Introduction to Mojo

Mojo is a versatile tool designed to help you manage and grow your sales pipeline with ease. As a leading sales engagement and marketing automation platform, Mojo offers features such as intuitive CRM management, call dialing, and task automation. It streamlines your sales processes and enhances productivity, enabling you to focus on closing deals and building customer relationships.

ID Verification with IdentityCheck

Mojo users can greatly benefit from integrating IdentityCheck for efficient ID verification processes. IdentityCheck simplifies the task of verifying customer identities, which is crucial for onboarding new clients, ensuring compliance with regulatory requirements, and securing your business from potential fraud.

Whether you’re in sales, finance, or customer service, this seamless integration will provide you with a robust and reliable way to verify identities without leaving the Mojo platform.

Possible Use Cases

• Onboarding New Clients: Automatically trigger ID verification when new client information is added to your Mojo CRM.
• Lead Management: Verify leads’ identities before moving them further down the sales pipeline.
• Compliance Checks: Ensure that all customer information meets industry standards and legal requirements for identity verification.
• Fraud Prevention: Quickly verify identities to prevent fraudulent activities and secure your operations.

Setting Up the Integration

Follow these steps to set up the IdentityCheck integration with Mojo through Zapier:

1. Create a Zapier Account: If you don’t already have an account, sign up for Zapier at https://zapier.com/.
2. Connect Mojo: In your Zapier dashboard, click “Create Zap” and choose Mojo as your trigger app. Follow the prompts to connect your Mojo account.
3. Select Trigger Event: Choose the appropriate trigger event, such as “New Contact” or “New Lead.”
4. Connect IdentityCheck: Add IdentityCheck as the action app. If it’s your first time using IdentityCheck with Zapier, you’ll need to link your IdentityCheck account.
5. Configure Action Event: Select the action event, such as “Verify ID,” and map the fields between Mojo and IdentityCheck.
6. Test and Activate: Test the Zap to ensure everything works correctly, then turn it on to activate the integration.

Using the Integration

Once the integration is set up, you can start using IdentityCheck for your ID verification needs directly within Mojo. Here’s how:

• Triggering ID Verification: When a new contact or lead is added in Mojo, the integration will automatically send the information to IdentityCheck for verification.
• Receiving Notifications: You will receive notifications within Mojo when an ID verification process starts and completes, enabling you to take swift action based on the results.
• Managing Verifications: Access a comprehensive record of all ID verification processes within your Mojo account for easy reference and compliance audits.

By integrating IdentityCheck with Mojo, you combine efficient sales management with robust ID verification, streamlining your processes and enhancing security. Set up the integration today and take your sales operations to the next level.