Brief Description of Insightly

Insightly is a powerful Customer Relationship Management (CRM) tool designed to help businesses streamline their sales, marketing, and project management processes. With its user-friendly interface and robust features, Insightly enables users to manage customer data, track sales opportunities, and oversee projects effectively.

Uses of Insightly for ID Checks

Insightly users can greatly benefit from integrating IdentityCheck for identity verification purposes. Here are some possible use cases:

• Verifying customer identities during the onboarding process to ensure security and compliance.
• Streamlining KYC (Know Your Customer) procedures for financial services or other regulated industries.
• Preventing fraud by ensuring that the individuals and entities you are dealing with are who they claim to be.
• Automating the ID verification process to save time and reduce manual errors.

How to Set Up Integration with Insightly

Follow these steps to integrate IdentityCheck with Insightly using Zapier:

1. Create accounts on both IdentityCheck and Insightly if you haven’t already.
2. Log into your Zapier account or create one at Zapier.com.
3. In Zapier, click on the “Make a Zap” button to create a new Zap.
4. Select Insightly as the trigger app and choose a trigger event, such as “New Contact” or “Updated Contact”.
5. Connect your Insightly account to Zapier by following the authentication steps.
6. Add an action step and select IdentityCheck as the action app.
7. Choose an action event for IdentityCheck, such as “Verify ID” or “Create Verification Request”.
8. Connect your IdentityCheck account to Zapier and map the necessary fields between Insightly and IdentityCheck.
9. Test the Zap to ensure everything is working correctly, then activate it.

How to Use ID Verification with Insightly

Once the integration is set up, using ID verification with Insightly is easy. Here’s how:

1. When a new contact is added or an existing contact is updated in Insightly (depending on your trigger event), the Zap will automatically start the ID verification process with IdentityCheck.
2. You will receive the ID verification results directly in Insightly or via your chosen notification method, depending on how you’ve configured the integration.
3. Review the results to ensure that the customer’s identity is verified. If there are any issues, follow up with the customer as needed.

Integrating IdentityCheck with Insightly allows businesses to automate and streamline their ID verification process, enhancing security and compliance while saving valuable time and resources. Implement this integration to ensure that your customer data is reliable and trustworthy.