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FlutterFlow and Infusionsoft by Keap integration: Step-by-Step Guide 2024

Step-by-step guide on integrating FlutterFlow with Infusionsoft by Keap. Learn how to seamlessly connect and automate your workflows effortlessly!

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What is Infusionsoft by Keap?

Infusionsoft by Keap is a comprehensive, web-based customer relationship management (CRM) tool designed specifically for small businesses. It offers various services, including marketing automation, contact and lead management, e-commerce, and a streamlined customer communication hub. Infusionsoft by Keap can be adapted to fit a wide range of business needs, and aims to help small businesses consolidate their customer interactions and daily operations into a single, manageable system.

Matt Graham, CEO of Rapid Developers

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How to integrate FlutterFlow with Infusionsoft by Keap?

**Step-by-Step Guide on Integrating FlutterFlow with Infusionsoft by Keap**

 

**Step 1: Initial Setup**

 
  • FlutterFlow Account:
    • Ensure you have an account with FlutterFlow.
    • Create or open an existing FlutterFlow project where you want to integrate Infusionsoft by Keap.
  • Infusionsoft by Keap Account:
    • Make sure you have an active Infusionsoft by Keap account.
    • Familiarize yourself with the API documentation of Infusionsoft by Keap.
 

**Step 2: Obtain API Credentials from Infusionsoft by Keap**

 
  • Navigate to API Settings:
    • Log into your Infusionsoft by Keap account.
    • Go to the "Settings" or "API" section.
    • Create a new API Key or obtain the existing API Key and Secret.
  • Register Your Application:
    • Register your FlutterFlow application within the Infusionsoft Developers Portal.
    • Ensure to note down the Client ID and Client Secret as these will be needed for authentication.
 

**Step 3: Setting Up API Calls in FlutterFlow**

 
  • Access API Management:
    • Open your FlutterFlow project.
    • Navigate to the **API Calls** section found under the “Settings” or a similar menu within FlutterFlow.
  • Create API Call:
    • Create a new API Call.
    • Endpoint: Set the API endpoint URL provided by Infusionsoft by Keap (e.g., `https://api.infusionsoft.com/crm/rest/v1/contacts`).
    • Method: Select the HTTP method (e.g., GET, POST, PUT, DELETE) as required by the Infusionsoft API.
    • Headers: Add necessary headers, including `Authorization` (Bearer token), `Content-Type` (application/json), etc.
    • Parameters: Add any required parameters based on the API endpoint you are using.
 

**Step 4: Authentication Mechanism**

 
  • OAuth2 Authentication:
    • Infusionsoft by Keap uses OAuth2 for secure API access. Obtain the Bearer token by following the OAuth2 Authorization flow.
      • Direct your user to the authorization URL (`https://accounts.infusionsoft.com/app/oauth/authorize`) along with the Client ID, Redirect URI, and other required parameters.
      • Obtain the authorization code and exchange it for an access token by POSTing to the token URL (`https://api.infusionsoft.com/token`) with the Client ID, Client Secret, authorization code, and Redirect URI.
    • Store the obtained access token and refresh it as necessary based on Infusionsoft's token expiration policy.
 

**Step 5: Configure FlutterFlow Actions**

 
  • Widget Actions:
    • Add actions to your widgets within FlutterFlow to trigger the API Call.
      • Select the widget (e.g., button, form submission) that will trigger the API call.
      • Navigate to the **Actions** tab and select **Add Action**.
      • Choose **API Call** and select the specific API call you created earlier.
      • Optionally, map any form field values or user inputs to the API Call parameters.
 

**Step 6: Handle API Responses**

 
  • Response Configuration:
    • Configure how responses from Infusionsoft by Keap will be handled within your FlutterFlow app.
      • Define what data should be saved or displayed.
      • Use the _success_ and _error_ handling options to manage different response scenarios.
  • Displaying Data:
    • Utilize FlutterFlow widgets to display data fetched from Infusionsoft.
      • Bind API response data to appropriate fields or UI components within your app.
 

**Step 7: Testing Your Integration**

 
  • Test in Emulator:
    • Run your FlutterFlow app in the emulator to ensure the integration is functioning as expected.
    • Test various scenarios like form submissions, data retrieval, error handling, etc.
  • Debug and Fix Issues:
    • Use debugging tools available in FlutterFlow and inspect API call responses.
    • Fix any issues by adjusting API parameters, headers, or handling mechanisms as needed.
 

**Step 8: Deployment and Monitoring**

 
  • Deploy Your App:
    • Once tested, deploy your FlutterFlow app to your desired platforms (e.g., Google Play Store, Apple App Store).
  • Monitor and Maintain:
    • Regularly monitor API usage and ensure tokens are refreshed timely.
    • Handle any updates to Infusionsoft’s API endpoints or authentication mechanisms.

FlutterFlow and Infusionsoft by Keap integration usecase

Scenario

A fitness coaching business wants to streamline its client onboarding and engagement process for a new wellness program. They use FlutterFlow to create a custom mobile app and web landing page, where potential clients can sign up for more information or book an initial consultation. They aim to automatically capture these leads in Infusionsoft by Keap to facilitate follow-up emails, appointment reminders, and ongoing engagement.

Solution: Integrating FlutterFlow with Infusionsoft by Keap

Landing Page Creation

  • The fitness coaching business uses FlutterFlow to design a landing page for both their mobile app and web version. The landing page includes a form where potential clients can enter their contact details, fitness goals, and preferred consultation times.

Setting Up the Integration

  • They install the Infusionsoft by Keap API integration within FlutterFlow and configure it with their Infusionsoft API key.
  • Workflows are set up in FlutterFlow to trigger actions when a form is submitted on the landing page.

Data Sync Workflow

  • When a visitor submits the form, a predefined workflow is triggered.
  • The submitted data (e.g., name, email, fitness goals, preferred consultation time) is automatically sent to Infusionsoft by Keap using the configured API action.
  • A new contact is created in Infusionsoft, and the contact is tagged or assigned to a specific nurture sequence designed for new clients.

Client Engagement in Infusionsoft by Keap

  • The coaching team uses Infusionsoft to set up automated email sequences, reminders, and tasks based on the captured leads.
  • They can segment the leads based on their goals and engagement levels, enabling personalized communication to foster engagement and conversions.

Monitoring and Analytics

  • The integration allows seamless tracking of lead sources and engagement activities within Infusionsoft.
  • The fitness coaching business can monitor the effectiveness of their landing page and client engagement strategies, making data-driven decisions to optimize their wellness program.

Benefits

Efficiency: Automation of lead capture and client follow-up processes saves time and ensures all leads are promptly attended to.

Centralized Data: All client information is stored and managed in Infusionsoft, providing a unified view for the coaching team.

Personalized Follow-up: The integration allows targeted follow-up and engagement based on the specific interests and needs of the clients.

Data Insights: The business can analyze performance metrics in Infusionsoft, gaining a better understanding of client behavior and program effectiveness.

Conclusion

By integrating FlutterFlow with Infusionsoft by Keap, the fitness coaching business can efficiently manage client onboarding and engagement for their wellness program. This integration ensures timely, personalized follow-up, resulting in better client retention and program success.

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