Step-by-step guide

Here are some instructions to get you started with your first verification.

Preparation

These steps will create the appropriate fields you need inside Pipedrive.

If you prefer, you can request a verification directly in IdentityCheck here.

1. Create an IdentityCheck account.
2. Connect IdentityCheck with Pipedrive (you’ll need to be a Pipedrive Admin, if you’re not, invite your Pipedrive Admin to IdentityCheck here).

Once these are complete, proceed to request your first verification.

Step 1: Open a Pipedrive Contact

Choose a Pipedrive contact you can test KYC with – e.g. yourself and select “IdentityCheck” from the drop-down.

Step 2: Confirm the IdentityCheck trigger

Clicking “Trigger” will send an email to the contact requesting they complete their identity check.

Step 3: Branded email is sent to the Contact

You can add your company logo and preferred wording in the KYC email customization settings.

Step 4: Contact completes Identity Check

The Contact opens a guided web browser session to take a picture of their Government-issued ID and a selfie.

Step 5: Track results via the Pipedrive Notes field

You can also create automated Reminders for clients here, and internal Notifications here.

Step 6: Review detailed results

If you are an IdentityCheck user, you can log in to see the KYC result.

If you have AML screening such as Adverse Media, PEP, and Sanctions, you can review the result on the same page.

Streamline Your Sales Process with Pipedrive

Pipedrive is a powerful, user-friendly CRM and pipeline management tool designed to help sales teams manage intricate sales processes with ease. Its intuitive interface and customizable features make it an ideal solution for businesses looking to optimize their sales activities and boost productivity.

Key Features of Pipedrive:

• Visual Sales Pipeline: Pipedrive’s visual pipeline interface allows you to track the progress of deals at a glance, ensuring no opportunity slips through the cracks.
• Customizable Stages: Tailor your pipeline stages to fit your unique sales process, giving you the flexibility to adapt as your business grows.
• Activity Reminders: Stay on top of your tasks with automated reminders, ensuring timely follow-ups and consistent communication with prospects.
• Detailed Reporting: Gain insights into your sales performance with detailed reports and analytics, helping you make data-driven decisions.
• Seamless Integrations: Pipedrive integrates with a variety of tools and applications, enhancing its functionality and fitting into your existing tech stack with ease.

With Pipedrive, sales teams can focus more on selling and less on administrative tasks. Its user-centric design and robust feature set make it a top choice for businesses looking to streamline their sales processes and drive growth.

Pipedrive’s Integration Capabilities

Pipedrive stands out for its extensive integration capabilities, allowing businesses to connect their CRM system with a wide range of applications and tools. This flexibility ensures that Pipedrive can seamlessly fit into any business’s existing technology ecosystem.

• Expansive Marketplace: Pipedrive’s Marketplace features a vast selection of integrations across various categories, including marketing, finance, customer support, and productivity tools.
• Custom Integrations: For unique business needs, Pipedrive allows the creation of custom integrations, offering endless possibilities to tailor the CRM to your specific requirements.
• API Access: Developers can utilize Pipedrive’s robust API to build custom functionalities, ensuring that the CRM works exactly how you need it to.
• Automation and Syncing: Automate workflows and sync data across different platforms, reducing manual data entry and increasing efficiency.

With its powerful integration capabilities, Pipedrive not only enhances its core CRM functionalities but also enables businesses to create a more connected and automated sales ecosystem. Explore the possibilities at Pipedrive Marketplace.

Discover how Pipedrive can transform your sales strategy by visiting www.pipedrive.com.