/flutterflow-integrations

FlutterFlow and Zoho CRM integration: Step-by-Step Guide 2024

Learn how to integrate FlutterFlow with Zoho CRM in this step-by-step guide. Simplify your workflow and enhance your app functionality seamlessly.

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What is Zoho CRM?

Zoho CRM is a cloud-based customer relationship management software solution developed by Zoho Corporation. It is designed to help businesses of all sizes manage customer relations effectively and increase sales productivity. It offers features such as lead and contact management, sales automation, analytics, customer support, and team collaboration. With Zoho CRM, businesses can automate daily tasks, track sales, engage customers across all platforms, and convert more leads to deals.

Matt Graham, CEO of Rapid Developers

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How to integrate FlutterFlow with Zoho CRM?

 

Step-by-Step Guide on How to Integrate FlutterFlow with Zoho CRM

   

Step 1: Set Up a FlutterFlow Project

 
  • Open FlutterFlow.
  • Create a new project by clicking on Create New and specifying the necessary details such as project name and description.
  • Click Next and select a starter app template or start from scratch.
  • Finalize the project creation by clicking Create.
 

Step 2: Configure API in Zoho CRM

 
  • Login to your Zoho CRM account.
  • Navigate to Setup by clicking the wrench icon on the top-right corner.
  • Go to APIs under the Developer Space section.
  • Click on API Names, note down the module names and API names you’ll be working with.
  • Click on Generate Auth Token to generate your Zoho CRM authentication token.
 

Step 3: Enable API Access

 
  • From the Zoho CRM API section, generate an OAuth2 API token:
  • Click on Add Client ID.
  • Fill in the necessary details, including Client Name, Client Domain, Authorized Redirect URIs, and Client Type (Web-based).
  • Click Save.
  • Note down the Client ID and Client Secret.
 

Step 4: Set Up API Integration in FlutterFlow

 
  • Go back to your FlutterFlow project.
  • Navigate to Settings -> API Calls.
  • Click on Add API.
 

Step 5: Define API Endpoint and Headers

 
  • Enter the API name (e.g., ZohoCRM).
  • Define the base URL as https://www.zohoapis.com/crm/v2/.
  • Use the endpoint specific to the module you want to access, for example: Leads, Contacts, etc.
  • Set the headers. Generally, you should use the following:
    • Authorization: Zoho-oauthtoken {your_access_token}
    • Content-Type: application/json
 

Step 6: Authentication Configuration

 
  • Click on Add Authentication.
  • Select OAuth2 and fill in the details:
    • Client ID: Your Zoho CRM Client ID.
    • Client Secret: Your Zoho CRM Client Secret.
    • Authorization URL: https://accounts.zoho.com/oauth/v2/auth
    • Access Token URL: https://accounts.zoho.com/oauth/v2/token
    • Scopes: ZohoCRM.modules.ALL
 

Step 7: Configure Data Models

 
  • Define your data models in FlutterFlow to match the data structure you expect from Zoho CRM:
  • Navigate to Settings -> Data Models.
  • Click on Add Model and create a new data model for each CRM module you plan to integrate.
  • Name each model (e.g., LeadsModel, ContactsModel, etc.) and add fields corresponding to the CRM fields such as FirstName, LastName, Email, etc.
 

Step 8: Use API Calls in Widgets

 
  • Integrate the API calls into your FlutterFlow widgets:
  • Select the widget where you want to display data (e.g., ListView).
  • Navigate to the widget's properties and select Action -> API Call.
  • Choose the appropriate API call you defined earlier and map the fields to widget elements (e.g., List Item fields to data fields).
 

Step 9: Test Your Integration

 
  • Run a test of your application to ensure that the integration is successful:
  • Click the Run button in FlutterFlow to run your application on an emulator or physical device.
  • Interact with the app to check data retrieval and submission functionalities.
 

Step 10: Deploy and Monitor

 
  • Once testing is successful, deploy your FlutterFlow application:
  • Click on Deploy and follow the prompts to deploy your app to the desired platform (e.g., Android, iOS).
  • Monitor the integration:
    • Regularly check both Zoho CRM and your FlutterFlow app to ensure data is being exchanged correctly.
    • Set up error logging in FlutterFlow to capture any issues with API calls.
 

This detailed, step-by-step guide should help you successfully integrate FlutterFlow with Zoho CRM. By following these steps, you can achieve a seamless data flow between your mobile application and your customer relationship management system.

 

FlutterFlow and Zoho CRM integration usecase

Scenario

A real estate agency seeks to enhance its lead management process for a new housing development. They utilize FlutterFlow to create a customized mobile app and web landing page where potential buyers can register interest or schedule property viewings. The agency aims to automatically capture and organize these leads within Zoho CRM for effective follow-up and tracking.

Solution: Integrating FlutterFlow with Zoho CRM

Landing Page and Mobile App Creation

  • The real estate agency uses FlutterFlow to design a landing page and a mobile app interface that includes a form. This form collects contact information and specific details about the type of property the potential buyer is interested in.

Setting Up the Integration

  • The agency installs the Zoho CRM API integration within FlutterFlow, configuring it with their Zoho CRM API key.
  • Workflows are established in FlutterFlow to trigger actions when the form is submitted on the landing page.

Data Sync Workflow

  • Upon form submission, the configured workflow in FlutterFlow is triggered.
  • The submitted data (e.g., name, email, property preference) is automatically transferred to Zoho CRM using the Zoho CRM API.
  • A new lead is created in Zoho CRM with the captured information, and properly tagged or assigned to a specific real estate agent or sales team for streamlined tracking.

Lead Nurturing in Zoho CRM

  • The sales team uses Zoho CRM to set up automated follow-up sequences, tasks, and reminders based on the captured leads.
  • Leads are segmented based on property preferences and other criteria, allowing for targeted and effective communication.

Monitoring and Analytics

  • The integration facilitates the seamless tracking of lead sources and interaction histories within Zoho CRM.
  • The agency can assess the performance of the landing page and app, making informed decisions to optimize marketing strategies.

Benefits

  • Efficiency: Automated lead capture decreases the time required for manual data entry and reduces errors.
  • Centralized Data: Leads are stored and managed within Zoho CRM, offering a consistent source of truth for the sales team.
  • Personalized Follow-up: Enhanced targeting of follow-up campaigns based on the specific interests and behaviors of the leads.
  • Data Insights: The agency can analyze the campaign’s effectiveness within Zoho CRM, obtaining valuable insights into lead generation and conversion rates.

Conclusion

By integrating FlutterFlow with Zoho CRM, the real estate agency can efficiently manage leads from their housing development campaign, ensuring timely and personalized follow-up, ultimately driving better engagement and results.

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