About noCRM.io

noCRM.io is a powerful lead management software designed to simplify the sales process for small to medium-sized businesses. It helps sales teams focus on their leads and prospects without getting bogged down by complex features. noCRM.io streamlines lead tracking, deal management, and follow-ups, making sales activities more efficient and productive.

Why Integrate IdentityCheck with noCRM.io?

By integrating IdentityCheck with noCRM.io, users can perform instant ID checks to verify the identity of leads and customers directly from their CRM platform. This ensures accuracy in customer onboarding processes and strengthens compliance with legal regulations. It’s particularly useful for businesses needing secure and validated customer records such as financial services, real estate, and online marketplaces.

Possible Uses for ID Verification in noCRM.io

• Onboarding New Clients: Verify the identity of new clients quickly to streamline onboarding procedures and ensure compliance with KYC regulations.
• Fraud Prevention: Prevent fraudulent activities by confirming the identities of customers during the sales process.
• Improved Customer Trust: Enhance trust with customers by guaranteeing their identities are verified and secure.

Setting Up IdentityCheck with noCRM.io

To integrate IdentityCheck with noCRM.io using Zapier, follow these steps:

1. Create accounts on both IdentityCheck and Zapier if you don’t have them already.
2. Log in to Zapier and click on “Make a Zap”.
3. Select noCRM.io as the trigger app and choose the specific trigger event you want (e.g., New Lead).
4. Connect your noCRM.io account to Zapier by following the prompted authentication steps.
5. Select IdentityCheck as the action app and choose the “Verify ID” action.
6. Connect your IdentityCheck account to Zapier by providing the necessary API key or credentials.
7. Map the fields from noCRM.io to IdentityCheck to ensure the correct information is verified.
8. Test the Zap to ensure the integration works as expected, then turn it on.

Using IdentityCheck with noCRM.io

Once the integration is set up, using IdentityCheck within noCRM.io becomes straightforward:

1. When a new lead is added to noCRM.io, the information will automatically be sent to IdentityCheck if the predefined Zap is triggered.
2. IdentityCheck will verify the lead’s identity based on the provided details.
3. The result of the ID verification will be returned to your noCRM.io, updating the lead status accordingly.
4. You can view the verification details directly in noCRM.io to make informed decisions about the lead.

Integrating IdentityCheck with noCRM.io provides a seamless solution for performing ID verification, enhancing your lead management system’s efficiency and reliability.