Hatch Overview

Hatch is a versatile application that streamlines customer communication and lead management. Designed to boost engagement and collaboration, Hatch facilitates smoother communication across different channels, making it an essential tool for businesses looking to improve their customer interactions and sales processes.

Why Integrate with IdentityCheck for ID Verification

For users of Hatch, integrating with IdentityCheck enhances the platform’s capabilities by adding robust ID verification functionality. This integration helps businesses quickly and securely verify customer identities, which is crucial for compliance, fraud prevention, and building trust with clients.

Use Cases for Hatch Users

• Customer Onboarding: Save time during onboarding by automating ID verification.
• Lead Qualification: Verify leads before investing time and resources.
• Compliance Needs: Meet regulatory requirements with reliable ID checks.
• Fraud Prevention: Protect your business from fraudulent activities.

Setting Up the Integration

1. Sign up or log in to your IdentityCheck account.
2. Go to your IdentityCheck dashboard and navigate to the Integrations section.
3. Select Zapier from the list of available integrations.
4. Follow the prompts to connect your IdentityCheck account with Zapier.
5. Log in to your Zapier account and search for the Hatch app.
6. Create a new Zap by selecting IdentityCheck as the trigger app and Hatch as the action app.
7. Configure the desired actions and conditions for your Zap and save it.

Using ID Verification with Hatch

Once you’ve set up the integration, using ID verification with Hatch becomes straightforward:

1. Log in to your Hatch account.
2. Navigate to your customer management or lead management section.
3. Select the customer or lead you wish to verify.
4. Trigger the ID verification process using the Zap you created.
5. Monitor the verification status and results directly in Hatch.

This seamless integration not only enhances your workflow but also ensures that the critical task of ID verification is handled efficiently and accurately, directly within the Hatch platform.