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.
.png)
.png)
