification: Whenever a new lead is created or a contact is updated in Freshsales Classic, IdentityCheck automatically verifies their ID.
• View Verification Results: Log in to your IdentityCheck account to view detailed reports on the status and results of the ID verification.
• Manual Checks: In cases where automatic verification is not triggered, you can manually initiate an ID check through the IdentityCheck dashboard.

Integrating IdentityCheck with Freshsales Classic not only saves you time but also enhances your security measures. With automated ID verification, you can focus on what you do best—closing deals and growing your business.