Integrating HubSpot with bucket.io

Integrating HubSpot with bucket.io


Before you get started:
Bucket.io segments people based on their answers in your Quiz Funnel. These segments help Bucket automatically send contact information to HubSpot and add them to static lists you've already created.

Creating Static Lists in HubSpot:
To create static lists in HubSpot, visit their Help Center here.
Note: HubSpot's knowledge base content may change as they update their platform. If the linked page doesn't exist anymore, don't worry! Use the Help Center's search bar with keywords like "create static list" to find relevant articles.

Important Tip:
Create a separate static list for each of your bucket

Step 1:  In HubSpot

Make sure you're logged in to your HubSpot account and have a static list created for each of your buckets. 

Step 2: Setting Up the Integration in Bucket.io

  1. In the top-right corner of your Bucket.io account, click on your account name or profile picture
  2. From the dropdown menu, select "My Account."
  3. On the left-hand menu, click "Add New Integration" to access the integrations hub
  4. Click the HubSpot icon. This will open a pop-up window requesting permission from HubSpot
  5. Click on the green "Request Permission" hyperlink

  1. You'll be redirected to a new browser tab where you can choose the HubSpot account you wish to integrate with
  2. Then You'll be asked to confirm that you want to integrate these two platforms, please confirm to proceed
  3. Once confirmed, you'll be shown an authorization code. Copy this code

  1. Switch back to the previous browser tab (your Bucket.io account)
  2. Paste the copied authorization code into the designated section for HubSpot integration
  3. Click "Save Integration" to finalize the connection


Step 3: Connecting a Bucket Funnel to a HubSpot Static List

  1. In Bucket.io, click on "Apps" from the top menu bar, then select "All Funnels."


  1. Find the funnel you want to integrate with HubSpot and click the three dots on the far right side of the funnel entry.
  2. From the dropdown menu, choose "Settings."


  1. On the left-hand menu of the settings page, locate "Integrations" (usually the last option) and click the arrow to expand the menu.
  2. Click the HubSpot icon to begin the integration process.


  1. Click the "Integrate to Funnel" button on the right-hand side. 


  1. Then, toggle the switch on to activate the integration. 


  1. You'll see a form where you need to choose "Contacts" as the CRM object.


  1. Connect each bucket or segment with its corresponding static list using the dropdown menus next to each bucket. Select the appropriate list for each bucket.


  1. Click the "Save Changes" button located at the top-right corner to finalize the connection.



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

Mon thru Fri, from 9:00 to 17:00 US CT