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

Step-by-step guide to integrating FlutterFlow with Insightly. Boost productivity by seamlessly connecting your app with CRM.

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What is Insightly?

Insightly is a customer relationship management (CRM) and project management software developed for small to medium-sized businesses. It’s a cloud-based platform that provides integrated tools for managing sales, contacts, projects, and tasks all in one place. It also has features like email tracking, customizable reports, and data importing abilities from external sources. It aims to boost business efficiency and streamline processes to enhance productivity and customer relationships.

Matt Graham, CEO of Rapid Developers

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How to integrate FlutterFlow with Insightly?

 

Step 1: Set Up Your Insightly API Key

  • Log in to your Insightly account: Navigate to the Insightly Login Page and log in with your credentials.
  • Find the API key:
    • Go to the User Profile by clicking on your avatar at the top-right corner of the screen.
    • Navigate to User Settings.
    • Scroll down to the API Keys section.
    • Copy the API key listed there. You will need this key to authenticate API requests from FlutterFlow.
 

Step 2: Configure Your FlutterFlow Project

  • Open FlutterFlow: Go to the FlutterFlow website and log in with your account.
  • Create a new project or open an existing one: Choose the project you want to integrate with Insightly.
  • Navigate to the API Calls section:
    • Go to the left sidebar and select Backend > API Calls.
    • Click + Add API to add a new API.
 

Step 3: Add Insightly API Endpoints

  • Define the API Base URL:
    • Typically, Insightly’s API base URL is https://api.insightly.com/v3.1/. Use this as your base URL.
  • Set up the endpoint:
    • Endpoint URL: Type in the endpoint you wish to access. For example, to fetch contacts, use /Contacts.
    • HTTP Method: Choose the appropriate HTTP method, such as GET, POST, PUT, or DELETE, depending on what you need to do.
 

Step 4: Configure Authentication

  • Add Headers:
    • Click Add Header.
    • Set the Key to Authorization.
    • Set the Value to Basic YOUR_API_KEY. Replace YOUR_API_KEY with the actual API key you copied from Insightly. Note: You will need to encode your API key as a Basic Authentication token—use a tool to generate this if necessary.
 

Step 5: Test the API Endpoint

  • Test: Click the Test API button to ensure that your setup is correct and the API call is working.
  • If successful, you should see a response from Insightly with the data formatted according to the endpoint you chose.
 

Step 6: Use the API in Your FlutterFlow Application

  • Bind API Calls to Widgets:
    • Select the widget where you want to display or interact with the API data.
    • Go to the Actions & API Calls section.
    • Choose Call API and select the API endpoint you configured.
    • Bind the API response data to your widget fields.
 

Step 7: Manage Data and State

  • Handle API Responses:
    • Ensure you properly handle the data by mapping response fields to the relevant widgets in your FlutterFlow application.
    • Use FlutterFlow’s state management features to update your UI dynamically based on the data retrieved from Insightly.
 

Step 8: Debug and Refine

  • Debugging:
    • If something isn’t working, go back and check each configuration step for errors.
    • Use Insightly’s API documentation to understand the structure and requirements of different endpoints.
    • In FlutterFlow, ensure that your widgets are properly set up to display dynamic data.
 

Step 9: Publish Your Application

  • Review:
    • Thoroughly review your application to make sure all API calls and data bindings are working as expected.
  • Deploy:
    • When satisfied, follow FlutterFlow’s deployment guidelines to publish your application.
 

Additional Tips

  • Error Handling:
    • Implement error handling to manage API communication failures gracefully.
  • Security:
    • Avoid hardcoding API keys in your application. Use environment variables or secure storage solutions.
 

FlutterFlow and Insightly integration usecase

Scenario:

A real estate agency wants to streamline its client acquisition process through a custom mobile app and website. They plan to use FlutterFlow to create the app and web interface where potential property buyers can express interest in specific listings. The agency needs to automatically capture these leads in Insightly for further nurturing and tracking.

Solution: Integrating FlutterFlow with Insightly

Mobile App & Website Creation

  • The agency uses FlutterFlow to design a mobile app and web landing page with forms where interested buyers can provide their contact details and property preferences.

Setting Up the Integration

  • Within FlutterFlow, the agency installs the Insightly API integration and configures it with their Insightly API key.
  • They set up workflows in FlutterFlow that trigger when a form is submitted on the app or landing page.

Data Sync Workflow

  • When a visitor submits the form, the workflow is activated.
  • The submitted information (e.g., name, email, desired property features) is automatically sent to Insightly using the configured API action.
  • A new contact is created in Insightly with the submitted details and is tagged or associated with a specific property listing or campaign for effortless tracking.

Lead Nurturing in Insightly

  • The sales team at the real estate agency uses Insightly to set up automated email sequences, follow-up tasks, and notifications based on the captured leads.
  • They can segment leads by property interests and engagement levels, enabling personalized communications that increase the chances of conversion.

Monitoring and Analytics

  • The integration facilitates seamless tracking of lead sources and interactions within Insightly.
  • The agency can monitor the effectiveness of their app and web landing page, making data-driven decisions to refine their strategy.

Benefits

  • Efficiency: Automates lead capture, saving time and reducing manual errors.
  • Centralized Data: Stores and manages all captured leads in Insightly, providing a unified source of information for the sales team.
  • Personalized Follow-up: Enables targeted follow-up campaigns based on the specific property interests of the leads.
  • Data Insights: Allows the agency to analyze the performance of their client acquisition efforts in Insightly, gaining insights into lead generation and conversion rates.

Conclusion

By integrating FlutterFlow with Insightly, the real estate agency can efficiently manage leads from their app and website, ensuring timely and personalized follow-up, and ultimately enhancing their client acquisition process.

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