PrimeFlow CRM Nodes
Use Contact, Company, and Activity nodes to build live CRM maps on a PrimeFlow canvas.
PrimeFlow has three CRM node types - Contact, Company, and Activity - that bring live CRM data onto a canvas. Use them to build relationship maps, account plans, sales canvases, and any visual workflow where people and organisations matter as much as the tasks.
This article covers the CRM nodes themselves. For the CRM-side view - how CRM connects to PrimeFlow as a whole and common sales scenarios - see CRM and PrimeFlow.
CRM nodes require Pro
Contact, Company, and Activity nodes are part of the Pro tier and need CRM enabled for the active Space. See License Settings and CRM Settings.
What you can do
Place Contact and Company nodes
to anchor a CRM map on a canvas.
Expand contact and company relationships
onto the canvas - linked people, companies, activities, and tasks.
Use live CRM data
on each node - the node reflects the real record.
Log activities, create tasks, and open records
directly from the Action Toolbar.
Connect CRM nodes
to projects, tasks, notes, and other canvas items.
Let PrimeFlow auto-link new activities
to any Contact or Company nodes already on the canvas.
Remove a node
from the canvas without deleting the CRM record.
How to add CRM nodes
Contact and Company nodes
Both can be added directly to a canvas.
From the Node Library
Step 1
Open PrimeFlow and open or create a canvas.
Step 2
Open Show Library.
Step 3
Drag Contact or Company onto the canvas.
Step 4
Choose an existing contact or company, or create a new one when prompted.
From the canvas right-click menu
Step 1
Right-click the canvas where the node should be placed.
Step 2
Choose Contact or Company.
Step 3
Choose an existing record, or create a new one.
For the full node-adding guide, see Adding Nodes in PrimeFlow.
Activity nodes
Activity nodes appear on the canvas by expanding Activities on a Contact or Company node. They aren't placed directly from the library because an activity belongs to a contact or company.
For expansion behavior, see PrimeFlow CRM Expansion Nodes.
What each node shows
Contact nodes
A Contact node summarises the linked contact with name, title, company, email, phone, priority, and a portrait when available.
Company nodes
A Company node summarises the linked company with name, industry, and status.
Activity nodes
An Activity node summarises the logged interaction - activity type, title, outcome, date, duration when relevant, and the linked contact and company.
CRM nodes are live links
A CRM node points to the real record in PrimeCRM. Changes to the record are reflected on the node when the canvas refreshes.
Use the CRM Action Toolbar
Click a Contact or Company node to open the PrimeFlow Action Toolbar for that record.
Contact actions
- Open Contact - open the contact detail page.
- Edit - edit the contact.
- Log Activity - log a new activity for the contact.
- Add Task - create a CRM task for the contact.
- Link Company - link the contact to a company.
- Remove from Canvas - take the node off the canvas.
Company actions
- Open Company - open the company detail page.
- Edit - edit the company.
- Log Activity - log a new activity for the company.
- Add Task - create a CRM task for the company.
- Link Contact - link a contact to the company.
- Remove from Canvas - take the node off the canvas.
Activities are edited and deleted from the CRM record rather than from a canvas toolbar - use the Open action on the Activity node to reach the record.
For the shared toolbar guide, see PrimeFlow Action Toolbar.
CRM nodes auto-link on the canvas
CRM nodes connect automatically in useful places:
- New activities you create from a Contact or Company node also connect to any existing Contact or Company node on the canvas they belong to.
- Project expansions that include a Contact or Company already on the canvas connect to the existing node instead of creating a copy. The same applies when a contact or company is referenced from multiple Project nodes.
This keeps a single contact, company, or activity on the canvas at most once, no matter how many parents reference it.
Place your key accounts first
Drop the company and the people who matter onto the canvas up front. Later expansions from projects, tasks, or activities will connect to them automatically.
Live CRM data
CRM nodes use the CRM record as the source of truth. When the canvas is refreshed, nodes reflect the current record - name, title, status, industry, counts, and relationships.
If a record is deleted from CRM, the canvas node shows a "not linked" state so you can see it was there and decide whether to remove it or replace it.
Shared vs Isolated CRM context
The record picker offers contacts and companies from the active CRM context:
- Shared CRM - records across the Space's shared CRM.
- Isolated CRM - records scoped to a specific project.
For the difference, see Shared vs Isolated CRM.
Color theme support
Contact, Company, and Activity nodes follow the canvas color theme and any per-node appearance override, so the node stays readable whatever theme is applied. Appearance is canvas-only and does not change the CRM record.
Pin behavior
Pin applies to generated CRM nodes produced by expansion - activities, related contacts, related companies, and linked CRM records from a Project node. Pinning keeps them on the canvas when the parent section is collapsed. See PrimeFlow CRM Expansion Nodes.
Independent Contact and Company nodes stay on the canvas until you move or remove them.
Connections
CRM nodes connect to other parts of the canvas through labeled relationships, including:
- Contact ↔ Company - linking people to organisations.
- Activity ↔ Contact and Activity ↔ Company - the people and organisations the activity belongs to.
- Project ↔ Contact and Project ↔ Company - from a Project node.
- Manual connections you draw for context.
For connection behavior, see PrimeFlow Connections and Edges.
Things worth knowing
Remove from Canvas does not delete the record
Removing a CRM node from the canvas takes the visual node off the canvas. The contact, company, or activity remains in PrimeCRM.
CRM nodes follow the active Space and CRM context
The records available in the picker, and the records a Project node can expand, depend on the active Space and its CRM context. Switching Spaces or switching between Shared and Isolated CRM changes what is available.
Creating a CRM record from the canvas is supported
For Contact and Company, you can create a new record in the picker while adding the node. Activities are logged from a Contact or Company node through Log Activity.
Appearance overrides are canvas-only
Changing a CRM node's appearance affects the canvas only. It does not change the CRM record.
Common questions
"Can I create a new contact or company directly from the canvas?"
Yes. When you add a Contact or Company node, the picker lets you create a new record and place the node in one step. Activities are created through the Log Activity action on a Contact or Company node.
"Why can't I drag an Activity from the library?"
Activities belong to a contact or company. Add the Contact or Company first, then expand Activities to place activities on the canvas.
"If I already have a contact on the canvas and a project expands its Project Contacts, will it duplicate?"
No. PrimeFlow auto-links to the existing Contact node instead of creating a copy. The same applies to Company nodes and to activities related to contacts or companies already on the canvas.
"Does Remove from Canvas delete the CRM record?"
No. Remove takes the node off the canvas only. The record stays in PrimeCRM.
"Why is the picker empty or missing records I expect?"
The picker reflects the active CRM context. Shared CRM offers the Space's shared records; Isolated CRM offers project-scoped records. See Shared vs Isolated CRM.
Where to go next
| If you want to… | Read this |
|---|---|
| See CRM from the CRM side | CRM and PrimeFlow |
| Work with generated CRM expansion nodes | PrimeFlow CRM Expansion Nodes |
| Use CRM node actions | PrimeFlow Action Toolbar |
| Manage contacts | Contacts |
| Manage companies | Companies |
| Work with activities | Activities |
| Manage CRM tasks | CRM Tasks |
| Understand Shared vs Isolated CRM | Shared vs Isolated CRM |