Overview of Lead Score by Zapier

Lead Score by Zapier is a powerful tool that evaluates and scores your leads, allowing businesses to prioritize and follow up with the most promising prospects. By leveraging data from various sources, this tool assigns a numerical value to each lead, enhancing your sales and marketing strategies.

Using Lead Score by Zapier for ID Checks

Integrating IdentityCheck with Lead Score by Zapier can streamline your ID verification process. This connection can help businesses verify their leads’ identities seamlessly, ensuring greater security and trust. Some possible uses include:

• Validating the identity of new leads to prevent fraud.
• Enhancing customer onboarding processes by automating ID checks.
• Streamlining compliance procedures with automatic ID verification.

How to Set Up IdentityCheck with Lead Score by Zapier

1. Log in to your Zapier account.
2. Navigate to the “My Apps” section.
3. Click on “Connect a new account” and search for IdentityCheck.
4. Authorize Zapier to access your IdentityCheck account.
5. Repeat the process to connect your Lead Score by Zapier account.
6. Once both accounts are connected, go to the “Zaps” tab.
7. Click on “Make a Zap”.
8. Select Lead Score by Zapier as the trigger app and set the trigger event (e.g., new lead score).
9. Select IdentityCheck as the action app and set the action event (e.g., ID Verification).
10. Map the necessary fields between Lead Score by Zapier and IdentityCheck.
11. Test the Zap to ensure it works correctly.
12. Name your Zap and turn it on.

How to Use IdentityCheck with Lead Score by Zapier

1. Ensure your Zap between Lead Score by Zapier and IdentityCheck is active.
2. When a new lead is scored in Lead Score by Zapier, the predefined Zap will trigger the ID verification process in IdentityCheck.
3. IdentityCheck will process the lead’s information, verifying the ID and returning the result to your system.
4. You can monitor and review the ID verification results within your IdentityCheck dashboard.
5. If any issues arise, you can make adjustments in your Zap configuration to better suit your workflow.
6. Use the insights from both Lead Score by Zapier and IdentityCheck to make informed decisions on lead prioritization and follow-up actions.

By connecting IdentityCheck with Lead Score by Zapier, businesses can effectively manage their leads and ensure the authenticity of their customer base. This integration not only saves time but also adds an extra layer of security to your lead management process.