Streamline Your Workflows: Integrating Zoho CRM with IdentityCheck

Zoho CRM is a powerful customer relationship management software designed to help businesses attract, retain, and satisfy customers to grow their business. With comprehensive features such as contact management, sales pipeline tracking, and automation, Zoho CRM simplifies sales processes and boosts productivity. Now, integrating Zoho CRM with IdentityCheck can take your workflows a step further by seamlessly incorporating ID verification into your customer management processes.

Enhancing Zoho CRM with ID Verification

ID verification is a crucial step for many businesses, particularly those in finance, legal, and customer service sectors. Using IdentityCheck, users of Zoho CRM can efficiently verify customer identities, ensuring compliance and reducing fraud risks. Some possible uses include:

• Onboarding New Customers: Automatically validate customer IDs during the onboarding process to ensure their authenticity.
• Transaction Verification: Verify customer IDs before processing high-value transactions to minimize risks.
• Regulatory Compliance: Meet KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations by integrating ID checks into your workflow.
• Contract Management: Ensure that the individuals signing contracts are who they claim to be with ID verification checks.

How to Set Up Integration

Integrating IdentityCheck with Zoho CRM via Zapier is straightforward. Follow the steps below:

1. Create Accounts: Ensure you have active accounts on Zoho CRM, IdentityCheck, and Zapier.
2. Connect Zoho CRM in Zapier:
   • Log in to your Zapier account.
   • Click on “My Apps” in the left sidebar.
   • Select “Connect a new account” and search for Zoho CRM.
   • Follow the prompts to link your Zoho CRM account to Zapier.
3. Connect IdentityCheck in Zapier:
   • Search for IdentityCheck under “Connect a new account”.
   • Follow the steps to link your IdentityCheck account to Zapier.
4. Create a Zap:
   • Click on “Make a Zap” on the Zapier dashboard.
   • Select Zoho CRM as the trigger app and configure the trigger event (e.g., new contact). This will initiate the zap when a new contact is created in Zoho CRM.
   • Add IdentityCheck as the action app. Configure the action event (e.g., ID verification) to verify the new contact’s ID.
   • Test the zap to ensure it’s working correctly.

How to Use the Integration

Once the integration is set up, using it is seamless:

1. Add a New Contact: When you add a new contact in Zoho CRM, the zap automatically triggers the ID verification process via IdentityCheck.
2. View Verification Results: Once IdentityCheck completes the ID verification, the results are updated in Zoho CRM. This might include status updates, flags for issues, or verification success notifications.
3. Automate Workflows: Based on the ID verification results, automate follow-up actions such as sending a welcome email, scheduling a call, or flagging the contact for manual review.

By integrating Zoho CRM with IdentityCheck, businesses can significantly improve their customer onboarding processes, reduce fraud, and ensure compliance with regulatory requirements. This seamless integration saves time and provides peace of mind that your customers are who they claim to be.