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How to connect Linear and Close CRM
Create a New Scenario to Connect Linear and Close CRM
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 Linear, triggered by another scenario, or executed manually (for testing purposes). In most cases, Linear or Close CRM will be your first step. To do this, click "Choose an app," find Linear or Close CRM, and select the appropriate trigger to start the scenario.
Add the Linear Node
Select the Linear node from the app selection panel on the right.
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Add the Close CRM Node
Next, click the plus (+) icon on the Linear node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Linear and Close CRM 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 Linear and Close CRM 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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Save and Activate the Scenario
After configuring Linear, Close CRM, 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 Linear and Close CRM integration works as expected. Depending on your setup, data should flow between Linear and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Linear and Close CRM
Linear + Close CRM + Slack: When a Linear issue is updated, the automation updates the related Close CRM lead. After updating the lead, a Slack message is sent to a specified channel.
Close CRM + Linear + Google Sheets: When a new lead is created in Close CRM, an issue is created in Linear to follow up. The details of the new lead and Linear issue are then added to a Google Sheet.
Linear and Close CRM integration alternatives
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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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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See how Latenode works
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FAQ Linear and Close CRM
How can I connect my Linear account to Close CRM using Latenode?
To connect your Linear account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Linear and click on "Connect".
- Authenticate your Linear and Close CRM 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 this simple. Automatically generate Linear issues, streamlining project tracking & ensuring sales opportunities never slip through the cracks.
What types of tasks can I perform by integrating Linear with Close CRM?
Integrating Linear with Close CRM allows you to perform various tasks, including:
- Create Linear issues when new leads are created in Close CRM.
- Update Linear issue statuses based on Close CRM opportunity stages.
- Sync Close CRM contact data with Linear issue assignees.
- Send Close CRM emails when Linear issues are resolved.
- Generate Close CRM tasks from Linear issue comments.
WhatLinear-specifictriggersandactionsareavailableonLatenode?
Latenode offers triggers for new issues/comments & actions for creating/updating issues. Use JavaScript steps to extend functionality as needed.
Are there any limitations to the Linear and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Rate limits of both Linear and Close CRM APIs apply.
- Real-time synchronization depends on the polling interval.
