CRM Integrations
Customer Relationship Management (CRM) integrations connect Incode identity verification to the platforms your sales and operations teams use to manage customer relationships. They are designed for use cases where verifying a customer's identity is a required step before activating an account, completing a regulated transaction, or progressing through an onboarding workflow.
Rather than running identity verification outside your CRM, these integrations allow verification to be triggered directly from within the customer record, with results written back automatically.
Note: Integrations require the Integrations Ecosystem feature to be enabled for your organization. Once enabled, you will have access to a new page called Integrations. Contact your Incode representative to enable this feature.
| Integration | Description | Availability |
|---|---|---|
| Salesforce | Triggers an identity verification request from any Contact, Lead, or Account record and receive the results back into that same record — no code, no switching between systems. | Available |
Updated about 1 hour ago