Who is this workflow for? Ensure the accuracy of your CRM data by verifying mailing addresses in Keap/Infusionsoft using Lob’s address verification service integrated through an n8n workflow. This automation enhances data reliability and streamlines your contact management process..

What does this workflow do?

  • Contact Creation: A new contact is added to Keap/Infusionsoft.
  • Webhook Trigger: Keap/Infusionsoft sends a webhook to n8n upon the creation of the new contact.
  • Address Verification: n8n utilizes Lob’s address verification service to check the deliverability of the provided mailing address.
  • Reporting Results: The verification outcome is sent back to Keap/Infusionsoft, updating the contact’s record with the verification status.

Setup Steps

  • Watch the Setup Video: Setup Guide (10-30 minutes)
  • Accounts Required:
  • Keap/Infusionsoft
  • Lob Account (LOB) – Free tier includes 300 US address verifications per month
  • n8n
  • Configuration:
  • Obtain API keys for Keap/Infusionsoft and Lob.
  • Configure authentication for both services within n8n.
  • Adjust trigger settings in n8n to align with Keap/Infusionsoft’s workflow.

Customization Options

  • Trigger Settings: Modify the workflow triggers to fit specific conditions within Keap/Infusionsoft.
  • Action Adjustments: Customize actions based on verification results, such as updating custom fields, sending notifications, or triggering additional workflows.

🤖 Why Use This Automation Workflow?

  • Improve Data Accuracy: Automatically validate mailing addresses to reduce errors and enhance communication effectiveness.
  • Save Time: Eliminate manual address checks by automating the verification process.
  • Enhance Deliverability: Increase the success rate of mailings by ensuring addresses are deliverable, minimizing returned mail and associated costs.

👨‍💻 Who is This Workflow For?

This workflow is ideal for Keap/Infusionsoft users who manage large contact lists and require reliable mailing address data. It is especially beneficial for businesses that rely on direct mail campaigns and need to maintain high data integrity within their CRM systems.

🎯 Use Cases

  1. Direct Mail Campaigns: Ensure all mailing addresses in your CRM are valid before launching a direct mail campaign, reducing waste and improving ROI.
  2. Customer Onboarding: Automatically verify new customer addresses as they are added to Keap/Infusionsoft, ensuring accurate records from the start.
  3. Data Maintenance: Regularly validate and update existing mailing addresses in your CRM to maintain up-to-date and accurate contact information.

TL;DR

This n8n workflow seamlessly integrates Keap/Infusionsoft with Lob to automate the verification of mailing addresses. By ensuring address accuracy, it enhances the reliability of your CRM data, supports effective direct mail campaigns, and reduces operational inefficiencies related to address errors.

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