Birdeye and IdentityCheck: Seamless ID Verification Integration

Birdeye is a leading all-in-one customer experience platform that helps businesses get more reviews, manage customer feedback, and drive engagement. By integrating IdentityCheck with Birdeye through Zapier, users can seamlessly add robust ID verification to their customer relationship management (CRM) processes, enhancing security and trust.

Benefits for Birdeye Users

For Birdeye users, integrating ID verification through IdentityCheck can offer several advantages:

• Simplified Onboarding: Quickly verify the identity of new customers or clients during the onboarding process.
• Secure Transactions: Ensure that every transaction or interaction is conducted by a verified individual, reducing fraud risks.
• Optimized Compliance: Meet regulatory requirements for identity verification without disrupting your workflow.
• Streamlined Workflows: Automatically initiate ID checks when new reviews are submitted or new entries are added to your Birdeye CRM.

How to Set Up the Integration

1. Go to the Zapier website and log in to your account. If you don't have an account, you can sign up for free.
2. Once logged in, navigate to the Birdeye Integrations page on Zapier.
3. Search for "IdentityCheck" in the list of available apps.
4. Select IdentityCheck and choose the "Connect" option to create your Zap.
5. You'll need to log in to both your Birdeye and IdentityCheck accounts to authorize the connection.
6. Follow the prompts to map the necessary fields between Birdeye and IdentityCheck. This setup will typically include selecting triggers from Birdeye (e.g., new customer added) and actions in IdentityCheck (e.g., initiate ID verification).
7. Test your Zap to ensure the integration is working correctly, then activate it.

How to Use Integrated ID Verification

Once the integration is set up, using it is straightforward:

1. Every time a new entry (e.g., a new review or a new customer) is added to your Birdeye CRM, the configured Zap will automatically trigger.
2. IdentityCheck will then initiate an ID verification process for the new entry based on the parameters you set during the integration.
3. You can review the verification results directly within IdentityCheck and take appropriate action based on the outcome.
4. Integrating this automated ID check into your workflow ensures that every interaction is secure and validated, offering peace of mind and enhancing customer trust.

By leveraging Zapier to connect Birdeye and IdentityCheck, businesses can enhance their customer experience while maintaining robust security through automated ID verification.