Contents

1. Prerequisites
2. Notable Features of "Video Verification for Zoho CRM"
3. Installation Procedure for "Video Verification in Zoho CRM"
4. Setting Up OAuth Authorization
5. Introduction of Additional Fields in the Leads and Contacts Modules
6. Inclusion of a New Custom Module in CRM Along with Its Fields
7. Compatibility with Various Web Browsers
8. Manual and Automatic Video Verification Process in Leads and Contacts Modules
9. Log Storage in the Custom "Video Verification Data" Module
10. Customer Support

Prerequisites

1. You must be the Zoho CRM's super admin.
   
2. Zoho CRM Professional Edition or higher is required.
   

Notable Features of "Video Verification for Zoho CRM"

1. Video verification can be initiated either automatically or manually, and you will receive an email notification for both methods to begin the verification process.
2. The verification process can be carried out within both the Leads and Contacts modules.
3. Detailed logs of the verification processes are stored in a custom module called "Video Verification Data."
4. The status of the verification link, such as "Sent" and "Open," is easily viewable.
5. Comprehensive details of a specific Lead or Contact, including video verification records, are accessible within the record itself under the "Video Verification" related list.
6. Upon successful completion of video verification, you will receive a sales signal or notification.
   
7. Video Verification provides users with 100 APIs per month, allowing you to validate a substantial number of records. During the trial period, you can enjoy 10 APIs to experience the extension's capabilities.
   

Installation Procedure for "Video Verification for Zoho CRM"

1. Go to Setup > Marketplace > All.

        All the installed extensions are listed. under All Extensions, you can view all the extensions supported by your CRM.

    2. Click All Extensions,  browse for, and click "Video Verification for Zoho CRM."

        Details about the extensions will be available.

    3. Click "Start a free trial" and "Buy Now."

        If you choose "Start a free trial", you'll get a trial period for an extension of 10 days. After the trial period expires, you have to purchase the extension, or else you can purchase the extension directly by choosing "Buy Now."

    4. Agree to the Terms of Service and click Install.

1. Choose one of the following, then click Confirm:

1. Install for admins only - The extension will only be installed in CRM for Users with the administrator profile.
   
2. Install for all users - The extension will be installed in CRM for all users.
   
3. Choose Profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, and then select the desired profiles. 
   

           The extension will be installed automatically for specified users.

There are two options to purchase the extension, you can purchase "Monthly" or "Annually" based on your needs.

Setting up OAuth authorization

• To begin, you need a CRM account.
  
• To authorize the account press the authorize button.
  
• Select the connector to authorize.
  

• Click Authorize and select any of the options shown in the image below. Only the authorization will take place if you have developer access.
  

A pop-up will show up on the screen during extension installation. The "Auto Video Verification" option sends the Email templates automatically in both the Leads and Contacts modules after creating the record.

After installing the extension, you'll receive a pop-up at the bottom right of the screen as shown below.

Introduction of Additional Fields in the Leads and Contacts Modules

Leads Module
Sl No.	Field Type	Field Name	Comment
1	Upload Field	Lead Identification Proof	Has to upload the lead identification proof

Inclusion of a New Custom Module in CRM Along with Its Fields

Compatibility with Various Web Browsers

Manual and Automatic Video Verification Process in Leads and Contacts Modules

Leads Module

If the "Auto Update Video Verification" checkbox was activated during installation, the Video Verification URL will be sent once the Lead is created with the Customer email in the email field and the Identification Proof in the Lead Identification Proof field is updated. After the Lead is saved a "Video Token" will be generated.

The Lead will then receive an email, which may land either in the "Inbox" or "Spam" folder. This process occurs automatically without requiring any button clicks.

However, if the checkbox is not enabled, you will need to manually send the Video Verification URL by clicking a button.

  

Contacts Module

Automatic Verification Process: 

If the "Auto Update Video Verification" checkbox was activated during installation, the Video Verification URL will be sent once the Contact is created with the Customer email in the email field and the Identification Proof in the Contact Identification Proof field is updated. After the Contact is saved a "Video Token" will be generated.

The Contact will then receive an email, which may land either in the "Inbox" or "Spam" folder. This process occurs automatically without requiring any button clicks.

However, if the checkbox is not enabled, you will need to manually send the Video Verification URL by clicking a button.

When you click the "Start Video Verification" button, the Contact will initiate the video verification process. This process is conducted using the submitted Contact identification proof.

Subsequently, once the video and identification proof have been submitted, they will impact the accuracy of the Contact and trigger updates to the corresponding fields. You can review the outcome in the "Video Verification" related list within the Contacts module.

You can access the comprehensive view within the "Video Verification Data" module of the record. In this view, you can review the following details: "Video Token," "Video URL Status," "Face Recognition Status," "Video Match Percentage," "Contact," "Video Verification URL," and "Customer Email."

Manual Verification Process:

In this approach, you should utilize the button located in the Contacts Module to send the Video Verification via email. When you update the fields of Email field with Customer email and upload an identification proof in the Contact Identification proof, save the record, and click the "Send Video Verify Link" button, a widget will appear displaying the "Email," "Video URL Link," and "API Quota" options. You can then proceed to click the "Send" button to dispatch the email to the Contact. If you choose not to send the email, simply click "Close."

  

When you click the "Start Video Verification" button, the Contact will initiate the video verification process. This process is conducted using the submitted Contact identification proof.

You can access the comprehensive view within the "Video Verification Data" module of the record. In this view, you can review the following details: "Video Token," "Video URL Status," "Face Recognition Status," "Video Match Percentage," "Contact," "Video Verification URL," and "Customer Email."

A sales signal will be generated upon successful completion of the video verification process.

Log Storage in the Custom "Video Verification Data" Module

You can access the comprehensive view within the "Video Verification Data" module of the record. In this view, you can review the following details: "Video Token," "Video URL Status," "Face Recognition Status," "Video Match Percentage," "Lead," "Contact," "Video Verification URL," and "Customer Email."

You have the option to review the Video Face Match images and videos within the "Attachments" related list. Additionally, you can track the status of the email, which may include "Sent," "Delivered," "Opened," and "Clicked," within the "Emails" related list.

Support

Contact Number: +919868329081

Support mail: support.extensions@nexivo.co

Website: www.nexivo.co