Introduction

Shape is a dynamic CRM and marketing automation platform designed to streamline sales and boost productivity. IdentityCheck seamlessly integrates with Shape, offering a robust solution for identity verification. This integration brings added layers of security and efficiency, perfect for organizations seeking to automate their sales and marketing processes.

Why Connect IdentityCheck to Shape

Integrating IdentityCheck with Shape empowers businesses to conduct comprehensive KYC checks, enhancing onboarding processes and significantly reducing fraud risks. Performing ID verification within Shape allows teams to work smarter, not harder, by streamlining compliance and customer trust-building activities.

In one example, Guardian Tax Solutions was able to cut their onboarding time by 90%, showcasing how powerful this integration can be in practice.

Setting Up the Integration

1. Log into your Shape account and navigate to the ‘Integrations’ tab.
2. Select ‘IdentityCheck’ from the list of available integrations.
3. Follow the on-screen instructions to authenticate and link your IdentityCheck account.
4. Configure your verification settings to suit your specific business needs.
5. Save your settings and start utilizing IdentityCheck for seamless ID verification in Shape.

How It Works in Shape

Once integrated, IdentityCheck functions as a powerful verification tool within Shape. For example, a recruiter can verify identities of potential freelancers before granting access to sensitive resources. The integration automatically captures verification results, letting you focus on growing your business.

Frequently Asked Questions

• Where is my data stored? Your data is securely stored in IdentityCheck’s encrypted cloud servers, ensuring privacy and compliance.
• Can I customize the verification message? Yes, you can tailor verification messages to align with your brand voice and customer communication style.
• What if someone doesn’t complete the ID check? IdentityCheck allows for follow-up reminders or alternative verification methods to ensure completion.

Secure, Simple ID Checks Built In

Integrating IdentityCheck with Shape delivers a seamless and efficient identity verification experience. By combining Shape’s robust CRM capabilities with IdentityCheck’s advanced verification tools, businesses can ensure secure and trusted customer interactions, putting compliance and customer satisfaction at the forefront.