iPaaS Integrations Overview

iPaaS Integration Workflow/ Connector Guidance

Setting up a connector and integrating with Impressionwise typically involves several steps. These steps will vary slightly depending on the platform or service you're connecting to, but in general, the process can be broken down into the following stages:


1. Choose Your Integration Platform (iPaaS)

To integrate Impressionwise with other systems, you'll generally use an iPaaS (Integration Platform as a Service) such as:

  • Zapier
  • Make (formerly Integromat)
  • Integrately

These platforms allow you to connect Impressionwise with other tools like CRMs, forms, email platforms, ecommerce systems, spreadsheets, and more, without writing code.

Things to Consider:

  • Zapier is great for simple integrations and a wide range of apps.
  • Make allows more advanced custom logic and workflows.
  • Integrately is best if you want ready-to-use, simple workflows.

2. Create Accounts on Both Platforms

  • Sign up for an Impressionwise account (if you haven't already) to get access to your API key and settings.
  • Sign up for an account on the iPaaS you plan to use (e.g., Zapier, Make, or Integrately).

3. Obtain API Key or Credentials from Impressionwise

  • After signing into your Impressionwise account, you'll need to access the API settings.
  • Generate an API key that will authenticate and authorize external platforms (like Zapier, Make, etc.) to interact with your Impressionwise account.

Impressionwise API Key Setup:

  • Go to Settings → API in the dashboard.
  • Copy your API key for integration.

4. Choose or Create a Workflow/Connector

Once you're set up on your iPaaS platform, the next step is to create a new integration workflow. This involves selecting a trigger and action for your integration. For example:

Example Workflow in Zapier:

Trigger: A new lead is submitted in Typeform or Facebook Lead Ads

Action: Email verification via Impressionwise

How to Set Up a Basic Zap in Zapier:

  1. Log in to Zapier and click “Make a Zap.”
  2. Choose Typeform (or any other form tool) as the trigger app.
    • Set the specific trigger, such as "New Form Submission."
  3. Choose Impressionwise as the action app (you may need to search for it or use the Webhooks by Zapier app to call the API).
  4. Enter your Impressionwise API key to authenticate the connection.
  5. Set the action, such as “Verify Email”, and map the email fields from the form to the corresponding email field in Impressionwise.
  6. Add any filters or conditional logic if needed, like "If the email is invalid, send a notification."
  7. Test the workflow to ensure everything works as expected.
  8. Turn on the Zap to begin automating email verification.

5. Define What Happens After Verification

In most integrations, after an email is verified through Impressionwise, the next step is to decide what to do with that data:

  • Valid Emails: Push them to your CRM (e.g., HubSpot, Salesforce) or email platform (e.g., Mailchimp).
  • Invalid Emails: Flag them in a Google Sheet, Airtable, or send an alert to your team.
  • Risky Emails: Optionally, you can quarantine them for further review.

Example of Workflow Actions:

  • If the email passes verification, you can push it into your CRM (like HubSpot or Salesforce).
  • If the email fails, you can log it in a Google Sheet for review, or send an alert via Slack to your team.

6. Test the Integration

  • Test the entire workflow to make sure emails are being correctly sent through Impressionwise for verification, and the expected actions are occurring afterward.
  • Test multiple scenarios, including valid, invalid, and risky emails, to ensure the integration works in all cases.

7. Enable the Integration and Automate

Once testing is successful, you can activate the integration, and the process will run automatically as per your defined workflow. This typically happens in real-time for lead capture forms, ecommerce checkouts, or CRM updates.

Optional: Webhooks: Custom Integrations (Advanced)

If you're working with a system that doesn't have a pre-built integration or app in an iPaaS platform like Zapier, you may need to create a custom webhook.

How to Set Up a Custom Webhook:

  1. Use Webhooks by Zapier (or another iPaaS webhook tool).
  2. Send a POST request from the source system (e.g., a form, lead ad, or CRM) to the Impressionwise API.
  3. Map the data you want to send (such as the email address) to the appropriate API endpoint in Impressionwise.
  4. Set the API call to return the verification result (valid, invalid, or risky email) so that the next action can be triggered.

8. Monitor and Optimize

After integration:

  • Monitor the workflow’s performance regularly to ensure emails are being verified accurately.
  • Look for any errors or failures in the workflow (iPaaS platforms typically provide logs).
  • Optimize workflows as needed based on the volume of emails you're processing or as new tools/apps are added to your tech stack.

Conclusion

Integrating Impressionwise with your existing tools is a straightforward process with the help of iPaaS platforms like Zapier, Make, and Integrately. With minimal coding, you can automate email verification across your workflows, enhancing your data quality and operational efficiency.

Let me know if you’d like more details on any specific part of the setup process or if you need help with a particular integration!

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