Dialpad: A Comprehensive Communication Platform

Dialpad is a leading cloud-based communication platform that provides voice, messaging, video, and contact center solutions. With Dialpad, businesses can engage with customers more effectively, improve internal collaboration, and streamline communications across various channels.

Why Use ID Verification with Dialpad?

Integrating IdentityCheck with Dialpad adds an extra layer of security, ensuring that every communication is verified and secure. This is especially useful for industries such as finance, healthcare, and legal, where sensitive information is often exchanged.

Possible uses for ID checks with Dialpad include:

• Verifying customer identities before discussing sensitive information.
• Ensuring only authorized individuals can access certain services or information.
• Streamlining the onboarding process by verifying new customers or employees.

Setting Up Your IdentityCheck and Dialpad Integration

Follow these easy steps to set up IdentityCheck with Dialpad through Zapier:

1. Create accounts on both IdentityCheck and Zapier, if you have not already done so.
2. Log in to Zapier, and click on the “Make a Zap” button.
3. Search for Dialpad and select it as your trigger app.
4. Choose a trigger event within Dialpad, such as receiving a new call.
5. Connect your Dialpad account to Zapier by following the authentication steps.
6. Next, search for IdentityCheck and select it as your action app.
7. Select the action event, which could be verifying a user or updating a verification status.
8. Connect your IdentityCheck account to Zapier by following the authentication steps.
9. Map the necessary fields between Dialpad and IdentityCheck to ensure information flows correctly.
10. Test your Zap to make sure it works as expected, and then turn it on.

Using ID Verification with Dialpad

Once your IdentityCheck and Dialpad integration is set up, here’s how to use ID verification effectively:

1. Whenever you receive a call or message in Dialpad, your predefined trigger will activate the IdentityCheck process through Zapier.
2. IdentityCheck will proceed to verify the user based on the information provided, such as phone number, email, or ID documents.
3. Once the verification is complete, IdentityCheck will automatically update the status in your database or CRM.
4. You will receive feedback within Dialpad, allowing you to proceed with confidence, knowing the user has been verified.

This seamless integration not only secures your communications but also enhances your workflow by automating the ID verification process.

Conclusion

Integrating IdentityCheck with Dialpad through Zapier provides an automated, reliable, and secure way to handle ID verification. This ensures that your communications are protected and that you are interacting with verified individuals, thereby reducing the risk of fraud and unauthorized access. Set up your integration today to boost your security and operational efficiency.