Overview of LionDesk

LionDesk is a leading CRM platform designed to help real estate professionals and small businesses manage their leads, clients, and transactions effortlessly. With its robust features like contact management, marketing automation, and task tracking, LionDesk streamlines your workflow and optimizes customer relationship management.

Uses for ID Verification in LionDesk

Enhancing Client Onboarding

Integrating IdentityCheck with LionDesk enables you to verify the identities of your new clients swiftly. This ensures you are working with verified individuals, reducing the risk of fraud.

Securing Transactions

For businesses handling sensitive information or financial transactions, ID verification helps maintain compliance and secures your processes against identity theft and unauthorized access.

Automating Compliance

Ensure your business remains compliant with local and international regulations by automating the ID verification process for clients and associates, saving time and resources.

Setting up IdentityCheck with LionDesk

Follow these steps to integrate IdentityCheck with LionDesk via Zapier:

1. Create Accounts: Ensure you have active accounts on both IdentityCheck and LionDesk.
2. Log into Zapier: Open your Zapier account or create a new one at zapier.com.
3. Select Create Zap: Click on “Create Zap” to start the process.
4. Choose LionDesk as Trigger: Search for LionDesk and select it as the trigger app. Choose the appropriate trigger event, like ‘New Contact’ or any other event suitable for ID verification.
5. Connect LionDesk: Follow the on-screen instructions to connect your LionDesk account to Zapier.
6. Select IdentityCheck as Action: Search for IdentityCheck in the action apps. Choose the event like ‘Verify ID’ or any other action relevant to ID verification.
7. Connect IdentityCheck: Follow the prompts to connect your IdentityCheck account to Zapier.
8. Test the Zap: Review and test the Zap to ensure everything works seamlessly.
9. Activate Zap: Once tested, activate the Zap to automate your ID verification process within LionDesk.

Using IdentityCheck within LionDesk

Adding a New Client

Whenever you add a new client in LionDesk, the automated Zap will trigger IdentityCheck to verify their ID. The results will be logged back into LionDesk, ensuring your database is secure and verified.

Automating ID Checks

Set up automated ID verification for specific events, such as adding a new lead, updating client information, or prior to transactions. This helps in maintaining consistent and secure practices.

Review Verified IDs

Review the verified IDs within your LionDesk CRM to ensure compliance. All verification results performed by IdentityCheck will be updated in the client’s profile for easy access and reference.

Conclusion

Integrating IdentityCheck with your LionDesk CRM through Zapier simplifies the ID verification process, ensuring that your client data remains secure and compliant with regulations. This integration allows real estate professionals and businesses to focus on growth, all while safeguarding against identity fraud and enhancing customer trust.