What is LassoCRM?

LassoCRM is a powerful customer relationship management (CRM) tool designed specifically for real estate professionals. It offers comprehensive features for managing leads, sales, and marketing campaigns, helping real estate agents and developers streamline their workflow and enhance their productivity.

Uses of ID Verification for LassoCRM Users

Integrating IdentityCheck with LassoCRM brings an added layer of security and efficiency to your workflows. Here are a few possible uses:

• Lead Verification: Ensure the authenticity of leads by verifying their ID, reducing the risk of fraud.
• KYC Compliance: Stay compliant with Know Your Customer (KYC) regulations by integrating seamless ID verification into your process.
• Automated Data Entry: Capture verified identity details automatically, saving time and reducing manual errors.
• Security Enhancement: Add an extra layer of security to your client interactions, ensuring that only verified individuals access sensitive information.

Setting Up IdentityCheck with LassoCRM via Zapier

To set up IdentityCheck with LassoCRM, follow these steps:

1. Sign Up or Log In: Ensure you have active accounts on both IdentityCheck and Zapier.
2. Access Zapier Dashboard: Log in to your Zapier account and go to the dashboard.
3. Create a New Zap: Click on the “Make a Zap” button to start the integration process.
4. Choose Trigger App: Select LassoCRM as the trigger app and specify the trigger event (e.g., new lead captured).
5. Set Up Trigger: Follow the instructions to connect your LassoCRM account and set up the trigger details.
6. Choose Action App: Select IdentityCheck as the action app and specify the action event (e.g., verify lead’s ID).
7. Set Up Action: Connect your IdentityCheck account and configure the action details to match the information captured from LassoCRM.
8. Test Your Zap: Perform a test to ensure the integration works as expected.
9. Activate Your Zap: Once tested, turn on your Zap to activate the integration.

How to Use ID Verification in LassoCRM

Once you have set up the integration, using ID verification in LassoCRM is straightforward:

1. Lead Capturing: As you capture a new lead in LassoCRM, the system will automatically send the lead’s information to IdentityCheck for verification.
2. ID Verification Process: IdentityCheck will perform the ID verification and return the verified information to LassoCRM.
3. Review Verification Results: Access the verified lead information within your LassoCRM dashboard, ensuring all leads are authenticated before further engagement.
4. Automate Further Actions: Use the verified ID data to trigger further automated actions within LassoCRM, enhancing your workflow efficiency.

By integrating IdentityCheck with LassoCRM, you streamline your ID verification process, safeguarding your business and ensuring compliance with regulatory standards.