How to Integrate Lob

Created by Maja Bradonjic, Modified on Mon, 7 Nov, 2022 at 4:15 PM by Ivana B

1) Description
2) Entities
3) Steps

1) Description

Lob is a platform that integrates with your CRM, marketing automation & customer data tools that automate the creation and delivery of relevant, personalized direct mail as a part of your campaigns.

With Lob you can send postcards, checks or letters the same way that you use digital tactics. You can trigger direct mail engagements based on customer behavior or milestones.

2) Entities

Source	Target
Send Addresses	Add Address
Send Postcards	Add Postcard
Send Templates	Add Template
Send Letters	Add Letter
Send Checks	Add Check
Send Bank Accounts	Add Bank Account
Send Billing Groups	Add Billing Group
Send Cards	Add Card

3) Steps

Step 1: Select the Lob Integration

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar.

Step 2: Enter the Integration Name

Enter the Name of the Integration.

You can optionally also enter a description.

Step 3: Generate an API Key

To obtain the API Key please follow the steps below.

1. Log into your Lob account, navigate to your Account, and press Settings from the dropdown menu.

2. Navigate to the API Keys section:

Note: To make the API as explorable as possible, accounts have Test and Live environment API keys.

To switch between environments, use the appropriate key for that environment when performing a request. You can find each environment's API key in your dashboard under Settings.

Test API keys are always prefixed with test_ and production API keys with live_.

3. Chose the API Key you would like to use for your Integration.

Secret API keys should be kept confidential and only stored on your own servers.
Your account's secret API key can perform any API request to Lob without restriction.

Publishable API keys are limited to US verifications, international verifications, and US autocomplete requests.

Step 4: Enter the API Key and Password

Simply copy the generated API Key and paste it into the Username field

In the Password field enter the same password as your Lob account.

Press Finish.

Congratulations! Lob is now successfully integrated.

We hope that this covers everything. If you have any further questions or need additional clarification, please contact us via [email protected] or our chat widget!