Verify contacts from Zendesk Sell
Run compliance from inside Zendesk Sell. Checks start from a record and the result lands back on the client.
Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
Description supplied by Zendesk Sell.
What starts a check from Zendesk Sell
You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.
- KYC Command
What StackGo puts back on the record
The contact custom fields you create in Zendesk Sell and map in StackGo. What goes back to your CRM by default.
| Field | What it holds |
|---|---|
| KYC Command Outcome | The checkbox that starts a check. Unticked again once the check link is sent |
| KYC Status Outcome | Started, then Positive, Negative, Resubmission required, Expired or Review |
- Outcome Carries no identity data. Safe anywhere your team already works.
A native connector, set up once
Tick KYC Command on a contact; KYC Status shows the result.
Connect Zendesk Sell once from StackGo
A one-off set-up before your first check: install Zendesk Sell, create three contact custom fields in Sell, and map them in StackGo.
- Install on the Zendesk Sell card starts the connection.
- Zendesk Sell opens to sign in and allow access. Only when you install. StackGo never sees your password.
- Map your three custom fields. Create KYC Command, KYC Status and Verification Link on contacts in Zendesk Sell first, then choose them here.
From a contact in Zendesk Sell to a verified client
Once Zendesk Sell is connected, your team ticks one box. StackGo emails the contact on its next hourly sync, they verify on their phone, and the result comes back to the same contact.
- Tick KYC Command. On the contact in Zendesk Sell, then save.
- Picked up hourly. StackGo emails the check link and sets KYC Status to Started.
- The client verifies. A short form if you ask for one, then ID photo and selfie on their phone.
- Result on the contact. KYC Status shows the result.
- Full report in StackGo. Document, images and a timeline of the check, with a PDF for your records.
Tick KYC Command on the contact
Tick KYC Command on the contact and save.
- Tick KYC Command and save. StackGo checks Zendesk Sell every hour.
- The contact’s email is where the check link goes.
- KYC Status changes to Started when the check link goes out, and KYC Command is unticked.
On the client’s phone, a few minutes, nothing to type
Everything happens on the client’s own phone, from the email StackGo sends.
- Open the link. An email from IdentityCheck, sent on behalf of your business.
- A few questions (optional). Only if you have set up a form: details, consent or a few questions.
- Photograph the ID. Passport, driver licence or national ID card.
- Take a selfie. A quick photo to match their face to the ID.
The result lands on the Zendesk Sell contact
KYC Status shows the result on the contact your team already works in.
- KYC Command stays unticked, ready for the next check.
- KYC Status shows the result: Positive, Negative, Resubmission required, Expired or Review.
The result and the full report in StackGo
The 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.
Common questions about Zendesk Sell
What is Zendesk sell used for?
Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
How does StackGo connect to Zendesk Sell?
Natively. Click Install on the Zendesk Sell card under Integrations in StackGo and sign in to Zendesk to allow access. A Sell admin first creates three contact custom fields: KYC Command (a checkbox), KYC Status (a single select) and Verification Link (a link). Then you choose them in Zendesk Sell Settings and switch on Enabled.
How do I start a check from Zendesk Sell?
Tick KYC Command on the contact and save. StackGo checks Zendesk Sell every hour, emails the check link to the contact, unticks KYC Command and sets KYC Status to Started.
What is written back to Zendesk Sell?
KYC Status is set to the result: Positive, Negative, Resubmission required, Expired or Review. The full report is in StackGo. Checks start from contacts, not leads or deals.
Does it run AML checks?
Zendesk Sell starts an identity check: ID and selfie. Talk to us if you need AML checks started from Zendesk Sell.
What does the client have to do?
Open the email from IdentityCheck on their phone, answer a short form if you have set one up, photograph their ID and take a selfie.
How does my team find out the result?
StackGo emails the Notification Email set under Account, Notifications, with the result in the subject line and a link to the full report. The PDF report can be attached if you ask us to turn it on.
Zendesk Sell is made by getbase.com. We are not affiliated with them.
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