[2.0] Integrating Infusionsoft with bucket.io

[2.0] Integrating Infusionsoft with bucket.io

Before transferring data (name, email, responses, etc.) from bucket.io to Infusionsoft, two things must happen first:

  1. Link or integrate bucket.io with Infusionsoft via API.
  2. Set up integration at the settings page inside the funnel in bucket.io - here is where Tags (According to Infusionsoft, they are marketing labels that are applied to contact records) are assigned.

Note:

  • Tags must be first created in Infusionsoft in order to have bucket.io apply them.



STEP # 1: In Infusionsoft

Open your Infusionsoft account, and keep it open.

STEP # 2: In bucket.io

Once logged into bucket.io, click the account profile located at the top-right corner - usually it has the user’s name.

  1. By clicking under account name or profile, it deploys a drop-down menu, click My Account
  2. Click Add New Integration to go to the integrations menu
  3. Click the Infusionsoft icon to open the integration window
  4. It prompts to Request Permission (from Infusionsoft), click the Request Permission hyperlink (green letters)
  5. It will open a new tab from Infusionsoft asking if you want to allow or deny access to bucket.io, click the Allow button
  6. Automatically, it displays an alphanumeric code - copy and paste the code in the bucket integration window.
  7. Click Save Integration

NOTE: The system should give a confirmation message at the top displaying “Integration Added Successfully” and the Infusionsoft icon should no longer have a plus (+)  sign indicating that something needs to be added - instead, it should display a gear icon.

For the next step(s) please look for the article Setting up the Infusionsoft Integration in bucket.io, as it addresses the way to fill out the form inside bucket.io.




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