[2.0] bucket.io - Zapier - HubSpot

[2.0] bucket.io - Zapier - HubSpot


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 HubSpot

Zapier

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

  • Zapier uses pre-existing fields from HubSpot 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 HubSpot yet.

HubSpot

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

IMPORTANT INTEGRATION CHECKLIST:

HubSpot

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

  • A list where you want to add your contacts.

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 such as adding a contact to a List.

Step #1: Create Property and List within HubSpot

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

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

Once you have the Property 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


  1. 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

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

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

  4. 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.

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

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

  7. 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.

  8. 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

  1. From the Choose App & Event search box type HubSpot

  2. Choose the action event “Create or Update Contact” and click the continue button

Note: If you have previously added your HubSpot account, it will display at the drop-down menu to choose from, if not, you’ll be asked to sign into HubSpot providing the credential needed.


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






  1. Click the continue button located at the bottom.

  2. Click Test & review if you wish to confirm that the connection is good and to send a test lead to HubSpot, if not, just click test & continue.

  3. Click Done editing and turn the Zap on


Note: Don’t forget to name your zap

Third Step Zap (optional)

This step is an option and contains information about how to add and create a 3rd step within the zap to add the contact to a List. Note that three steps zaps might require a paid Zapier account, if you do not want to accomplish this step you may skip up to the Test Integration step below.


  1. From the Choose App & Event search box type HubSpot

  2. Choose the action event “Add Contact to List” and click the continue button

  3. After Clicking on Continue it will ask to choose a List, which is pulled from your HubSpot account and also to choose an email from the drop-down menu as you performed in step 15.




  1. Click the continue button located at the bottom.

  2. Click Test & review if you wish to confirm that the connection is good and to send a test lead to HubSpot, if not, just click test & continue.

  3. Click Done editing and turn the Zap on

Step #3: Test Integration

Using the URL provided by bucket.io at the Canvas section of your funnel, open the link on a new tab in your browser, then go through the funnel, and submit one test lead with a valid email address


The data transfer might take up to 10 minutes after submission, lastly, check the Contact section of your HubSpot account




Still have questions? Feel free to reach out via support@bucket.io

Mon thru Fri, from 8:00 to 17:00



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