About Zendesk Sell

Zendesk Sell is a powerful CRM tool designed to enhance productivity, processes, and pipeline visibility for sales teams. With features like email tracking, call recording, and pipeline management, it helps sales professionals close deals more efficiently.

Potential Uses for ID Checks in Zendesk Sell

Integrating IdentityCheck with Zendesk Sell can provide seamless and reliable ID verification for various user scenarios:

• Lead Qualification: Authenticate the identity of potential leads to ensure quality before investing sales resources.
• Contract Finalization: Verify client identities before the execution of sales contracts to avoid fraud.
• Customer Onboarding: Simplify the customer onboarding process by verifying identities directly within Zendesk Sell.
• Regional Compliance: Ensure compliance with local regulations by verifying customer identities as required.

Setting Up IdentityCheck with Zendesk Sell

1. Sign Up/Log In: Ensure you have accounts on both IdentityCheck and Zapier. If you don’t, create them.
2. Access Zapier: Log in to your Zapier account.
3. Connect Zendesk Sell: From the Zapier dashboard, click on “Connected Accounts” and search for “Zendesk Sell”. Follow the instructions to connect your Zendesk Sell account.
4. Connect IdentityCheck: Similarly, search for “IdentityCheck” in “Connected Accounts” and follow instructions to link your IdentityCheck account.
5. Create a Zap: Click “Make a Zap”. Choose Zendesk Sell for the trigger app and select the trigger event, such as “New Lead”.
6. Action Setup: For the action app, select IdentityCheck and choose an action like “Verify ID”. Map the necessary fields from Zendesk Sell to IdentityCheck.
7. Test & Activate: Test the Zap to ensure it works correctly. Once verified, turn on your Zap.

Using ID Verification in Zendesk Sell

1. Lead Creation: When a new lead is created in Zendesk Sell, the configured Zap triggers an ID verification request to IdentityCheck automatically.
2. Notification: Sales agents receive a notification in Zendesk Sell once the ID verification is complete, along with the verification status.
3. Actionable Data: Use the ID verification data to make informed decisions, such as qualifying leads or moving them through the sales pipeline.

By integrating IdentityCheck with Zendesk Sell, sales teams can enhance their processes with secure and automated ID verification, ensuring higher quality leads, secure transactions, and a streamlined sales workflow.