Salesmate and Figma Integration

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Automatically generate design briefs in Figma from new Salesmate leads, updating designs based on deal stage. Latenode's visual editor makes complex updates simple, while affordable execution-based pricing ensures cost-effective scaling as your sales grow.

Swap Apps

Salesmate

Figma

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Salesmate and Figma

Create a New Scenario to Connect Salesmate and Figma

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Salesmate, triggered by another scenario, or executed manually (for testing purposes). In most cases, Salesmate or Figma will be your first step. To do this, click "Choose an app," find Salesmate or Figma, and select the appropriate trigger to start the scenario.

Add the Salesmate Node

Select the Salesmate node from the app selection panel on the right.

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Configure the Salesmate

Click on the Salesmate node to configure it. You can modify the Salesmate URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Figma Node

Next, click the plus (+) icon on the Salesmate 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.

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Configure the Salesmate 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.

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Set Up the Salesmate 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 donโ€™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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Save and Activate the Scenario

After configuring Salesmate, Figma, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the Salesmate and Figma integration works as expected. Depending on your setup, data should flow between Salesmate 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 Salesmate and Figma

Salesmate + Figma + Slack: When a new deal is closed in Salesmate, create a message in Slack congratulating the team and include a link to a specified Figma file related to the deal.

Figma + Salesmate + Google Sheets: When a comment is posted in Figma, search for the associated deal in Salesmate using data from the Figma comment. Then, add a row to Google Sheets logging the Figma comment and the associated Salesmate deal.

Salesmate and Figma integration alternatives

About Salesmate

Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.

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.

Salesmate + Figma integration

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FAQ Salesmate and Figma

How can I connect my Salesmate account to Figma using Latenode?

To connect your Salesmate account to Figma on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Salesmate and click on "Connect".
  • Authenticate your Salesmate and Figma accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Salesmate deals based on Figma design changes?

Yes, you can! Latenode's real-time data syncing and advanced logic let you trigger Salesmate updates when a Figma design is approved, improving sales-design alignment and speeding up the sales cycle.

What types of tasks can I perform by integrating Salesmate with Figma?

Integrating Salesmate with Figma allows you to perform various tasks, including:

  • Create Salesmate tasks from new comments on Figma designs.
  • Update Salesmate deal stages when Figma mockups are approved.
  • Generate design briefs in Figma based on Salesmate contact data.
  • Send Slack notifications when Figma designs are ready for Salesmate review.
  • Archive Figma files when a Salesmate deal is closed won.

What Salesmate data can I access and use within Latenode workflows?

Latenode provides access to contacts, deals, activities, and companies in Salesmate. Leverage it with AI to automate complex workflows and reporting.

Are there any limitations to the Salesmate and Figma 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.
  • Real-time updates depend on the Salesmate and Figma API availability.
  • Custom fields in Salesmate may require additional configuration.

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