Sticky Note Automate

Target Audience

• Small Business Owners: Those who manage customer databases and need to ensure accurate mailing addresses.
• Marketing Teams: Professionals who require reliable data for campaigns and outreach.
• Sales Representatives: Individuals who rely on accurate contact information for follow-ups and communications.
• CRM Administrators: Users responsible for maintaining data integrity within CRM systems like Keap.

Problem Solved

This workflow addresses the challenge of verifying mailing addresses for new contacts in Keap. It automates the process of checking whether an address is deliverable, thereby reducing manual errors and ensuring that marketing materials and communications reach their intended recipients. This is crucial for maintaining a good reputation and improving customer interaction.

Workflow Steps

1. Triggering the Workflow: The process begins when a Webhook receives data from your CRM containing the contact's address fields.
2. Setting Address Fields: The workflow extracts and assigns the address components (primary line, secondary line, city, state, and zip code) for further processing.
3. Address Verification: The workflow sends a request to the Lob API to verify the deliverability of the address, using the extracted fields.
4. Evaluating Deliverability: The response from the API indicates whether the address is deliverable or not.
5. Updating Keap: Based on the deliverability status, the workflow updates the contact record in Keap by applying appropriate tags to indicate whether the address is deliverable or not. This can trigger further actions if needed.