About SharpSpring

SharpSpring is an all-in-one revenue growth platform that helps businesses streamline their marketing and sales processes. With robust features like CRM, marketing automation, and analytics, SharpSpring empowers businesses to generate leads, convert deals, and drive growth effectively. For users of SharpSpring, integrating identity verification services can further enhance the platform’s capabilities, ensuring the authenticity of leads and reducing fraud.

Integrate IdentityCheck with SharpSpring

IdentityCheck provides comprehensive ID verification services that can be seamlessly integrated with SharpSpring via Zapier. This allows businesses to verify the identities of their leads directly within SharpSpring, enhancing security and trust.

Use Cases for ID Verification with SharpSpring

When using SharpSpring, verifying the identity of leads can be extremely beneficial. Here are some possible uses:

• Lead Authentication: Ensure that each lead is legitimate and not fraudulent.
• Reduce Chargebacks: Verify customer identities before proceeding to sales to minimize the risk of chargebacks.
• Regulatory Compliance: Meet industry-specific compliance requirements by verifying customer information.
• Improve Data Quality: Increase the accuracy of your CRM by validating the information provided by leads.

How to Set Up IdentityCheck with SharpSpring

1. Create a Zapier Account: If you haven’t already, sign up for a Zapier account.
2. Connect SharpSpring: Log in to Zapier, go to “My Apps,” and connect your SharpSpring account by following the prompts.
3. Connect IdentityCheck: Add IdentityCheck to your list of connected apps in Zapier the same way.
4. Create a New Zap: Click on “Make a Zap” in Zapier. Select SharpSpring as the trigger app and configure the desired trigger (e.g., new lead added).
5. Set Up IdentityCheck as the Action: Choose IdentityCheck as the action app and set up the action to perform the ID verification process.
6. Complete the Zap: Follow the on-screen instructions to complete and activate your new Zap.

How to Use ID Verification with SharpSpring

1. Enable the Zap: Ensure your Zap with IdentityCheck and SharpSpring is active in Zapier.
2. Trigger Verified Leads: When a new lead is added in SharpSpring, Zapier will automatically send the lead’s details to IdentityCheck for verification.
3. Monitor Results: Log in to SharpSpring to view the verification status of each lead. Verified leads are flagged accordingly.
4. Follow Up: Proceed with targeted follow-ups for verified leads, focusing your sales efforts on high-quality prospects.

By integrating IdentityCheck with SharpSpring, businesses can efficiently perform ID verification, ensuring that their leads are authentic and compliant. This powerful combination helps streamline processes, reduce risk, and enhance the quality of customer data.