Introduction

Discover the seamless integration of IdentityCheck with Connect 365, the robust sales email automation tool designed to deliver personalized emails at scale. With its mission to enhance engagement and increase conversion, Connect 365 offers core features such as automated follow-ups, detailed analytics, and personalized email sequences. By layering IdentityCheck on top of these features, you can ensure that each contact is reliably verified, thereby increasing trust and compliance in your communications.

Why Connect IdentityCheck to Connect 365

Integrating IdentityCheck with Connect 365 extends the platform’s capabilities by enabling secure identity verification (ID verification) directly within your automated processes. Here are key benefits:

• Enhance Security: Automatically perform KYC checks as part of your email outreach, ensuring each communication reaches a verified individual.
• Streamline Processes: Reduce manual verification tasks, saving up to 30 minutes per client, as demonstrated in a recent case study with Wardle Partners (read more).
• Boost Trust and Reputation: Regularly verify identities within your client base to maintain a high standard of confidentiality and professional integrity.

Setting Up the Integration

1. Log into your Connect 365 account.
2. Navigate to the integrations dashboard.
3. Search for IdentityCheck in the provided marketplace.
4. Click “Connect” and follow the authorization prompts to grant IdentityCheck access.
5. Configure settings as per your business requirements, focusing on the level of identity verification needed.
6. Complete the setup by testing the integration with a sample workflow.

How It Works in Connect 365

Once integrated, IdentityCheck functions seamlessly within Connect 365. For example, as a new lead enters your email sequence, IdentifyCheck verifies their identity in real-time. Any discrepancy alerts you immediately, allowing you to address potential issues proactively and ensuring the integrity of your communication.

Frequently Asked Questions

How is data stored during identity verification? All data processed during ID verification is securely encrypted and stored per the latest GDPR standards.

Can the identity check process be customized? Yes, you can tailor the verification levels according to your specific compliance needs within the Integration settings.

What happens if an identity check is not completed? You will receive instant notifications within Connect 365, allowing your team to follow up and resolve the issue efficiently.

In Summary

Integrating IdentityCheck with Connect 365 not only fortifies your email automation with reliable identity verification but also boosts efficiency and trust across your operations. Begin your journey towards secure, verified communications today.