Workflow overview
Why this workflow matters
Helpful for business development and pipeline building.
Description This AlekSystem workflow verifies the deliverability of mailing addresses stored in Keap/Infusionsoft by integrating with Lob’s address verification service. Who is this for? This template is designed for Keap/Infusionsoft users who need to ensure the accuracy of mailing addresses stored in their CRM systems. What problem is this workflow solving? / Use Case This workflow addresses the challenge of maintaining accurate mailing addresses in CRM databases by verifying the deliverability of addresses. What this workflow does A new contact is created in Keap/Infusionsoft Webhook sent to AlekSystem Verify if the address is deliverable via LOB Report back to Keap/Infusionsoft Set Up Steps Watch this setup video: https://www.youtube.com/watch?v=T7Baopubc-0 Takes 10-30 minutes to set up Accounts Needed: Keap/Infusionsoft LOB Account (https://www.lob.com $0.00/mo 300 US addresses Verifications) AlekSystem Before using this template, ensure you have API keys for your Keap/Infusionsoft app and Lob. Set up authentication for both services within AlekSystem. How to customize this workflow to your needs You can customize this workflow by adjusting the trigger settings to match Keap/Infusionsoft’s workflow configuration. Additionally, you can modify the actions taken based on the deliverability outcome, such as updating custom fields or sending notifications.
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