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How to connect Figma and Close CRM
Create a New Scenario to Connect Figma and Close 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 Close CRM will be your first step. To do this, click "Choose an app," find Figma or Close 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 Close CRM Node
Next, click the plus (+) icon on the Figma node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Figma and Close 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 Close 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, Close 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 Close CRM integration works as expected. Depending on your setup, data should flow between Figma and Close 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 Close CRM
Figma + Close CRM + Slack: When a new comment is posted in Figma, search for leads in Close CRM. If a lead exists, send a Slack message to notify the sales team about the new comment.
Close CRM + Figma + Google Drive: When a deal closes in Close CRM, find relevant design files in Figma using file names or project names. Archive those files to a specified folder in Google Drive by copying them.
Figma and Close 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 Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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See how Latenode works
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FAQ Figma and Close CRM
How can I connect my Figma account to Close CRM using Latenode?
To connect your Figma account to Close 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 Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Close CRM contacts from new Figma comments?
Yes, you can. Latenode allows real-time updates via webhooks, ensuring Close CRM reflects the latest Figma feedback without manual data entry, saving time and improving accuracy.
What types of tasks can I perform by integrating Figma with Close CRM?
Integrating Figma with Close CRM allows you to perform various tasks, including:
- Create Close CRM leads from new Figma design project initiations.
- Update Close CRM contact details based on Figma user profile changes.
- Send Close CRM notifications for Figma file approval requests.
- Log Figma design asset usage in Close CRM deal records.
- Trigger Close CRM tasks when Figma prototypes are finalized.
What Figma triggers are available within Latenode's integration?
Latenode supports triggers for new comments, file updates, and project creation. Customize workflows to react instantly to Figma activity.
Are there any limitations to the Figma and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Figma component variations might require custom JavaScript parsing.
- Initial data synchronization may take time for very large Figma files.
- Rate limits on the Figma API can affect high-volume workflows.
