Freshdesk Overview

Freshdesk is a powerful customer support software that enables businesses to efficiently manage customer inquiries, track support tickets, and deliver exceptional customer service. It offers a wide range of features, including ticketing, automation, analytics, and more, making it a popular choice for customer support teams around the world.

Uses for ID Checks in Freshdesk

Integrating IdentityCheck with Freshdesk can significantly enhance the functionality and security of your customer support process. Here are some potential use cases:

• Verification of Customer Identity: Easily verify the identity of customers submitting tickets to ensure access to account-specific information is granted to the right person.
• Fraud Prevention: Prevent fraudulent activities by validating the identity of users requesting sensitive account changes or information.
• Streamlined KYC Processes: Integrate ID verification seamlessly into your Know Your Customer (KYC) process, making it faster and more reliable.

Setting Up the Integration

Follow these steps to set up the IdentityCheck integration with Freshdesk using Zapier:

1. Log in to your Zapier account. If you don’t have an account, create one.
2. Click on “Make a Zap” to start creating a new Zap.
3. In the “Trigger” step, select Freshdesk as the trigger app.
4. Choose a trigger event, such as “New Ticket” or “Updated Ticket,” depending on when you want the ID verification to occur.
5. Connect your Freshdesk account to Zapier by following the on-screen instructions.
6. Once your Freshdesk account is connected, set up the trigger by specifying the necessary details.
7. In the “Action” step, select IdentityCheck as the action app.
8. Choose the relevant action event, such as “Verify ID.”
9. Connect your IdentityCheck account to Zapier by following the on-screen instructions.
10. Map the required fields from Freshdesk to IdentityCheck to ensure the necessary information is passed for ID verification.
11. Test your Zap to ensure everything is set up correctly.
12. Once tested, turn on your Zap to activate the integration.

Using the Integration

After setting up the integration, using it is straightforward:

1. When a customer submits a ticket in Freshdesk, the trigger you set up in Zapier will activate.
2. Zapier will send the necessary information from Freshdesk to IdentityCheck for ID verification.
3. IdentityCheck will process the ID verification using the provided information.
4. The results of the ID verification (e.g., verified, failed) will be sent back to Freshdesk, updating the ticket accordingly.
5. Your support team can then take the appropriate action based on the ID verification result, ensuring secure and verified customer interactions.

Integrating IdentityCheck with Freshdesk through Zapier streamlines ID verification processes, enhancing the security and efficiency of your support operations. This seamless integration helps ensure that customer interactions are both secure and verified, safeguarding sensitive information and preventing fraud.