RapidVerify is a cutting-edge integration for Pipedrive that streamlines the income and identity verification process for your contacts. As a salesperson or business owner, knowing your customer is an essential part of establishing trust and credibility. RapidVerify makes this easier and more efficient by natively embedding itself into the Pipedrive CRM.

Key Features:

1. Automated Verification Requests: Elevate your workflow with the ability to automatically initiate identity and income verification as deals move through specified stages in Pipedrive. This ensures no lead goes unverified at critical moments in the sales pipeline.

2. Seamless Integration: RapidVerify natively integrates with Pipedrive, allowing users to request and manage income and identity verification of contacts without leaving the CRM.

3. Faster Sales Cycle: By verifying the identity and income of contacts early in the sales process, RapidVerify helps you qualify leads faster and focus on closing deals.

Benefits:

1. Improved Efficiency: Automating the verification process saves time and resources, allowing you to focus on what's important - closing deals.

2. Risk Reduction: Reduce the risk of fraud and ensure that you are dealing with legitimate contacts by verifying their identity and income.

RapidVerify revolutionizes the way Pipedrive users manage their sales process by offering advanced automation for income and identity verification.

1. Click on "Install Now" in the upper right corner green button.
2. Click on "Allow and Install"
3. You will be redirected to RapidVerify and your Pipedrive account will automatically be connected.

Once your Pipedrive account is connected, you will then configure how you would like to setup verification requests.

• Manual: When you want to verify contacts manually.
• Automatic: When you want to automatically verify contacts when they reach a stage in a pipeline.

You have two options for paying for the verification services:

1. The contact pays for the verification request.
2. You cover the cost of the verification request.