About Moskit

Moskit is a powerful Customer Relationship Management (CRM) tool designed to streamline your sales process and improve customer relationships. With features like pipeline management, email integration, and comprehensive reporting, Moskit helps businesses stay organized and close more deals effectively.

Uses for ID Verification with Moskit

Integrating IdentityCheck with Moskit through Zapier offers numerous benefits:

• Enhanced Security: Verify the identity of new leads or customers to prevent fraudulent activity.
• Compliance: Ensure your business meets regulatory requirements by performing ID checks.
• Streamlined Process: Automate the ID verification process for faster onboarding and smoother customer experiences.
• Data Accuracy: Improve the accuracy of customer data by verifying their identities before adding them to your CRM.

Setting Up the Integration

Follow these steps to set up the integration between Moskit and IdentityCheck:

1. Create accounts on both IdentityCheck and Zapier if you haven’t already.
2. Log in to your Zapier account and click on “Create Zap.”
3. Select Moskit as the trigger app and choose an appropriate trigger event, such as “New Lead” or “New Contact.”
4. Connect your Moskit account to Zapier by following the prompts and providing the necessary API key or login credentials.
5. Next, select IdentityCheck as the action app and choose the “Verify ID” action event.
6. Connect your IdentityCheck account to Zapier by entering your IdentityCheck API key when prompted.
7. Map the fields from Moskit to IdentityCheck to ensure the correct data is used for the ID verification process.
8. Test the Zap to ensure everything is working correctly, then turn it on.

Using the Integration for ID Verification

Once the integration is set up, you can use it to automate ID verification within Moskit seamlessly:

1. New Leads/Contacts: When you add a new lead or contact into Moskit, the integration will automatically trigger an ID verification check using IdentityCheck.
2. Verified Data in CRM: The results of the ID verification will be updated back into Moskit, ensuring you have verified data for every lead or contact.
3. Compliance Reports: Easily generate compliance reports showcasing the verified IDs of your contacts and leads directly within Moskit.
4. Custom Alerts: Set up alerts or notifications in Moskit for leads/contacts that fail the ID verification, prompting your team to take necessary actions.

With this integration, businesses leveraging Moskit can streamline their ID verification process, ensuring robust security and compliance while optimizing their lead management. Start automating your ID checks with IdentityCheck and Zapier today.