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How to connect Close CRM and Linear
Create a New Scenario to Connect Close CRM and Linear
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Linear will be your first step. To do this, click "Choose an app," find Close CRM or Linear, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Close CRM
Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Linear Node
Next, click the plus (+) icon on the Close CRM node, select Linear from the list of available apps, and choose the action you need from the list of nodes within Linear.
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Authenticate Linear
Now, click the Linear node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Linear settings. Authentication allows you to use Linear through Latenode.
Configure the Close CRM and Linear 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 Close CRM and Linear 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 don’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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Linear
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Trigger on Webhook
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Close CRM
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, Linear, and any additional nodes, don’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 “Run once” and triggering an event to check if the Close CRM and Linear integration works as expected. Depending on your setup, data should flow between Close CRM and Linear (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and Linear
Close CRM + Linear + Slack: When a lead's status changes in Close CRM, automatically create a corresponding feature request in Linear, and then notify the product team in Slack about the new feature request.
Linear + Close CRM + Zendesk: When a Linear issue is updated, update the associated contact in Close CRM, and create a Zendesk ticket for customer feedback.
Close CRM and Linear integration alternatives
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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About Linear
Connect Linear to Latenode for automated issue tracking. Streamline bug reporting from various sources. Automatically create Linear issues from form submissions or customer support tickets. Update issue statuses based on events in other systems like Git or CI/CD pipelines, all within a scalable, low-code workflow.
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See how Latenode works
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FAQ Close CRM and Linear
How can I connect my Close CRM account to Linear using Latenode?
To connect your Close CRM account to Linear on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Linear accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Linear issues from new Close CRM leads?
Yes, you can! Latenode's visual editor makes it easy to trigger issue creation. Benefit: instant task assignment and no lost leads. Use our no-code or JavaScript blocks.
What types of tasks can I perform by integrating Close CRM with Linear?
Integrating Close CRM with Linear allows you to perform various tasks, including:
- Create Linear issues when new opportunities arise in Close CRM.
- Update Linear issue statuses based on Close CRM deal stages.
- Sync Close CRM contact information with Linear users.
- Trigger Close CRM activities when Linear issues are resolved.
- Generate reports combining data from both Close CRM and Linear.
Can I use custom fields from Close CRM in my Linear workflows?
Yes, Latenode supports using custom fields. Access any Close CRM field via our visual interface or code block for tailored automation.
Are there any limitations to the Close CRM and Linear integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Rate limits of the Close CRM and Linear APIs apply.
- Real-time synchronization depends on the polling interval set.
