Sticky Note Automate

For Sticky Note, this automated workflow verifies mailing addresses for new contacts in Keap, ensuring accuracy and reducing manual errors. Triggered by webhooks, it checks deliverability and updates contact tags accordingly, streamlining communication and improving outreach efficiency.

7/8/2025
10 nodes
Medium
webhookmediumsticky notekeapapiintegrationlogicrouting
Categories:
Webhook TriggeredMedium WorkflowCRM & Sales
Integrations:
Sticky NoteKeap

Target Audience

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

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

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.

Customization Guide

Customization Guide


- Webhook Configuration: Users can modify the webhook settings to match their CRM's requirements, including the path and HTTP method.
- API Key Management: Ensure to update the API key in the Address Verification node with your credentials from Lob.
- Tagging Options: Customize the tags used in the Update Keap nodes to align with your specific tagging system in Keap.
- Additional Actions: Users can add more nodes to respond to different deliverability results, such as sending notifications or creating tasks for manual follow-ups.