Overview of Salesflare

Salesflare is a robust CRM platform designed specifically for small and medium-sized businesses. This intelligent tool helps streamline customer relationship management by automating data entry, tracking interactions, and providing valuable insights for better decision-making. Salesflare integrates seamlessly with various applications to enhance its capabilities further.

Using Identity Verification with Salesflare

Integrating IdentityCheck with Salesflare can significantly improve your customer onboarding and verification process. By automating ID checks, businesses can enhance security, ensure compliance, and streamline operations. Whether you’re verifying customer identities to prevent fraud or ensuring compliance, this integration can save you valuable time and resources.

Possible Uses for ID Checks in Salesflare

• Verify customer identities during onboarding.
• Enhance security in customer interactions.
• Automate compliance checks to meet regulatory requirements.
• Reduce fraud by confirming the authenticity of customer information.

Setting Up the Integration

Step-by-Step Instructions

1. Sign up for an account on both IdentityCheck and Salesflare if you haven’t done so already.
2. Go to the Zapier website and log in to your account.
3. Click on the “Make a Zap” button to create a new zap.
4. Choose Salesflare as your trigger app and select a trigger event, like “Contact Created” or “New Lead”.
5. Connect your Salesflare account to Zapier by following the prompts and allowing necessary permissions.
6. Next, choose IdentityCheck as the action app and select the “Verify Identity” event.
7. Connect your IdentityCheck account to Zapier and grant the required permissions.
8. Map the required fields from Salesflare to IdentityCheck for accurate ID verification.
9. Review your zap settings and test the trigger to ensure everything is set up correctly.
10. Once the test is successful, turn on your zap to start automating ID verification with Salesflare.

Using Identity Verification in Salesflare

How to Use the Integration

After setting up the integration, using IdentityCheck with Salesflare is straightforward:

• Create or update a customer profile in Salesflare.
• The integration automatically triggers an ID verification process via IdentityCheck.
• IdentityCheck analyzes the submitted information and verifies the ID.
• The verification results are then updated in your Salesflare account for review.

This seamless process ensures that your customer information is authenticated, helping you maintain a secure and compliant environment.