About Livespace

Livespace is a customer relationship management (CRM) platform designed to help businesses streamline their sales processes and boost productivity. It provides features for organizing customer interactions, managing sales funnels, tracking communications, and improving overall sales workflow, making it an invaluable tool for sales teams and managers.

ID Check Uses for Livespace Users

Integrating IdentityCheck with Livespace allows users to easily conduct ID verification directly from their CRM. This can be particularly useful for companies that need to verify the identity of potential clients, partners, or employees as part of their sales and onboarding processes. Some practical applications include:

• Verifying potential clients’ identities before scheduling meetings or closing deals.
• Ensuring compliance with regulatory requirements.
• Streamlining the onboarding process by verifying new hires’ identities.
• Enhancing trust and security for online transactions and agreements.

How to Set Up IdentityCheck with Livespace

Setting up IdentityCheck with Livespace is straightforward thanks to the integration capabilities of Zapier. Follow these steps to get started:

1. Create Accounts: Ensure that you have active accounts on both Livespace and IdentityCheck.
2. Sign Up for Zapier: Head over to Zapier (www.zapier.com) and sign up for an account if you haven’t already.
3. Create a New Zap: Once logged in, click on “Make a Zap” to start creating a new automation.
4. Select Trigger App: Choose Livespace as the trigger app and select the appropriate trigger event, such as a new contact creation.
5. Connect Accounts: Connect your Livespace account to Zapier by following the authentication steps provided.
6. Select Action App: Choose IdentityCheck as the action app and select the action event, like performing an ID verification.
7. Configure Action: Connect your IdentityCheck account and map the necessary data fields from Livespace to IdentityCheck.
8. Test and Activate: Test the Zap to ensure it works as intended and then activate it.

How to Use ID Verification in Livespace

Once set up, using ID verification in Livespace is seamless. Here’s how you can effectively use this integration:

1. Create a Contact: Whenever you create a new contact in Livespace, the integration will automatically trigger the ID verification process using IdentityCheck.
2. View Verification Status: Check the verification status directly within Livespace. Any successful verifications will be noted, and you can review the details as necessary.
3. Automate Follow-ups: Use Livespace’s workflow automation features to send automated follow-up messages or tasks based on the ID verification status, ensuring timely actions.
4. Maintain Compliance: Easily document and store verification results within Livespace for compliance and auditing purposes.
5. Enhance Security: For any flagged or failed verifications, set follow-up actions to investigate further before proceeding with business engagements.

By integrating IdentityCheck with Livespace, businesses can effortlessly incorporate robust ID checking processes, enhancing both security and efficiency in their sales and onboarding workflows.