Brief Description of Customer Fields

Customer Fields is a dynamic tool that enhances user experience by enabling businesses to customize customer data collection. By integrating seamlessly into your website, Customer Fields helps you gather detailed information about your customers, enabling personalized marketing strategies and improved data management.

Uses for Users of Customer Fields in ID Verification

Integrating IdentityCheck with Customer Fields opens up numerous possibilities for businesses that require ID verification as part of their customer management process:

• Enhanced Security: Automatically verify customer identities, reducing the risk of fraud.
• Streamlined Onboarding: Simplify the customer sign-up process by verifying identities in real-time.
• Regulatory Compliance: Ensure adherence to Know Your Customer (KYC) regulations.

How to Set Up IdentityCheck with Customer Fields Using Zapier

Follow these steps to set up the integration:

1. Create an account on both IdentityCheck and Customer Fields if you haven’t already.
2. Log into your Zapier account.
3. Click on “Make a Zap” in your Zapier dashboard.
4. Select “Customer Fields” as the trigger app and configure the trigger event, such as “New Customer Submission.”
5. Connect your Customer Fields account to Zapier if it’s not connected already.
6. Select “IdentityCheck” as the action app and choose the “Verify ID” action.
7. Configure the action with the necessary information from Customer Fields to carry out the ID verification.
8. Test the Zap to ensure it’s working correctly.
9. Activate the Zap to start using the integration.

How to Use the Integration for ID Verification

Once set up, using the integration is straightforward:

• When a customer submits their details through Customer Fields, the information is automatically sent to IdentityCheck via Zapier.
• IdentityCheck processes the information and verifies the customer’s ID against documented criteria.
• You will receive the verification results directly in your CRM or specified application areas, enabling you to take the necessary next steps.

This powerful integration tool leverages IdentityCheck’s robust verification capabilities, ensuring that your business remains secure while providing a seamless user experience.