.svg){kind=icon}
How to connect Figma and Zoho CRM
Create a New Scenario to Connect Figma and Zoho 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 Zoho CRM will be your first step. To do this, click "Choose an app," find Figma or Zoho 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.
+
1
Figma
Add the Zoho CRM Node
Next, click the plus (+) icon on the Figma node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
1
Figma
⚙
+
2
Zoho CRM
Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Figma and Zoho 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 Zoho 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Zoho CRM
1
Trigger on Webhook
⚙
2
Figma
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Figma, Zoho 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 Zoho CRM integration works as expected. Depending on your setup, data should flow between Figma and Zoho 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 Zoho CRM
Figma + Zoho CRM + Slack: When a new design is approved (indicated by a new comment) in Figma, update the corresponding client project details in Zoho CRM and notify the relevant team channel in Slack.
Zoho CRM + Figma + Google Drive: When a deal is closed in Zoho CRM, create a design brief from a template in Figma and save it to Google Drive in the client's folder for their onboarding package.
Figma and Zoho 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.
Related categories
About Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Figma and Zoho CRM
How can I connect my Figma account to Zoho CRM using Latenode?
To connect your Figma account to Zoho 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 Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zoho CRM contacts from new Figma design feedback?
Yes, absolutely! Latenode allows you to automate contact creation, ensuring that valuable feedback is immediately captured in Zoho CRM for proactive follow-up and improved client relations.
What types of tasks can I perform by integrating Figma with Zoho CRM?
Integrating Figma with Zoho CRM allows you to perform various tasks, including:
- Create new Zoho CRM leads from Figma design project initiations.
- Update Zoho CRM contact details based on Figma user profile changes.
- Generate Zoho CRM tasks when Figma design reviews are completed.
- Send Zoho CRM notifications for critical comments in Figma designs.
- Archive Figma design files to Zoho CRM upon project completion.
Can I use JavaScript to enhance my Figma + Zoho CRM automations?
Yes! Latenode's JavaScript support enables you to customize and extend your workflows beyond standard integrations, offering unparalleled flexibility.
Are there any limitations to the Figma and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Figma files with many layers may impact workflow execution speed.
- Custom fields in Zoho CRM require precise mapping for accurate data transfer.
- Real-time synchronization depends on the API request limits of both apps.
