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Set up your first integration
Quickly connect Linear to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Linear with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Customer" from Linear.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Linear and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Customer
Triggers when a new customer is created.
Try ItTriggerInstant - Creator
- Project
- Document ID
Try ItTriggerInstant- Creator
- Team
- Issue ID
Try ItTriggerInstant- Team
- Status
- Lead
- Initiative
Try ItTriggerInstant
- New Customer Need
Triggers when a new customer request is created.
Try ItTriggerInstant - Creator
- Initiative
Try ItTriggerInstant- TeamRequired
- Status
- Creator
- Assignee
- Priority
- Label
- Project
- Project Milestone
Try ItTriggerInstant- Creator
- Project
Try ItTriggerInstant
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Practical ways you can use Linear and Salesforce
Track Salesforce leads as Linear issues
When a new lead is created in Salesforce, Zapier creates a corresponding issue in Linear. This workflow allows engineers to stay aligned with incoming sales leads that require technical collaboration or input, saving time and tracking progress efficiently.
Engineering
Sync project updates to Salesforce
When an updated project update is logged in Linear, Zapier automatically updates the corresponding record in Salesforce. This ensures IT teams maintain consistent project data across platforms to enhance visibility and reduce communication lags.
IT
Create Salesforce leads for customer requests
When a new customer need is created in Linear, Zapier auto-generates a Salesforce lead. This bridges the gap between engineering and sales, ensuring every customer request is tracked for follow-up opportunities.
Sales OpsLearn how to automate Linear on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Linear + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Linear and Salesforce
What is required to integrate Linear with Salesforce?
To integrate Linear with Salesforce, you need active accounts with both platforms. You'll also require our platform to connect them and establish triggers and actions. Ensure you have appropriate permissions in both applications to set up integrations.
How do I create a trigger for the integration between Linear and Salesforce?
To create a trigger, identify the event in Linear that should initiate an action in Salesforce, such as 'New Issue' or 'Issue Updated'. Use our platform to set this trigger so that when the specified event occurs in Linear, it automatically prompts an action you've defined in Salesforce.
Can I customize the actions performed in Salesforce when a Linear trigger occurs?
Yes, actions can be customized based on your workflow requirements. For instance, when a new issue is created in Linear, you can configure it to automatically create or update a record in Salesforce—like linking it to an existing project or task.
What are some common triggers available when integrating Linear with Salesforce?
Common triggers include events like 'New Issue', 'Issue Updated', and 'Issue Closed' in Linear. These triggers can be used to automate actions within Salesforce according to your needs.
Is real-time syncing possible between Linear and Salesforce through this integration?
Yes, real-time syncing is possible as our platform supports instant trigger-action pairs. This ensures that any changes made in Linear or actions needed in Salesforce happen immediately and automatically.
Can I set up multiple actions for a single trigger when using this integration?
Absolutely, you can configure multiple actions for a single trigger. For example, on creating a new issue in Linear, you might want to update several records across different departments within Salesforce simultaneously.
How do I troubleshoot if the integration between Linear and Salesforce stops working?
If the integration halts unexpectedly, first check connection statuses on both platforms through our interface. Look for any updates or permission changes needed. Reviewing logs can also provide insights into any specific errors causing disruptions.
