What is Method CRM?

Method CRM is a powerful, customizable customer relationship management software designed to make it easy for small businesses to manage interactions with clients and streamline operations. Created with robust QuickBooks integration, Method CRM offers a multitude of features including contact management, lead tracking, and workflow automation.

Why Integrate IdentityCheck with Method CRM?

By integrating IdentityCheck with Method CRM, businesses can enhance their operations by seamlessly incorporating ID verification processes. This ensures that client data is secured and verified, improving trust and compliance. Various uses for this integration include:

• New Client Verification: Verify the identity of new clients during the onboarding process.
• Fraud Prevention: Minimize risks by confirming the identity of existing clients before transactions.
• Regulatory Compliance: Stay compliant with industry regulations that require identity verification.

Setting Up IdentityCheck with Method CRM via Zapier

Follow these steps to integrate IdentityCheck with Method CRM using Zapier:

1. Create Accounts: Ensure you have active accounts for IdentityCheck, Method CRM, and Zapier.
2. Log in to Zapier: Sign in to your Zapier account. If you don’t have one, create it.
3. Start a New Zap: Click on “Make a Zap” to begin the integration process.
4. Select Method CRM: Choose Method CRM as the trigger app and select an appropriate trigger (e.g., new contact created).
5. Connect Method CRM: Log in to your Method CRM account through Zapier to grant access.
6. Add IdentityCheck: Choose IdentityCheck as the action app and select the action you want to perform (e.g., verify the client’s ID).
7. Connect IdentityCheck: Log in to your IdentityCheck account through Zapier to grant access.
8. Test the Zap: Test the integration to ensure it is working correctly.
9. Turn on the Zap: Once everything is set up and tested, turn on the Zap to activate the integration.

Using ID Verification with Method CRM

Once the integration is active, using IdentityCheck for ID verification within Method CRM is simple:

1. Add a New Contact: When you add a new contact in Method CRM, the trigger will activate.
2. Automatic ID Verification: The contact information is sent to IdentityCheck for verification automatically.
3. Review Results: Once the verification process is complete, the results will be updated in Method CRM, allowing you to view the verification status directly within the CRM.
4. Take Action: Based on the verification results, you can take appropriate actions such as approving, flagging for further review, or denying the client.

This integration streamlines your workflow, ensuring that identity verification is a seamless part of your client management process.

Conclusion

Integrating IdentityCheck with Method CRM through Zapier enhances your business operations by adding a layer of security through effective ID verification. This not only reduces risks but also helps in maintaining compliance with industry standards. Follow the setup and usage instructions to get started and make your client management process more robust and secure.