Kixie is a powerful sales engagement platform that enables teams to effectively communicate with leads and customers via calls, SMS, and integration with CRM systems. By leveraging voice and text automation, Kixie helps salespeople make more sales, reduce administrative tasks, and drive revenue. With the integration of IdentityCheck, performing ID verification for your contacts or leads has never been easier.

Uses for Kixie Customers in ID Verification

• Verify the identity of new leads or contacts before initiating business communication.
• Ensure higher levels of compliance by confirming the authenticity of customer information.
• Automate verification processes to save time and improve efficiency in your sales pipeline.

Setting Up IdentityCheck Integration with Kixie via Zapier

Follow these steps to set up IdentityCheck with Kixie through Zapier:

1. Log in to your Zapier account. If you don’t have one, sign up for free.
2. Once logged in, click on “Make a Zap.”
3. Choose Kixie as your trigger app and select the specific trigger event, such as “New Incoming Call” or “New SMS.”
4. Connect your Kixie account to Zapier by following the authentication prompts.
5. Next, set IdentityCheck as your action app in Zapier.
6. Select the “ID Verification” action event in IdentityCheck.
7. Connect your IdentityCheck account to Zapier.
8. Map the required fields from Kixie to IdentityCheck, such as contact details that need verification.
9. Test your Zap to ensure that it’s set up correctly and information flows as expected.
10. Turn on your Zap to activate the automation.

Using ID Verification with Kixie

Once the integration is set up, using ID verification becomes part of your automated workflow:

1. When a new lead or contact is added through Kixie, the automation sends the necessary details to IdentityCheck.
2. IdentityCheck performs the ID verification and sends the results back to your CRM or designated application.
3. You receive notifications of verified or flagged identities, enabling you to take appropriate actions.
4. Use the verification results to prioritize leads, improve communication strategies, and ensure compliance.

Integrating IdentityCheck with Kixie provides a seamless way to incorporate robust ID checks into your sales processes. Enhance your customer interactions by ensuring the authenticity of your leads and maintaining compliance with ease.