What is BONZO?

BONZO is an all-in-one marketing automation platform designed to streamline customer engagement and lead management. It offers a suite of tools including automated messaging, CRM integration, and analytics to help businesses manage their marketing campaigns more effectively.

Uses of ID Verification for BONZO Users

Integrating IdentityCheck with BONZO allows users to effortlessly incorporate ID verification into their marketing and lead management processes. Here are some potential applications:

• Verify the identities of new leads before onboarding.
• Enhance security for sensitive customer data.
• Ensure compliance with industry regulations by verifying identities.
• Streamline customer authentication processes during marketing campaigns.

How to Set Up Integration Between IdentityCheck and BONZO

Setting up the IdentityCheck integration with BONZO through Zapier is straightforward. Follow these steps:

1. Create an account on IdentityCheck and BONZO if you haven’t already.
2. Log in to your Zapier account, or create one if needed.
3. In Zapier, navigate to the “Make a Zap” option.
4. Select BONZO as the trigger app and choose an event (e.g., “New Lead” or “Tag Added to Contact”).
5. Connect your BONZO account by following the prompts to authorize Zapier.
6. Next, select IdentityCheck as the action app and choose an action (e.g., “Verify ID” or “Check Document”).
7. Authorize your IdentityCheck account in Zapier.
8. Map the relevant fields from BONZO to IdentityCheck to ensure the data flows correctly.
9. Test the Zap to make sure the integration works as expected.
10. Once tested successfully, name and activate your Zap.

How to Use IdentityCheck in BONZO

Once the integration is active, using IdentityCheck within BONZO is seamless. Here’s how to leverage ID verification through the integration:

1. Log in to your BONZO dashboard.
2. When a new lead is captured or a pertinent event occurs (based on the Zap configuration), the ID verification process will be automatically triggered.
3. The lead’s information will be sent to IdentityCheck for verification.
4. You can monitor the status of ID verification directly from your BONZO dashboard, ensuring high security and compliance.
5. If issues arise during verification, BONZO will alert you so you can take appropriate action.

By integrating IdentityCheck with BONZO, businesses can simplify ID verification processes, maintain higher security standards, and enhance overall customer experience without additional overhead.