Introduction

Get The Referral is an innovative platform designed to manage, connect, and automate leads directly to your CRM, creating seamless workflows for your business. IdentityCheck enhances this process by providing robust ID verification capabilities, ensuring that you know who’s entering your system. This combination results in a more secure and efficient way to handle lead conversions and client onboarding.

Why Connect IdentityCheck to Get The Referral

Integrating IdentityCheck into Get The Referral brings significant benefits, especially for businesses that require thorough KYC checks. By streamlining identity verification, you reduce onboarding time and minimize the risk of fraud. In one example, Guardian Tax Solutions cut their onboarding time by 90% with IdentityCheck. Read the full case study here.

This integration also allows for smoother client experiences as you automate the identity verification process. With a few clicks, your leads can be verified and added to your CRM without hassle, speeding up the journey from prospect to valued client.

Setting Up the Integration

1. Log in to your Get The Referral account.
2. Navigate to the integrations section and select IdentityCheck.
3. Authorize the connection by following the on-screen instructions.
4. Customize your verification settings to align with your business needs.
5. Complete a test ID verification to ensure everything is functioning correctly.

How It Works in Get The Referral

Once integrated, using IdentityCheck within Get The Referral is intuitive. For instance, recruiters can easily verify freelancers’ identities before granting them access to sensitive resources, such as Notion workspaces. This process not only secures your business operations but also builds trust with prospective clients.

Frequently Asked Questions

• Where is my data stored? Your data is stored securely on IdentityCheck’s encrypted servers.
• Can I customize the verification message? Yes, you can tailor the verification prompts to match your brand’s voice.
• What if someone doesn’t complete the ID check? You can set automated reminders or follow up manually to ensure completion.

Wrapping Up

Integrating IdentityCheck with Get The Referral offers a smarter way to manage identity verification, ensuring a seamless and secure process for both businesses and clients alike. By enhancing KYC practices within a single platform, you streamline operations and reinforce trust from the outset.