About Ontraport

Ontraport is a powerful CRM and automation platform designed to help businesses manage their customer relationships, marketing efforts, and sales processes all in one place. It offers robust tools for email marketing, lead generation, task management, and more, enabling businesses to automate their workflows and improve efficiency.

Integrating IdentityCheck with Ontraport

For users of Ontraport, integrating IdentityCheck brings a new layer of security and trust by incorporating seamless ID verification into your workflows. Here’s how you can take advantage of this integration to streamline your customer onboarding and compliance processes.

Possible Uses for ID Verification in Ontraport

• Customer Onboarding: Automatically verify new customers’ identities to ensure they are who they say they are.
• Fraud Prevention: Implement ID verification checks to mitigate risks associated with fraudulent activities.
• Compliance: Meet regulatory requirements by verifying client identities during data collection and storage processes.

Setting Up IdentityCheck Integration with Ontraport

1. Login to your Zapier account and navigate to the integration setup page.
2. Select Ontraport as the trigger app and configure the trigger event you want to initiate the ID verification process.
3. Next, choose IdentityCheck as the action app and select the ID verification action you want to perform.
4. Connect your Ontraport and IdentityCheck accounts to Zapier by following the on-screen prompts.
5. Map the necessary fields between Ontraport and IdentityCheck to ensure information flows correctly.
6. Test the integration to make sure everything is working as expected and save your Zap.

Using IdentityCheck for ID Verification in Ontraport

Once your integration is set up, using IdentityCheck for ID verification within Ontraport is straightforward:

1. Whenever a new customer is added to Ontraport, the integration will automatically trigger the ID verification process.
2. IdentityCheck will process the verification request and update the customer’s record in Ontraport with the verification status.
3. You can view the verification results directly in Ontraport, allowing you to take any necessary actions based on the results.

By integrating IdentityCheck with Ontraport, you can enhance your customer verification processes, reduce the risk of fraud, and ensure compliance with regulatory standards, all within your existing workflow.