Linear + Microsoft Dynamics 365 CRM

Create Linear issues for new Microsoft Dynamics 365 CRM leads

Efficiently manage your leads and track their progress with this seamless workflow between Microsoft Dynamics 365 CRM and Linear. When a new lead is added in Microsoft Dynamics 365 CRM, an issue will be created in Linear, streamlining your process and ensuring timely follow-ups with potential clients. Stay organized and never miss a lead with this powerful automation.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create IssueCreate a new issue in Linear
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Linear

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Linear

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
- Owner
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Customer Need
Triggers when a new customer request is created.
Trigger
Instant
Try It
- Creator
- Initiative
Trigger
Instant
Try It
- Team
  Required
- Status
- Creator
- Assignee
- Priority
- Label
- Project
- Project Milestone
Trigger
Instant
Try It
- Creator
- Project
Trigger
Instant
Try It
Updated Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
- Creator
- Initiative
Trigger
Instant
Try It
- Team
- Status
- Lead
- Initiative
Trigger
Instant
Try It
- Issue
  Required
- Label
  Required
Action
Write
- Customer ID
- External Customer ID
- Issue ID
- Attachment ID
- Attachment URL
- Body
- Priority
Action
Write
- Name
  Required
- Summary
- Content
- Status
- Teams
  Required
- Members
- Lead
- Priority
Action
Write
- Template
- Team
  Required
- Description
- Parent Issue
- Status
- Assignee
- Subscriber emails
- Priority
- Estimate
- Labels
- Project
- Project Milestone
- Due Date
Action
Write
- Issue ID
  Required
- Team
- Title
- Description
- Parent Issue
- Status
- Assignee
- Priority
- Estimate
- Labels
- Project
- Project Milestone
- ClearFieldHelpText
- Due Date
Action
Write
- Issue ID or identifier
  Required
Action
Search
- Issue ID or identifier
  Required
Action
Search

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
- Creator
- Project
- Document ID
Trigger
Instant
Try It
- Creator
- Team
- Issue ID
Trigger
Instant
Try It
- Team
- Status
- Lead
- Initiative
Trigger
Instant
Try It
- Creator
- Project
- Team
Trigger
Instant
Try It
Updated Customer Need
Triggers when a customer request is updated.
Trigger
Instant
Try It
- Team
  Required
- Status
- Creator
- Assignee
- Priority
- Label
- Project
- Project Milestone
Trigger
Instant
Try It
- Creator
- Project
- Team
Trigger
Instant
Try It
- Name
  Required
- Domains
- External IDs
- Revenue
- Size
- Tier ID
Action
Write
- Issue
  Required
- URL
  Required
- Title
Action
Write
- Issue
  Required
- Comment Body
  Required
Action
Write
- Issue
  Required
- Label
  Required
Action
Write
- Customer ID
  Required
Action
Search
- Issue Name
  Required
- Team
Action
Search
- Project ID or project slug ID
  Required
Action
Search

About Linear

Linear helps you manage software development processes.

Learn moreLearn moreHelpHelp

Related categories

Team Collaboration

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Microsoft

Premium

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Related Zap Templates

Create Linear issues for new Microsoft Dynamics 365 CRM contacts

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Create Linear issues for new Microsoft Dynamics 365 CRM contacts