Introduction

Pipeliner Cloud is a next-generation sales CRM software that empowers sales teams to foster profitable customer relationships. When paired with IdentityCheck, a powerful identity verification tool, it elevates user authentication processes, ensuring secure and efficient operations. IdentityCheck seamlessly integrates with Pipeliner Cloud, providing robust solutions for onboarding and KYC checks, vital for both startups and established enterprises.

Why Connect IdentityCheck to Pipeliner Cloud

IdentityCheck enhances Pipeliner Cloud by streamlining the ID verification process, reducing the time spent on manual identity checks. Whether you’re onboarding new clients or conducting regular identity checks, the integration ensures that your operations are smooth and secure. In one example, Fullstack Advisory achieved TPB compliance with a one-click solution using IdentityCheck. Read the case study here.

With IdentityCheck, users can effortlessly manage identity verification processes directly from Pipeliner Cloud, enhancing the efficiency of client interactions. This integration significantly mitigates fraud risks by ensuring that every client is accurately verified before moving forward with business transactions.

Setting Up the Integration

1. Log in to your Pipeliner Cloud account.
2. Navigate to the ‘Integrations’ section in your dashboard.
3. Select ‘IdentityCheck’ from the list of available integrations.
4. Follow the prompts to authorize and connect IdentityCheck to your Pipeliner Cloud account.
5. Set up your verification rules and notifications preferences.
6. Test the ID verification process with a sample client to ensure everything is functioning properly.

How It Works in Pipeliner Cloud

Inside Pipeliner Cloud, IdentityCheck offers a seamless user experience. For instance, when onboarding a new client, the system triggers an identity check to verify the client’s credentials. This could be akin to a recruiter verifying freelancers before granting access to sensitive company resources. The result is a comprehensive identity verification process that enhances security without interrupting workflow.

Frequently Asked Questions

• Where is my data stored? Your data is securely stored within the compliant systems of IdentityCheck, ensuring privacy and protection.
• Can I customize the verification message? Yes, IdentityCheck allows you to tailor the verification message to suit your branding needs.
• What if someone doesn’t complete the ID check? You will be notified of any incomplete checks, and you can automatically send reminders or follow-up manually.

The Smart Way to Verify in Pipeliner Cloud

Integrating IdentityCheck with Pipeliner Cloud is a smart step towards enhancing your security infrastructure. This integration not only simplifies the identity verification process but also adds an additional layer of protection, ensuring your customer relationships are built on a foundation of trust and security.