Update deal and contact with ID documents for applicants
Update deal and contact with ID documents for applicants
Your applicant records arrive without linked ID or selfie files, forcing reps to search elsewhere and delaying deals. Attach ID and selfie links so reps can act same day.
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Overview
When identity verification webhooks arrive disconnected from CRM records, reps waste time hunting for files and deals stall. This flow attaches cleaned ID and selfie links plus a short reference to the deal and contact within minutes, giving reps the verification context they need to follow up the same day.