Kommo is a leading CRM platform designed to help businesses manage sales and customer relationships efficiently. By automating key workflows and providing robust tools for tracking customer interactions, Kommo helps sales teams focus on what they do best: closing deals. One of the critical aspects of customer relationship management is ensuring the authenticity of your clients, which is where IdentityCheck comes into play.

Using IdentityCheck With Kommo for ID Verification

Integrating IdentityCheck with Kommo enhances your CRM’s functionality by allowing you to perform seamless ID verifications. This integration proves invaluable in sectors requiring stringent ID checks such as financial services, real estate, and e-commerce. Here are a few possible uses for integrating IdentityCheck with Kommo:

• Verify the identities of new leads or clients before proceeding with sales processes.
• Automate ID verification within your customer onboarding workflows.
• Ensure compliance with regulatory requirements for identity verification.
• Enhance customer trust by adding an extra layer of security.

How to Set Up ID Verification with Kommo and IdentityCheck

Setting up the integration between Kommo and IdentityCheck is straightforward and can be done in a few easy steps:

1. Create accounts on both Kommo and IdentityCheck if you haven’t done so already.
2. Log in to your Zapier account or sign up if you’re new to Zapier.
3. Search for the Kommo app and the IdentityCheck app in the Zapier dashboard.
4. Create a new Zap by clicking on the “Make a Zap” button.
5. Select Kommo as the trigger app and choose an appropriate trigger event (e.g., “New Lead” or “New Contact”).
6. Connect your Kommo account to Zapier by following the on-screen instructions.
7. Select IdentityCheck as the action app and choose the action event (e.g., “Verify ID”).
8. Connect your IdentityCheck account to Zapier.
9. Map the fields from Kommo to IdentityCheck to ensure the data flows correctly.
10. Test the Zap to make sure everything is working as expected.
11. Turn on the Zap to enable automated ID verification within your Kommo workflows.

Using ID Verification within Kommo

Once the setup is complete, you can start using IdentityCheck with Kommo for seamless ID verification. Here’s how to use the integration effectively:

1. When a new lead or contact is added to Kommo, the information will automatically be sent to IdentityCheck via Zapier.
2. IdentityCheck will perform the ID verification based on the specified parameters.
3. The verification results will be sent back to Kommo, where they can be reviewed within the contact’s profile.
4. Based on the verification outcome, you can proceed with the appropriate next steps, whether it’s continuing the sales process, flagging the contact for further review, or any other action.

By integrating IdentityCheck with Kommo through Zapier, you ensure a seamless, automated process for ID verification, enhancing both security and efficiency. This integration helps businesses maintain compliance, build customer trust, and streamline operations, making it a valuable addition to your sales and customer relationship workflows.