This workflow automates the process of verifying mailing addresses for new contacts in Keap CRM, ensuring address accuracy and validity. It triggers when a new contact’s address data is received via a webhook, then checks the address using Lob’s API. Depending on the verification result, it updates Keap with tags indicating whether the address is deliverable or not, facilitating targeted follow-up actions.
Here’s a step-by-step breakdown:
1. **CRM Webhook Trigger:** The workflow begins when Keap sends a webhook with new contact address data.
2. **Set Address Fields:** The contact’s address information is extracted and structured for verification.
3. **Address Verification:** An HTTP POST request is sent to Lob’s API to validate the address. Lob returns whether the address is deliverable.
4. **Switch Node:** Evaluates Lob’s response to determine if the address is deliverable.
5. **Update Keap Depending on Verification:** To indicate address status, the workflow applies a specific tag in Keap—either “Mailing Address Deliverable” or “Mailing Address NOT Deliverable”.
This automation is valuable for businesses that rely on accurate mailing addresses, such as direct mail campaigns, customer outreach, and address data cleansing. It saves time, reduces errors, and improves the quality of contact information in the CRM.
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