Before we begin, it is important to have clarity on the “task” performed by each app, as well as their capabilities and limitations:

bucket.io

• Gathers data submitted through the funnel such as questions/answers, contact information, and their respective segment/bucket

• bucket.io does not assign a tag but can deliver data that can be turned into tags inside GoHighLevel (LeadConnector)

Zapier

• Pulls data out of bucket.io and sends it to LeadConnector

• Zapier uses pre-existing fields from Lead Connector to place information such as name, email, segment/bucket, etc. If a field is not available in Zapier when filling out the integration form, it means that the field does not exist in LeadConnector yet.

GoHighLevel (LeadConnector)

Receives information sent by Zapier, contact information, tagging, etc.

IMPORTANT INTEGRATION CHECKLIST:

GoHighLevel (LeadConnector)

• A Custom field to receive the value of the bucket name (this is addressed in step #1).

bucket.io

• Have your funnel ready in terms of buckets, questions, lead capture pages, etc. please note that this does not refer to design, but more to the structure of the funnel

Zapier

• Have your Zapier account set up and have a paid plan in case you want to create a 3rd step within the Zap.

Step #1: Create Custom Field within LeadConnector

Make sure to create the Custom Field that will receive the name of the bucket assigned. 

Please note: the steps on how to create these properties inside LeadConnector are not available in this article, instead, we suggest reaching out to LeadConnector support or checking their help center about this procedure.

Once you have the Custom Field created we can proceed to stop #2

Step #2: Create a Zap

First step Zap 

1. Log into your Zapier Account

2. Click Make a new Zap

3. Find Bucket.io 2.0 in the App Search, 

4. Select New Lead as the trigger

Note: If you have connected bucket.io to Zapier before, skip to item #7

5. Click Sign In to bucket.io 2.0 to add your account, it will open a pop-up asking you to enter your bucket API Key

6. Copy and paste this API Key in the Zapier pop-up and click Yes, Continue

7. Click the blue Continue button and it will ask you to choose an account, select it from the drop-down menu, and click the blue continue button again

8. It will display a Customize Lead field asking to enter a Verification Token code. Leave this open and switch back to bucket.io to find the unique funnel verification code.

9. If you are inside your funnel, click Settings, which will consequently display the settings menu of your funnel

10. Click Integrations, which will display all of the available apps to integrate with

11. Click the Zapier icon, and this will automatically open a screen with a Verification Token code, copy and paste it into the Funnel Verification Token field (item #8 from these instructions), and press the tab. This will automatically enable the continue button and click Continue.

12. This will open the Find Data section asking to test your trigger to confirm connectivity, click the Test Trigger button to bring a sample lead (most likely it’s under a dummy name such as “fake browser”). Click the Continue button to conclude the first step of the Zap

In the second step Zap

13. From the Choose App & Event search box type LeadConnector

14. Choose the action event “Add/Update Contact” and click the continue button

Note: If you have previously added your LeadConnector account, it will display at the drop-down menu to choose from, if not, you’ll be asked to enter the API Key that needs to be found in your  LeadConnector account, check the LeadConnector help center about how to find the API Key.

15. Click Continue and it will ask to choose an email from the drop-down menu, the same applies to any required field and the custom field created to receive the bucket name assigned.