Sticky Note Automate

This workflow is ideal for:

• Marketing Teams: To ensure accurate contact information for campaigns.
• Sales Teams: To verify mailing addresses before sending out materials or communications.
• Customer Support Teams: To maintain up-to-date records of customers and avoid issues with deliveries.
• Data Analysts: To ensure data integrity in CRM systems, enhancing analysis and reporting accuracy.

This workflow addresses the challenge of verifying mailing addresses for new contacts in HighLevel. It helps to:

• Eliminate errors caused by misspellings in manually entered addresses.
• Ensure that addresses are deliverable, reducing wasted resources on undeliverable mail.
• Automate the process, saving time and reducing manual verification efforts.

1. Webhook Trigger: The workflow begins when a new contact is added in HighLevel, sending a webhook with the contact's address details.
2. Set Address Fields: The incoming data is processed to set address fields such as address, city, state, and zip code.
3. Address Verification: The workflow sends a request to LOB.com to verify the deliverability of the address.
4. Switch Node: Based on the verification response, the workflow routes to either:
   • Update HighLevel - Deliverable: If the address is confirmed deliverable, a tag is added in HighLevel indicating the address is valid.
   • Update HighLevel - NOT Deliverable: If the address is not deliverable, a different tag is applied, triggering a follow-up automation for manual verification.