What is Dealfront?

Dealfront is a robust platform designed to streamline sales processes, gather valuable business insights, and optimize customer relationships. With its comprehensive suite of tools, Dealfront enables sales teams to better manage leads, track customer interactions, and enhance overall productivity, ultimately driving business growth.

Why Use IdentityCheck with Dealfront?

Identity verification for leads

By integrating IdentityCheck with Dealfront, you can ensure that all leads are real and trustworthy, reducing the risk of fraudulent activities and enhancing the overall quality of your sales pipeline.

Customer onboarding

Use IdentityCheck during the customer onboarding process to verify the identity of new clients quickly and efficiently, ensuring regulatory compliance and a seamless customer experience.

Enhanced customer trust

Implementing ID verification through IdentityCheck can boost customer confidence by demonstrating a commitment to security and privacy. This can lead to stronger, more trustworthy customer relationships.

Setting Up IdentityCheck with Dealfront

Follow these steps to integrate IdentityCheck with Dealfront through Zapier:

1. Create a Zapier account: If you don’t already have one, sign up for a free account at Zapier.
2. Connect Dealfront: Navigate to the ‘My Apps’ section in Zapier, search for ‘Dealfront’, and connect your Dealfront account by following the on-screen instructions.
3. Connect IdentityCheck: Similarly, search for ‘IdentityCheck’ in the ‘My Apps’ section and connect your IdentityCheck account.
4. Create a new Zap: Click on ‘Make a Zap’, and choose Dealfront as the trigger app. Select the appropriate trigger event, like ‘New Lead’, and configure the trigger settings according to your needs.
5. Set IdentityCheck as the action app: Choose IdentityCheck as the action app in your Zap. Select the action event related to ID verification, like ‘Verify ID’, and configure the action settings accordingly.
6. Test and activate your Zap: Test your newly created Zap to ensure it’s working correctly. Once tested, activate the Zap to start verifying identities automatically.

Using IdentityCheck for ID Verification in Dealfront

Once you’ve set up the integration, follow these steps to use IdentityCheck for ID verification in Dealfront:

1. Monitor new leads: As new leads enter Dealfront, your Zap will automatically trigger IdentityCheck to verify their identities.
2. Review verification results: Check the verification outcomes provided by IdentityCheck within Dealfront. This will help you assess the authenticity of the leads.
3. Take appropriate actions: Based on the verification results, take necessary actions in Dealfront. For instance, prioritize verified leads for follow-up or flag suspicious leads for further review.

Integrating IdentityCheck with Dealfront through Zapier will streamline your ID verification processes, enhancing the security and quality of your sales pipeline. By leveraging these tools, you can ensure a seamless customer experience, maintain compliance, and foster stronger customer relationships.