/flutterflow-integrations

FlutterFlow and Freshsales integration: Step-by-Step Guide 2024

Learn how to integrate FlutterFlow with Freshsales effortlessly. Follow our step-by-step guide to streamline your sales processes and boost productivity.

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What is Freshsales?

Freshsales is a cloud-based customer relationship management (CRM) platform developed by Freshworks. It is designed to help businesses better manage their interactions with current and potential customers by tracking and analyzing touchpoints throughout the customer lifecycle. Freshsales offers features like lead scoring, deal management, email tracking and personalized email options which help businesses drive sales and keep their customers engaged. It supports various industries including software, manufacturing, and healthcare.

Matt Graham, CEO of Rapid Developers

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How to integrate FlutterFlow with Freshsales?

 

Step-by-Step Guide on Integrating FlutterFlow with Freshsales

 

Step 1: Set Up Your FlutterFlow Project

  Initial Setup
  • Create a New FlutterFlow Project: Open FlutterFlow and create a new project or open an existing project where you want to integrate Freshsales.
  • Project Configuration: Configure your project settings within FlutterFlow to ensure it is aligned with your requirements.
 

Step 2: Create an API Token in Freshsales

  Access Freshsales
  • Login to Freshsales: Navigate to your Freshsales account dashboard and log in.
  • Generate API Token:
    • Click on your profile icon in the top right corner.
    • Select API Settings.
    • Click Generate New Token and name it appropriately, such as "FlutterFlow Integration".
    • Copy the API Token; you will need this later.
 

Step 3: Set Up HTTP Request in FlutterFlow

  Configure HTTP Requests
  • Navigate to API Calls: In FlutterFlow, click on API Calls under the App Settings panel.
  • Add New API Call:
    • Click on the + Add API Call button.
    • Name it something recognizable, such as "Freshsales API".
HTTP Header Configuration
  • Authorization Header:
    • Create a new header with the key Authorization.
    • Set the value as Token token=<YOUR_API_TOKEN>.
Base URL
  • Enter Base URL:
    • Set the Base URL as https://<YOUR_DOMAIN>.freshsales.io/api/<API_VERSION>/, replacing <YOUR_DOMAIN> with your Freshsales domain and <API_VERSION> with the API version you're using.
 

Step 4: Define Data Models in FlutterFlow

  Create Freshsales Data Models
  • Navigate to Firestore Collection: Go to Firestore under the Database section.
  • Define Data Fields: Depending on the Freshsales data you are fetching or pushing, define fields like customer\_id, name, email, status, etc.
  • Map the API Data: Ensure that your data model fields are correctly mapped to the Freshsales API response properties.
 

Step 5: Use the API Calls in Your App

  Implement API Calls in UI Components
  • Select the Widget: Choose the Widget where you want to make the Freshsales API call.
  • Add API Call:
    • Click on Actions in the widget properties panel.
    • Select Add Action and choose Make API Call.
    • Choose the Freshsales API call you set up previously.
Handle API Response
  • Configure Response Handling: Map the response data from Freshsales to your app's UI elements and data models.
 

Step 6: Testing the Integration

  Perform End-to-End Testing
  • Testing:
    • Run your FlutterFlow app and interact with the components that are connected to the Freshsales API.
    • Check the Freshsales dashboard to ensure data is correctly read/written.
Error Handling
  • Debug:
    • If there are any errors, use the console logs in FlutterFlow to debug and fix issues.
 

Step 7: Deploy and Monitor

  Deploy Your Application
  • Deploy to Testing/Production Environment: Use FlutterFlow's deployment features to publish your app.
Monitor
  • Monitor the app and ensure the Freshsales data integration works smoothly.
  • Use logging and analytics tools within FlutterFlow and Freshsales to track performance and issues.
 

Tips and Best Practices

 
  • Security Considerations: Ensure API tokens and other sensitive data are handled securely.
  • Documentation: Keep detailed documentation of your API endpoints and models for easier maintenance.
  • Regular Updates: Freshsales APIs may have updates; keep an eye on their documentation to ensure compatibility.

FlutterFlow and Freshsales integration usecase

Streamlining Customer Support for E-commerce Store with FlutterFlow and Freshsales Integration

Scenario:

An e-commerce store wants to enhance its customer support process by quickly addressing customer inquiries and tracking support requests. They already use FlutterFlow for their mobile app and web platform. They aim to integrate Freshsales to automatically capture and manage customer support tickets.

Solution: Integrating FlutterFlow with Freshsales

Customer Support Form Creation:

  • The store uses FlutterFlow to design a customer support form within their mobile app and web platform.
  • The form includes fields for the customer's name, email, order number, and the details of their issue.

Setting Up the Integration:

  • The store installs the Freshsales API integration within FlutterFlow and configures it with their Freshsales API key.
  • They set up workflows in FlutterFlow that trigger when a customer submits the support form.

Data Sync Workflow:

  • When a customer submits the support form, the workflow is triggered.
  • The submitted data (e.g., name, email, order number, issue details) is automatically sent to Freshsales using the configured Freshsales API action.
  • A new support ticket is created in Freshsales with the submitted information, and the ticket is assigned a priority based on the issue type.

Support Management in Freshsales:

  • The support team uses Freshsales to manage and track the status of tickets.
  • They can create automated email responses acknowledging receipt of the support request and provide estimated resolution times.
  • The team can also set up workflows to escalate high-priority tickets or assign them to specialized support agents.

Monitoring and Analytics:

  • The integration allows seamless tracking of support tickets and their resolution status within Freshsales.
  • The store can monitor response times, resolution times, and customer satisfaction ratings to improve support processes.

Benefits:

  • Efficiency: Automating ticket creation saves time and ensures no support request is missed.
  • Centralized Data: All support tickets are stored and managed in Freshsales, providing a single source of truth for the support team.
  • Improved Customer Experience: Customers receive prompt acknowledgment and updates on their support requests.
  • Data Insights: The store can analyze support metrics in Freshsales, gaining insights into common issues and overall support performance.

Conclusion:

By integrating FlutterFlow with Freshsales, the e-commerce store can efficiently manage customer support requests, ensuring timely and effective resolution. The centralized system in Freshsales allows for better tracking and customer satisfaction, ultimately enhancing the overall customer support experience.

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