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How to connect Agile CRM and Figma
Create a New Scenario to Connect Agile CRM and Figma
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or Figma will be your first step. To do this, click "Choose an app," find Agile CRM or Figma, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
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Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Figma Node
Next, click the plus (+) icon on the Agile CRM node, select Figma from the list of available apps, and choose the action you need from the list of nodes within Figma.
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Authenticate Figma
Now, click the Figma node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Figma settings. Authentication allows you to use Figma through Latenode.
Configure the Agile CRM and Figma Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and Figma Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Agile CRM, Figma, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Agile CRM and Figma integration works as expected. Depending on your setup, data should flow between Agile CRM and Figma (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Agile CRM and Figma
Agile CRM + Figma + Slack: When a deal reaches a specified milestone in Agile CRM, trigger a celebratory graphic creation process in Figma, and then post that graphic to a dedicated Slack channel to notify the team of the successful deal closure.
Figma + Agile CRM + Google Sheets: When a comment is posted in Figma, log the project hours and client feedback into Agile CRM as a note and simultaneously update a Google Sheet for reporting purposes, keeping track of design project progress and feedback.
Agile CRM and Figma integration alternatives
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About Figma
Automate design workflows by connecting Figma to Latenode. Extract design assets, update text layers based on database values, or trigger notifications on component changes. Scale design operations by automating repetitive tasks and integrating them into broader business processes using Latenode's visual editor and code customization options.
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See how Latenode works
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FAQ Agile CRM and Figma
How can I connect my Agile CRM account to Figma using Latenode?
To connect your Agile CRM account to Figma on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Agile CRM and click on "Connect".
- Authenticate your Agile CRM and Figma accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Agile CRM contacts with new Figma design feedback?
Yes! Latenode allows you to automate updates from Figma to Agile CRM, keeping your sales team informed. Centralized feedback improves sales outreach effectiveness.
What types of tasks can I perform by integrating Agile CRM with Figma?
Integrating Agile CRM with Figma allows you to perform various tasks, including:
- Automatically update contact profiles with new design mockups.
- Trigger CRM tasks when design feedback is received in Figma.
- Create Agile CRM deals for Figma design project requests.
- Generate personalized sales materials based on Figma designs.
- Notify sales teams of design changes impacting client projects.
How can I use JavaScript with the Agile CRM integration on Latenode?
Latenode lets you enhance Agile CRM workflows with JavaScript, enabling data transformations or custom logic. Easily extend functionality without limitations.
Are there any limitations to the Agile CRM and Figma integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Figma component mapping may require custom JavaScript.
- Real-time updates depend on the Agile CRM API rate limits.
- Initial setup requires basic knowledge of Figma design structure.
