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Walkthrough: verify a person from Pipedrive

How the StackGo and Pipedrive integration verifies a client's identity, step by step: trigger IdentityCheck from the person; on the client’s phone, a few minutes, nothing to type; the result lands on the Pipedrive person; the result and the full report in StackGo.
  1. 0:00Start the check in Pipedrive
  2. 0:19The client verifies on their phone
  3. 0:39The result comes back

How a client ID check works with Pipedrive

  1. Trigger IdentityCheck from the personOpen the person, choose IdentityCheck from the … menu, and press Trigger.
  2. On the client’s phone, a few minutes, nothing to typeEverything happens on the client’s own phone, from the email StackGo sends.
  3. The result lands on the Pipedrive personThe result lands on the person your team already works in, with a note in their notes.
  4. The result and the full report in StackGoThe report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.

Setup, the fields written back and common questions are on the Pipedrive integration page.

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