Export leads from a CSV file to Iterable

Workflow

Revops

Intermediate

Use Template

This is a 'Workflow' template which means that it is a single standalone workflow.

Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional

Overview

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The purpose of this workflow is to capture leads from a CSV file and use these to create and update users in Iterable.

This workflow is fired every time a CSV file is uploaded onto a Tray Form:

Prerequisites

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To implement this workflow, you will need the following:

• API credentials for Iterable

• A CSV file with the correct column setup. You can use this template to set up your CSV file.

Getting Live

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Click 'Use Template' to deploy the template in your chosen Workspace.

Then take the following steps to configure the workflow and start submitting leads for processing:

The workflow will then start the process of pulling the leads into Iterable.

End Result

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Key workflow steps

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The following diagram gives a simplified breakdown of the key steps in the workflow:

Standardization

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This Object Helpers step transforms the CSV column headers into a standard object with fields in the following format:

First Name --> first_name

Last Name --> last_name

Lead Source --> lead_source

etc.

For each lead we will then have a simple object which can be easily accessed by later Iterable steps using jsonpaths such as $.steps.object-helpers-1.result.first_name:

Email validation

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The lead’s email address is validated for the appropriate user@domain.com format:

Create / Update Users

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A search is made for an existing contact in Iterable using the lead’s email address as the unique identifier.

If a Iterable user does exist, the user record is updated.

If a Iterable user does not exist, a new user record is created.