Callingly is an efficient call automation platform designed to connect salespeople with online leads swiftly. By integrating IdentityCheck, businesses benefit from reliable ID verification, significantly enhancing the security and efficacy of their client interactions.

Why Connect IdentityCheck to Callingly

Integrating IdentityCheck with Callingly allows companies to streamline their onboarding process, ensuring that potential leads are both genuine and ready for engagement. Serving both startups and established firms, this integration supports a seamless Know Your Customer (KYC) process, reducing fraud risks and enhancing client trust.

In one example, Guardian Tax Solutions utilized IdentityCheck to cut onboarding time by 90%, demonstrating how effective identity verification enhances overall efficiency.

Setting Up the Integration

1. Log in to your Callingly account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Enter your IdentityCheck credentials to link your accounts.
4. Customize your verification settings to suit your business needs.
5. Enable the integration, and start using IdentityCheck within Callingly.

How It Works in Callingly

Once integrated, IdentityCheck operates seamlessly within the Callingly platform. For instance, a recruiter can verify a freelancer’s identity before initiating a phone call or granting access to sensitive information. This ensures all interactions are secure and trustworthy from the start.

Frequently Asked Questions

Where is my data stored?
IdentityCheck stores your data securely in compliance with global data protection regulations, ensuring confidentiality.

Can I customize the verification message?
Yes, IdentityCheck allows you to personalize verification messages to align with your brand’s tone and requirements.

What if someone doesn’t complete the ID check?
In such cases, Callingly will notify you, enabling follow-up actions to ensure essential verifications are completed.

In Summary

Integrating IdentityCheck with Callingly equips businesses with a robust solution for identity verification, improving security and trust across client communications. Save time and reduce fraud risks with efficient KYC checks seamlessly built into your call automation process.