Integration of IdentityCheck with Redtail CRM for Enhanced ID Verification

Redtail CRM is a comprehensive client relationship management platform tailored for financial advisors. It streamlines client data, scheduling, and communication to foster better client relationships and efficient operations. Integrating Redtail CRM with IdentityCheck simplifies the process of ID verification, providing enhanced security and compliance for your client onboarding process.

Benefits of Using IdentityCheck for ID Verification in Redtail CRM

For users of Redtail CRM, incorporating ID verification can be highly beneficial:

• Enhanced Security: Ensure that the person you are communicating with is who they claim to be, reducing the risk of fraud.
• Compliance: Meet regulatory requirements for ID checks during client onboarding.
• Streamlined Workflow: Automate verification processes to save time and improve efficiency.
• Accurate Records: Maintain accurate and verified client information within your CRM.

Setting Up IdentityCheck with Redtail CRM via Zapier

To set up IdentityCheck with Redtail CRM using Zapier, follow these steps:

1. Sign Up on Zapier: If you don’t have a Zapier account, sign up at Zapier.
2. Create a New Zap: Once logged in, click on “Make a Zap.”
3. Select Redtail CRM as the Trigger App: Search for Redtail CRM and select it. Choose the appropriate trigger, such as “New Contact.”
4. Connect Your Redtail CRM Account: Follow the prompts to connect your Redtail CRM account to Zapier.
5. Choose IdentityCheck as the Action App: Search for and select IdentityCheck. Choose an action related to ID verification, such as “Verify ID.”
6. Connect Your IdentityCheck Account: Follow the prompts to link your IdentityCheck account.
7. Configure the Action: Set up the details of the ID verification process, such as which fields to check and what information to verify.
8. Test Your Zap: Run a test to ensure that the integration works correctly.
9. Turn On Your Zap: Once tested, turn on the Zap to enable the integration.

Using ID Verification in Redtail CRM

After setting up the integration, using ID verification in Redtail CRM becomes seamless:

1. Create or Update a Contact: Whenever you create or update a contact in Redtail CRM, the Zapier integration will automatically trigger the ID verification process.
2. Verification Request: IdentityCheck will receive the request and initiate the ID verification based on the configurations you set up during the integration.
3. Verification Results: The results of the ID verification will be sent back to Redtail CRM, updating the contact with verification status and details.

By integrating IdentityCheck with Redtail CRM, you can enhance your client onboarding process with robust ID verification, ensuring both security and compliance. This integration streamlines workflow, saves time, and offers peace of mind by ensuring that all client data within your Redtail CRM is verified and accurate.

Explore the benefits of ID verification with IdentityCheck today and transform your client relationship management with Redtail CRM.