What is PhoneBurner?

PhoneBurner is a powerful sales engagement platform that helps sales teams increase productivity through rapid dialing, email follow-ups, and detailed reporting. This dialer software enables users to connect with more prospects, save time, and focus on closing deals.

Integrating IdentityCheck with PhoneBurner for ID Verification

IdentityCheck is a seamless solution for verifying identities, making it invaluable for PhoneBurner users who require authenticated ID checks for leads, clients, or partners. By integrating IdentityCheck with PhoneBurner via Zapier, users can automate the process of ID verification, saving time and ensuring compliance.

Benefits of ID Verification for PhoneBurner Users

• Ensuring the authenticity of leads, reducing fraud risk.
• Streamlined KYC (Know Your Customer) processes.
• Enhanced customer trust and reliability.
• Automated, time-saving procedures that enhance productivity.

How to Set Up IdentityCheck Integration with PhoneBurner

Step-by-Step Setup Instructions

1. Create Accounts
   Ensure you have active accounts with PhoneBurner, IdentityCheck, and Zapier.
2. Log In to Zapier
   Visit Zapier and log in to your account.
3. Create New Zap
   Click on “Make a Zap” to start the integration process.
4. Configure PhoneBurner Trigger
   • Select PhoneBurner as the trigger app.
   • Choose a trigger event, such as “New Contact” or “New Call”.
   • Follow prompts to connect and authenticate your PhoneBurner account.
   • Test the trigger to ensure it is receiving data correctly.
5. Set Up IdentityCheck Action
   • Select IdentityCheck as the action app.
   • Choose an action event like “Verify ID”.
   • Connect and authenticate your IdentityCheck account.
   • Map the required fields from PhoneBurner to IdentityCheck, such as the contact’s name, email, and ID data.
   • Test the action to verify that IdentityCheck is processing the information correctly.
6. Activate the Zap
   Once the test is successful, name your Zap and turn it on.

How to Use the Integrated Solution

Using IdentityCheck with PhoneBurner for Automated ID Verification

Once the integration is live, you can seamlessly verify IDs as part of your sales workflow. Here’s how:

1. Add New Contact
   Add a new contact in PhoneBurner, and the trigger will automatically send the contact details to IdentityCheck.
2. Automatic ID Verification
   IdentityCheck processes the contact details and verifies the ID based on your predefined criteria.
3. Review Results
   Access the verification results within your IdentityCheck dashboard or receive a notification through Zapier.
4. Action Based on Verification
   Proceed with follow-up actions in PhoneBurner (e.g., call follow-ups, email sequences) based on the verification status.

By integrating IdentityCheck with PhoneBurner, you automate ID verification, ensuring only valid leads proceed through your sales funnel, enhancing efficiency, and reducing risk.