Salesmate is a comprehensive sales CRM solution designed to streamline sales processes, manage customer relations, and boost overall productivity. With the integration of IdentityCheck and Salesmate through Zapier, users can perform swift and reliable ID verifications directly within their Salesmate workflows, ensuring seamless identity checks and enhancing security measures.

Why Use ID Verification with Salesmate?

Performing ID verification within Salesmate can significantly benefit businesses by helping authenticate customer identities easily and reducing fraud. Here are some useful scenarios:

• Lead Verification: Instantly verify the identity of new leads to ensure they are genuine and belong to real individuals.
• Onboarding Process: Streamline customer onboarding by automating ID checks and reducing manual verification efforts.
• Client Verification: Consistently verify existing clients during transactions or critical actions to maintain security and compliance.

Setting Up IdentityCheck with Salesmate

To enable IdentityCheck for your Salesmate account via Zapier, follow these steps:

1. Visit Zapier’s Salesmate Integrations page.
2. Sign in to your Zapier account. If you don’t have one, create a new Zapier account.
3. Search for the IdentityCheck app within Zapier and select it.
4. Authorize Zapier to access your IdentityCheck and Salesmate accounts to set up the integration.
5. Create a new Zap (Zapier’s term for workflow automation). Select Salesmate as the trigger app and choose the trigger event, such as a new lead or client update.
6. Choose IdentityCheck as the action app and select the action event, like initiating an ID verification.
7. Map the necessary fields between Salesmate and IdentityCheck to ensure data flows accurately.
8. Test the Zap to make sure everything works correctly, and turn it on.

How to Use ID Verification in Salesmate

Once set up, ID verification within Salesmate can be used in various ways:

• Automated ID Verification: Set triggers in Salesmate to automatically initiate ID verification through IdentityCheck when new leads or clients are added.
• Manual ID Verification: Use manual triggers within Salesmate to start ID verification processes on-demand for specific clients.
• Real-time Notifications: Get instant notifications in Salesmate when an ID verification is completed, ensuring prompt actions on verified leads or clients.

By integrating IdentityCheck with Salesmate via Zapier, you can automate crucial ID verification tasks, leading to more secure and efficient customer management processes.