What is Streak?

Streak is a powerful CRM tool integrated directly within Gmail, allowing businesses to manage customer relationships, sales pipelines, and workflows without leaving their inbox. Streak helps streamline communication, facilitate collaboration, and automate workflow, making it an essential tool for any organization looking to enhance productivity.

Benefits of Integrating IdentityCheck with Streak for ID Verification

By integrating IdentityCheck with Streak, users can seamlessly conduct ID verification during various stages of their workflow. Here are some practical uses:

• Onboarding New Clients: Quickly verify client identities directly from Streak, ensuring compliance and reducing fraud risk.
• Authenticating Service Requests: Verify the identity of individuals making service requests to prevent unauthorized access.
• Managing Sensitive Transactions: Conduct thorough ID checks for transactions requiring additional security within your sales pipeline.

Setting Up the Integration

Integrating IdentityCheck with Streak through Zapier is straightforward. Follow these steps:

1. Sign in to your Zapier account.
2. Click on "Make a Zap" to create a new workflow.
3. Choose Streak as your trigger app and select the trigger event you want to initiate the ID verification.
4. Connect your Streak account by following the prompts.
5. Select IdentityCheck as your action app and choose the appropriate action event (e.g., "Verify ID").
6. Connect your IdentityCheck account and map necessary fields between Streak and IdentityCheck.
7. Test the integration to ensure it functions correctly and then activate your Zap.

How to Use IdentityCheck in Streak

Once set up, using IdentityCheck in Streak allows you to perform ID verifications effortlessly. Here's how:

• Automated Verifications: When a specific trigger event occurs in Streak, IdentityCheck will automatically initiate the ID verification process, saving you time and ensuring consistency.
• Manual Verifications: If needed, you can manually trigger an ID verification from within the Streak pipeline by using the action configured during the setup.
• Track Verification Status: Monitor the status and outcomes of ID verifications directly within your Streak CRM, allowing you to keep a centralized record of verification activities.

Conclusion

Integrating IdentityCheck with Streak through Zapier enhances your ability to perform secure, efficient, and automated ID verification within your workflow. Follow the setup instructions to streamline your verification processes, mitigate fraud risks, and ensure compliance with ease.