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How to connect Figma and Agile CRM
Create a New Scenario to Connect Figma and Agile CRM
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 Figma, triggered by another scenario, or executed manually (for testing purposes). In most cases, Figma or Agile CRM will be your first step. To do this, click "Choose an app," find Figma or Agile CRM, and select the appropriate trigger to start the scenario.
Add the Figma Node
Select the Figma node from the app selection panel on the right.
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Add the Agile CRM Node
Next, click the plus (+) icon on the Figma node, select Agile CRM from the list of available apps, and choose the action you need from the list of nodes within Agile CRM.
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Authenticate Agile CRM
Now, click the Agile CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Agile CRM settings. Authentication allows you to use Agile CRM through Latenode.
Configure the Figma and Agile CRM 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 Figma and Agile CRM 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 Figma, Agile CRM, 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 Figma and Agile CRM integration works as expected. Depending on your setup, data should flow between Figma and Agile CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Figma and Agile CRM
Figma + Agile CRM + Slack: When a new comment is posted in Figma, a new task is created in Agile CRM, and a notification is sent to a Slack channel.
Agile CRM + Figma + Google Drive: When a deal reaches a specific milestone in Agile CRM, a celebratory design is generated in Figma, and the design is then saved to Google Drive.
Figma and Agile CRM integration alternatives
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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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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FAQ Figma and Agile CRM
How can I connect my Figma account to Agile CRM using Latenode?
To connect your Figma account to Agile CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Figma and click on "Connect".
- Authenticate your Figma and Agile CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Agile CRM contacts from Figma design feedback?
Yes, you can! Latenode allows parsing Figma comments using AI, then automatically creating new contacts in Agile CRM, streamlining feedback implementation.
What types of tasks can I perform by integrating Figma with Agile CRM?
Integrating Figma with Agile CRM allows you to perform various tasks, including:
- Create Agile CRM projects when new Figma files are created.
- Update Agile CRM contacts with design feedback from Figma comments.
- Send personalized email campaigns based on Figma user activity.
- Trigger Agile CRM tasks when Figma designs are approved.
- Automatically archive Figma files when related projects in Agile CRM are completed.
Can I use JavaScript to manipulate Figma data in Latenode?
Yes, Latenode allows incorporating JavaScript code blocks for advanced Figma data transformation and processing, extending integration capabilities.
Are there any limitations to the Figma and Agile CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization of very large Figma files may experience delays.
- Complex Agile CRM custom fields might require JavaScript for accurate mapping.
- API rate limits on either Figma or Agile CRM can impact high-volume workflows.
