Pipeline CRM Overview

Pipeline CRM is a powerful, user-friendly customer relationship management (CRM) tool. It helps businesses manage their sales pipeline, track leads, and close deals more efficiently. With its wide range of features, businesses can streamline sales processes, enhance customer relationships, and improve productivity.

Uses for ID Verification in Pipeline CRM

Integrating IdentityCheck with Pipeline CRM introduces an added layer of security and trust. Here are some possible uses for ID verification within Pipeline CRM:

• Lead Verification: Ensure that new leads are genuine by verifying their identities.
• Customer Onboarding: Simplify the onboarding process by verifying customer identities during registration.
• Fraud Prevention: Minimize the risk of fraud by validating the identities of customers and clients.
• Compliance: Ensure compliance with industry regulations that necessitate thorough ID checks.

Setting Up the Pipeline CRM and IdentityCheck Integration

Follow these steps to set up the integration between Pipeline CRM and IdentityCheck via Zapier:

1. Create Accounts: Ensure you have active accounts with Pipeline CRM, IdentityCheck, and Zapier.
2. Log in to Zapier: Sign in to your Zapier account.
3. Create a New Zap: Click on “Make a Zap” in Zapier’s dashboard.
4. Select Pipeline CRM: Choose Pipeline CRM as the trigger app and set the trigger event, such as “New Lead.”
5. Connect Pipeline CRM: Connect your Pipeline CRM account to Zapier by following the on-screen instructions.
6. Select IdentityCheck: Choose IdentityCheck as the action app and set the action event, such as “Verify ID.”
7. Connect IdentityCheck: Connect your IdentityCheck account to Zapier by following the on-screen prompts.
8. Configure the Zap: Map the relevant information from Pipeline CRM to IdentityCheck to complete the setup.
9. Test the Zap: Test the integration to ensure it works as expected.
10. Enable the Zap: Once testing is successful, turn on the Zap to activate the integration.

Using IdentityCheck with Pipeline CRM

Once the integration is set up, using IdentityCheck with Pipeline CRM is seamless. Here’s how:

1. Add New Leads: When a new lead is added to Pipeline CRM, it triggers the integration.
2. Automatic ID Verification: The lead’s information is automatically sent to IdentityCheck for verification.
3. Receive Verification Status: The verification status is returned to Pipeline CRM, allowing you to see which leads are verified.
4. Take Action: Based on the verification status, take appropriate actions such as progressing verified leads or investigating unverified ones.

With this integration, you ensure that your sales pipeline is populated with genuine, verified leads, enhancing the overall efficiency and security of your sales process.