What is NetHunt CRM?

NetHunt CRM is a powerful, flexible Customer Relationship Management (CRM) system designed to manage and automate customer interactions within Gmail and other business applications. It is ideal for sales and customer service teams who need integrated tools to track leads, manage customer data, and streamline workflows.

Use Cases for ID Verification in NetHunt CRM

Customer Onboarding

When acquiring new customers, verifying their identity ensures their information is accurate and prevents fraudulent activity. IdentityCheck makes this process seamless.

Lead Verification

Verifying the identities of potential leads ensures you are investing efforts in legitimate prospects, saving time and resources.

Regulatory Compliance

Many industries require strict adherence to KYC (Know Your Customer) regulations. Using IdentityCheck through NetHunt CRM helps maintain compliance.

How to Set Up ID Verification Integration

Step 1: Sign Up for IdentityCheck and NetHunt CRM

If you are not already registered, sign up for both IdentityCheck and NetHunt CRM.

Step 2: Log In to Zapier

Connect your accounts by logging into Zapier and selecting the “Make a Zap” option.

Step 3: Create a New Zap

Select NetHunt CRM as your trigger app. Choose the trigger event that fits your workflow. For example, “New Contact Added”.

Step 4: Connect IdentityCheck

Next, select IdentityCheck as the action app. Choose the action event, such as “Verify ID”. You will need to connect your IdentityCheck account by providing the necessary API keys/credentials.

Step 5: Map Data

Map the data from NetHunt CRM to IdentityCheck. For instance, map the contact information fields to the corresponding ID verification fields in IdentityCheck.

Step 6: Test and Activate

Test your Zap to ensure everything works as expected. If successful, turn on your Zap to enable automated ID verification within NetHunt CRM.

How to Use ID Verification in NetHunt CRM

Adding a New Contact

When you add a new contact in NetHunt CRM, the Zap will automatically trigger an ID verification request through IdentityCheck. The verified data will then be updated in NetHunt CRM, ensuring you have accurate and verified customer information.

Regular ID Checks

Set up regular ID checks using Zapier so that customer information remains up-to-date. This can be triggered by events such as updates to customer profiles or periodic reviews.

Immediate Validation

Instantly validate a customer’s ID whenever they submit critical information or documents through your forms or emails managed in NetHunt CRM.

Conclusion

Integrating IdentityCheck with NetHunt CRM via Zapier can save your team invaluable time and increase your customer data accuracy. It’s an essential tool for companies that require secure and reliable ID verification as part of their business processes.

Start using this integration today to streamline your customer verification procedures and enhance your CRM capabilities.