Gong Overview

Gong is a leading revenue intelligence platform that captures and analyzes customer interactions to deliver deep insights into the sales process. It helps teams understand what’s happening in their business, make data-driven decisions, and ultimately drive revenue growth.

Enhancing ID Verification with IdentityCheck

ID verification is integral to maintaining security and trust in customer interactions. Integration of IdentityCheck with Gong allows sales teams to seamlessly verify customer identities during the sales process, adding an extra layer of security and compliance.

With this integration, Gong users can leverage ID verification to:

• Confirm the identity of prospective clients during initial contact.
• Ensure compliance with industry regulations requiring customer identification.
• Prevent fraudulent activities and safeguard sensitive business communications.

Setting Up IdentityCheck with Gong via Zapier

To set up the integration, you’ll need an account with both Gong and IdentityCheck, as well as a Zapier account. Follow these simple steps to get started:

1. Log into Zapier: Navigate to Zapier Gong Integrations and log into your account.
2. Select Gong and IdentityCheck: Choose Gong as your Trigger app and IdentityCheck as your Action app.
3. Configure Trigger: Set specific triggers in Gong, such as when a new contact is created or a meeting is scheduled.
4. Set Up Action: Define the ID verification action in IdentityCheck that should follow your specified trigger. Map relevant fields such as the contact’s name and email from Gong to IdentityCheck.
5. Test the Integration: Run a few tests to ensure the automation works as expected. Adjust any settings if necessary.
6. Activate your Zap: Once everything is set, activate your Zap to enable the integration.

Using ID Verification in Your Sales Process

Once the integration between Gong and IdentityCheck is active, utilizing ID verification during your sales process is straightforward:

1. Create or Update a Contact: Whenever you create or update a contact in Gong, the ID verification process will automatically initiate if it matches your trigger conditions.
2. Monitor Verification Status: You can track the status of ID verification within your IdentityCheck account. Look for fields such as “Verification Status” to view the outcome.
3. Proceed with Verified Leads: Use the verification results to determine which leads are genuine. Focus your efforts on verified customers to enhance trust and efficiency in your sales pipeline.

By integrating IdentityCheck with Gong through Zapier, your sales team can ensure secure and verified interactions with potential clients, fostering an environment of trust and compliance.