Buyer IQ Configurations

Last updated: April 30, 2026

Buyer IQ requires configuration in three locations: your CRM (for consent tracking), your landing page/VSL (for lead's disclosure) and Charlie (for feature enablement).

IN CRM

For any CRM, you'll need to ensure these custom fields are present and mapped correctly for BuyerIQ's logic:

  • IP_address: Provides evidence of where consent originated for compliance purposes

  • Consent Timestamp: Records exact date and time when consent was provided

💡

Consent Timestamp Method

(Visual guidance below)

IP Address Field Preparation

GHL

{{right_now.date_time_iso}} in workflow (must be exact)

Custom field ip_address

HUBSPOT

Workflow "Date of step" action

Custom field ip_address

ZAPIER

Formatter: Current time: UTC (ISO)

Custom field ip_address

IP Custom Field

Create a custom field named ip_address (type: text) in your CRM.

The method for capturing the IP address will be handled by CX team during set up process.

Capturing Consent Timestamp (visual guidance)

GoHighLevel (GHL)

  • Use the built-in merge field {{right_now.date_time_iso}} .

Screenshot 2026-04-07 at 8.57.23 AM.png

 HubSpot

  • Create a custom property (type: date ) for consent timestamp.

  • In workflows, use the "Set property value" action and select "Date of step" to automatically record the date and time when the workflow runs (i.e., when consent is given).

  • Reference: HubSpot - Use today's date in the CRM

Zapier

  • Add a Formatter step in your Zap.

  • Use the built-in variable Current time: UTC (ISO) to capture the current date and time when the Zap runs.

  • Map this value to your custom consent timestamp field in your CRM.

  • Reference: Zapier - Date/Time Formatter

Screenshot 2026-04-07 at 2.39.41 PM.png

Custom Field for Contacts

GoHighLevel (GHL)

  • Go to Settings > Custom Fields.

  • Click Add Field.

  • Select the field type (e.g., Text for ip_address).

  • Set the object type to Contact.

  • Name the field (e.g., "ip_address").

  • Assign it to a group if needed, then click Save.

  • Video tutorial

HubSpot

  • Click the gear icon (âš™) to open Settings.

  • In the left sidebar, select Properties.

  • At the top, choose Contact properties.

  • Click Create property.

  • Set the object type to Contact.

  • Choose a group or create a new one.

  • Enter the property name (e.g., "ip_address").

  • Select the field type (e.g., Single-line text).

  • Click Create.

  • Video tutorial

Zapier-Integrated CRMs

  • In your CRM, go to settings/customization and add a new custom field to contacts (choose the appropriate data type).

  • In Zapier, refresh the field data for your CRM app in your Zap.

  • When setting up the action to create/update a contact, map the new custom field from your trigger app to the CRM.

  • For some CRMs (like Salesflare, Marketing 360®, Feathr, LeadConnector), ensure the custom field name matches exactly in both the CRM and Zapier.

  • Only supported field types (usually text, number, date) can be mapped via Zapier.

IN Landing/VSL

To follow the requirements of the FCRA, you need to include a script on your landing page or VSL that captures the visitor's IP address. The script goes in your page's header code and works with any landing page builder.

🎥 GHL Video Walkthrough: Watch the full BuyerIQ IP capture setup tutorial for GHL

Script

<script>
fetch('https://api.ipify.org?format=json')
  .then(function(r) { return r.json(); })
  .then(function(data) {
    var params = new URLSearchParams(window.location.search);
    if (!params.has('ip_address')) {
      params.set('ip_address', data.ip);
      window.location.href = window.location.pathname + '?' + params.toString();
    }
  })
  .catch(function(err) { console.error('BuyerIQ IP error:', err); });
</script>

GHL Setup — Step by Step

Step 1 — Create a custom contact field

  1. In your GHL sub-account, click Settings (bottom-left gear icon)

  2. Click Custom Fields in the left sidebar

  3. Make sure you're on the Contact tab at the top

  4. Click the + Add Field button

  5. Set Field Type to Single Line

  6. Set Field Label to IP Address

  7. Click Save

Step 2 — Add a hidden field to your form

  1. Open your Funnel or Website page in the GHL page builder

  2. Click on your Form or Survey element to edit it

  3. Click + Add Form Element

  4. Select your new IP Address custom field from the list

  5. Hover over the IP Address field and click the pencil icon to edit it

  6. Toggle Hidden to ON

  7. Under Default Value, set it to pull from URL parameter: ip_address

  8. Click Save on the form, then Save/Publish the page

Step 3 — Add the script to the page

  1. In the GHL page builder, click Settings (gear icon at the top of the page — NOT the sub-account settings)

  2. Go to the Custom Code or Tracking Code section

  3. Find the Header Code box

  4. Paste the BuyerIQ script from above

  5. Click Save, then Publish the page

Step 4 — Test it

  1. Open your published page in a browser (use the live URL, not the preview)

  2. The page will do a quick reload — after that you'll see ?ip_address= followed by a number in the URL bar

  3. Fill out and submit the form with test info

  4. In GHL, go to Contacts and find that test submission

  5. Open the contact and scroll to custom fields — you should see the IP Address field populated

If the field is blank, go back to Step 2 and make sure the hidden field's default value is set to pull from the URL parameter ip_address.

HubSpot Setup — Step by Step

Step 1 — Create a custom contact property

  1. Click the gear icon (âš™) in the top-right corner to open Settings

  2. In the left sidebar, click Properties under "Data Management"

  3. Make sure the Contact properties tab is selected

  4. Click Create property (top right)

  5. Set Group to Contact information

  6. Set Label to IP Address

  7. Click Next

  8. Set Field type to Single-line text

  9. Click Create

Step 2 — Add a hidden field to your HubSpot form

  1. In the top nav, go to Marketing → Forms

  2. Click on the form you want to edit (or create a new one)

  3. In the form editor, find IP Address in the left sidebar under "Contact properties" and drag it into your form

  4. Click on the IP Address field you just added

  5. In the field settings panel, scroll down and toggle Make this field hidden to ON

  6. A new option appears: Populate from URL query parameter

  7. In that box, type exactly: ip_address

  8. Click Update (top right), then Publish changes

Step 3 — Add the script to your page

If using a HubSpot landing page:

  1. Go to Marketing → Landing Pages

  2. Click on your page to edit it

  3. Click Settings at the top of the editor

  4. Scroll down to Additional code snippets

  5. Paste the BuyerIQ script in the Head HTML box

  6. Click Save and Publish

If using an external website (WordPress, Squarespace, etc.):

  1. Go to your website's admin/settings

  2. Find the option to add code to the site header (e.g. in WordPress: use a plugin like "Insert Headers and Footers")

  3. Paste the BuyerIQ script

  4. Save

Step 4 — Test it

  1. Open your live page in a browser (not a preview — use the actual published URL)

  2. The page will do a quick one-time reload — you'll see ?ip_address= followed by a number in the URL bar

  3. Fill out and submit the form with test info

  4. In HubSpot, go to Contacts and find the test submission

  5. Click the contact, then click View all properties

  6. Search for IP Address — it should show the IP number

If the field is blank, go back to Step 2 and make sure the Populate from URL query parameter value is exactly ip_address (lowercase, with underscore).

Troubleshooting

  • IP not showing up? Make sure you're testing on the live published URL, not a builder preview. The script doesn't run in preview mode.

  • Page keeps reloading? This shouldn't happen — the script checks if ip_address is already in the URL and skips the redirect. Clear your browser cache and try again.

  • Using a different CRM? The script works the same way — add a hidden field to your form, set it to read from the URL parameter ip_address, and paste the script in your page's header code.

IN Charlie

  1. Go to the AI Setter section on your left side menu

  2. Select the AI setter where you want to enable Buyer IQ

  3. Go to the integrations option in the top menu

  4. Click on the BuyerIQ section and configure it.

This configuration can be done exclusively for the "Admin" team members and "Account owners"

Visual guidance

Screenshot 2026-02-09 at 4.05.30 PM.png

Buyer IQ is configured per Setter, not account-wide.

Consent & FCRA Disclosure Template

Copy the consent text below and replace the [bracketed placeholders] with your brand's information before adding it to your landing page or funnel.

Consent to Receive SMS Messages

By providing your phone number through our websites, forms, or communication channels and checking the consent box, you expressly agree to receive SMS messages from [Company Legal Name]. Consent is collected through a clear, unchecked opt-in mechanism and is not a condition of purchase. Users must take an affirmative action to subscribe. Message frequency varies. Message and data rates may apply depending on your mobile carrier.

Consent to Data Sharing

By using our websites, forms, or services, you acknowledge and agree that [Company Legal Name] and [Company Website] may collect, use, and securely share your information with trusted third-party partners, including BuyerIQ, to enhance your experience through Charlie AI and provide personalized recommendations, services, and insights. This may include the use of your information to better understand your needs, improve service offerings, and deliver a more tailored buyer experience.

FCRA Disclosure

In connection with certain services, [Company Legal Name], [Company Website], and their partner BuyerIQ may access and use consumer report information or other credit-related data, where applicable, in compliance with the Fair Credit Reporting Act (FCRA), for the purpose of evaluating eligibility and enhancing user experience. Any such use will only occur where permitted by law and, where required, will be subject to your prior explicit consent through applicable forms or authorization mechanisms.

Data Sharing & Privacy

We do not sell your personal information. Your data may be shared with BuyerIQ solely for the purposes described above and will be handled in accordance with applicable data protection laws. All parties, including [Company Legal Name], [Company Website], and BuyerIQ, implement reasonable safeguards to protect your information and ensure it is used only as necessary to provide and improve services.

For more information, please review our Privacy Policy: [Privacy Policy URL]

Custom Value Mapping

Once a Buyer IQ report runs during a conversation, the report data can be automatically synced to your CRM or sent to Zapier — giving your team instant access to lead financial insights without leaving the tools they already use.

What data is synced
When a Buyer IQ report completes, the following data points are available for syncing:
• Credit Score
• Available Credit
• Estimated Income
• Buyer IQ report date

We recommend to first get familiar with "Custom Fields updates" & "Property updates" 📄 GHL: In-Charlie settings and 📄 Hubspot: In-Charlie settings

GHL

1. Go to your DM Setter → Integrations tab
2. Unlike HubSpot, GHL does not create custom fields automatically
3. First, go to your GHL Account Settings and create the custom fields you want to use for Buyer IQ data (e.g., Credit Score, Line of Credit, Annual Income)
4. Return to Charlie → Integrations tab and map your newly created GHL fields to the corresponding Buyer IQ data points
5. Once mapped, Buyer IQ report data will sync to the GHL contact record each time a report runs

Screenshot 2026-04-29 at 3.41.29 PM.png

Hubspot

1. Go to your DM Setter → Integrations tab
2. Reintegrate HubSpot (disconnect and reconnect if integration was done before May 1st)
3. New custom fields for Buyer IQ data are created automatically in HubSpot
4. In the Custom Mapping section, you'll see these new fields
5. A new trigger event called BuyerIQ will appear — click on it to see a dropdown with the available data fields you can map
6. Once mapped, every time a Buyer IQ report fires during a conversation, the results are pushed to the corresponding HubSpot contact record automatically

Screenshot 2026-04-29 at 3.43.08 PM.png

Zapier

1. Go to the Charlie AI app in Zapier
2. Navigate to Triggers — at the bottom of the list, you'll find the Buyer IQ Report trigger
3. Create a new Zap using this trigger
4. When a Buyer IQ report fires during a conversation with a lead, the report data (credit score, income, qualification result, etc.) is sent to your Zap
5. Use subsequent Zapier actions to route this data wherever your team needs it — spreadsheets, notifications, other CRMs, and more