What is MarketSharp?

MarketSharp is a powerful customer relationship management (CRM) software designed specifically for contractors, remodelers, and home improvement professionals. It helps you track leads, manage customer relationships, and streamline your sales and marketing processes. MarketSharp offers a wide array of features, including contact management, project scheduling, and performance analytics.

Why Integrate IdentityCheck with MarketSharp?

Given the nature of contractor and home improvement industries, verifying client identities can be crucial for maintaining the integrity of your transactions and ensuring you are dealing with legitimate clients. By integrating IdentityCheck with MarketSharp, you can seamlessly perform ID verifications directly within your CRM, streamlining your workflow and enhancing security.

Possible Uses for ID Verification with MarketSharp

• Verify new client identities when they first enter your sales funnel.
• Confirm identities before signing contracts or agreements.
• Enhance security for large transactions or high-value projects.
• Maintain accurate and verified records of all clients within your CRM.

How to Set Up the Integration

Step 1: Sign Up for IdentityCheck and MarketSharp

If you haven’t already, you need to sign up for both IdentityCheck and MarketSharp. Ensure you have active accounts for both services.

Step 2: Log In to Your Zapier Account

Head over to Zapier and log in or create a new account if you don’t have one yet.

Step 3: Connect IdentityCheck to Zapier

In your Zapier dashboard, search for “IdentityCheck” and follow the prompts to connect your IdentityCheck account. You’ll likely need API keys, which can be found in your IdentityCheck account settings.

Step 4: Connect MarketSharp to Zapier

Similarly, search for “MarketSharp” in your Zapier dashboard and follow the steps to connect your MarketSharp account.

Step 5: Create Your Zap

Now, create a new Zap (automation) with the following settings:

• Trigger: MarketSharp – New Contact
• Action: IdentityCheck – Verify ID

Follow the on-screen prompts to map relevant fields between MarketSharp and IdentityCheck.

How to Use the Integration

Performing ID Verifications

Once the integration is set up, every time a new contact is added to MarketSharp, IdentityCheck will automatically perform an ID verification based on the data provided.

Viewing Verified Data

You can view the verification results directly within MarketSharp. This allows you to quickly assess whether you are working with verified individuals and make informed decisions based on this data.

Automating Notifications

Consider setting up additional Zaps to automate notifications, such as alerting your team via email when an ID verification fails, ensuring immediate follow-up.