Introduction to Nutshell

Nutshell is a powerful CRM platform designed to help businesses manage their sales processes and customer relationships efficiently. It offers a range of tools such as sales automation, pipeline management, and reporting to streamline operations and drive growth.

Benefits of Using IdentityCheck with Nutshell

Integrating IdentityCheck with Nutshell enables seamless ID verification processes right within your CRM workflow. This integration can be particularly beneficial for:

• Verifying customer identities during onboarding
• Ensuring compliance with KYC (Know Your Customer) regulations
• Securing sensitive transactions with verified identities
• Streamlining identity checks for sales and support staff

How to Set Up IdentityCheck and Nutshell Integration

Follow these steps to integrate IdentityCheck with Nutshell using Zapier:

1. Sign up or log in to your Zapier account.
2. Navigate to the Nutshell CRM Integration page on Zapier.
3. Click on the “Connect a New Account” button to link your Nutshell account.
4. Follow the prompts to authenticate your Nutshell account.
5. Search for “IdentityCheck” in the app directory and connect it to Zapier.
6. Choose a trigger event in Nutshell (e.g., new contact created) and set IdentityCheck as the action (e.g., perform ID verification).
7. Map the necessary fields between Nutshell and IdentityCheck to customize the integration to your needs.
8. Test the integration to ensure it works as expected.

How to Use ID Verification with Nutshell

Once the integration is set up, using ID verification in Nutshell is straightforward:

1. When a new contact is added in Nutshell, the integration triggers an ID verification process using IdentityCheck.
2. IdentityCheck processes the information and verifies the contact’s identity.
3. The ID verification results are automatically updated in the respective contact’s profile in Nutshell.
4. You can view the verification status and further details directly within Nutshell.
5. Use this verified information for various business processes such as onboarding, compliance checks, and more.

Conclusion

Integrating IdentityCheck with Nutshell CRM streamlines ID verification processes and enhances the security of your customer interactions. By following the setup instructions provided, you can easily automate identity checks, saving time and ensuring compliance with regulatory requirements.