Sticky Note Automate

Sticky Note automates the verification of mailing addresses for new contacts in Groundhogg CRM. Triggered by webhooks, it ensures addresses are valid, checks for misspellings, and updates contact records accordingly. This workflow enhances data accuracy and streamlines communication efforts by tagging deliverable and non-deliverable addresses, ultimately improving outreach effectiveness.

7/8/2025
10 nodes
Medium
webhookmediumsticky noteintegrationapilogicrouting
Categories:
Webhook TriggeredMedium Workflow
Integrations:
Sticky Note

Target Audience

This workflow is ideal for:
- CRM Managers: Who need to ensure the accuracy of mailing addresses for new contacts.
- Marketing Teams: Looking to maintain clean and deliverable contact lists for campaigns.
- Sales Professionals: Who rely on accurate customer information for outreach and follow-ups.
- Operations Teams: Aiming to streamline the verification process of contact addresses to reduce manual errors.

Problem Solved

This workflow addresses the challenge of verifying mailing addresses for new contacts in the Groundhogg CRM. It automates the process of checking if an address is deliverable, thereby reducing the risk of sending communications to incorrect addresses and ensuring that marketing and sales efforts reach the intended recipients. This not only saves time but also enhances the effectiveness of outreach campaigns.

Workflow Steps

  • Webhook Trigger: The workflow starts with a webhook that listens for new contact data being added to the Groundhogg CRM.
    2. Set Address Fields: The incoming data is processed to extract relevant address fields such as address, city, state, and zip_code.
    3. Address Verification: The workflow sends a request to the Lob API to verify the deliverability of the address provided.
    4. Switch Node: Based on the response from the address verification, the workflow determines if the address is deliverable or not.
    5. Update Groundhogg: Depending on the deliverability status:
    - If deliverable, it updates the contact in Groundhogg with a tag indicating the address is verified.
    - If not deliverable, it applies a different tag and may trigger additional actions for manual verification.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying Webhook Path: Change the webhook path to suit your CRM's configuration.
    - Adjusting Address Fields: Alter the address fields in the Set Address Fields node to match the structure of your incoming data.
    - Changing API Integration: Update the API endpoint or request parameters in the Address Verification node if using a different verification service.
    - Personalizing Tags: Customize the tags applied in Groundhogg for deliverable and non-deliverable addresses to better fit your operational needs.