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smartercontact

Smarter Contact is an SMS provider that helps professionals close more deals. In addition, the software serves as an efficient and flexible CRM that allows clients to track their customers from initial contact to close!

How IdentityCheck works with smartercontact

Integrate IdentityCheck with SmarterContact for Seamless ID Verification

SmarterContact is a powerful SMS marketing automation tool designed to help businesses streamline their communication processes. By allowing users to send, track, and manage SMS campaigns, SmarterContact enhances the efficiency of reaching out to customers and leads. To add an extra layer of security and trust, SmarterContact users can now integrate it with IdentityCheck for seamless ID verification processes. This integration ensures that communications are sent only to verified individuals, reducing fraud risk and enhancing customer trust.

Use Cases for SmarterContact Users

Integrating IdentityCheck with SmarterContact can be beneficial in various scenarios:

  • Customer Onboarding: Simplify and secure the onboarding process by ensuring that new customers are who they claim to be.
  • Transaction Verification: Verify the identity of users before approving significant transactions or changes to their accounts.
  • Marketing Compliance: Ensure that communication campaigns are compliant by verifying recipient identities, thus reducing the risk of reaching out to incorrect or fraudulent contacts.

Setting Up the Integration

Follow these steps to integrate IdentityCheck with SmarterContact:

  1. Create Accounts: Ensure you have active accounts on both IdentityCheck (https://stackgo.io/identitycheck) and SmarterContact (https://zapier.com/apps/smartercontact/integrations).
  2. Log in to Zapier: Access your Zapier account and navigate to the ‘Make a Zap’ section.
  3. Select Apps: Choose SmarterContact as your trigger app and IdentityCheck as your action app.
  4. Set Triggers: Configure the SmarterContact event that will trigger the ID verification process (e.g., new customer entry).
  5. Set Actions: Define the action that IdentityCheck will take (e.g., send a verification request to the new customer’s contact number).
  6. Test the Integration: Test the Zap to ensure it works as expected. Adjust any settings if necessary.
  7. Activate: Once confirmed, activate your Zap to start the automated ID verification process.

Using the Integration

Once the integration is set up, you can streamline ID verification in your SmarterContact workflows as follows:

  • Automated Verification: Whenever a new contact is added to SmarterContact, the integration will automatically initiate an ID verification request via IdentityCheck.
  • Verification Status: Keep track of verification statuses directly in your SmarterContact dashboard. Only engage with verified contacts knowing that their identities are confirmed.
  • Enhanced Security: Use ID verification data to make informed decisions about communication and transactions, enhancing the overall security and integrity of your operations.

Integrating IdentityCheck with SmarterContact is a practical solution that enhances user security and trust through reliable ID verification processes. Follow the steps above to seamlessly set up and use this powerful integration.

About smartercontact
Smarter Contact is an SMS provider that helps professionals close more deals. In addition, the software serves as an efficient and flexible CRM that allows clients to track their customers from initial contact to close!