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Automatically add new Figma design project details to Zoho CRM as leads. Latenode's visual editor and JavaScript support let you customize the data transfer and scale affordably.
Connect Figma and Zoho CRM in minutes with Latenode.
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Create a New Scenario to Connect Figma and Zoho CRM
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
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.
Figma
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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:
JavaScript
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AI Anthropic Claude 3
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Zoho CRM
Trigger on Webhook
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Figma
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Figma, Zoho CRM, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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 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.
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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:
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:
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: