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How to connect Linear and Salesforce
Create a New Scenario to Connect Linear and Salesforce
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 Salesforce will be your first step. To do this, click "Choose an app," find Linear or Salesforce, 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 Salesforce Node
Next, click the plus (+) icon on the Linear node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
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Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Linear and Salesforce 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 Salesforce 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, Salesforce, 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 Salesforce integration works as expected. Depending on your setup, data should flow between Linear and Salesforce (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 Salesforce
Linear + Salesforce + Slack: When a Linear issue is updated to resolved, the corresponding Salesforce opportunity is updated, and a message is sent to a designated Slack channel to notify the sales team.
Salesforce + Jira + Linear: When a Salesforce case is created, a Jira issue is created for engineering, and then a Linear issue is created to track the case with relevant details from both Salesforce and Jira.
Linear and Salesforce 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 Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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See how Latenode works
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FAQ Linear and Salesforce
How can I connect my Linear account to Salesforce using Latenode?
To connect your Linear account to Salesforce 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 Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesforce leads from new Linear issues?
Yes, Latenode enables this. Automatically create Salesforce leads from new Linear issues, ensuring seamless data flow and efficient lead management. Use Latenode's visual editor to build complex workflows.
What types of tasks can I perform by integrating Linear with Salesforce?
Integrating Linear with Salesforce allows you to perform various tasks, including:
- Create Salesforce tasks when new Linear issues are created.
- Update Salesforce opportunities when Linear issue status changes.
- Sync Linear issue comments to Salesforce case records.
- Generate Linear issues from new Salesforce lead conversions.
- Create reports in Salesforce based on Linear issue data.
How can I use JavaScript to customize my Linear and Salesforce automation?
Latenode lets you add custom JavaScript code to tailor your Linear and Salesforce automation, providing ultimate flexibility beyond no-code options, for truly unique workflows.
Are there any limitations to the Linear and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Salesforce objects may require custom field mapping.
- Rate limits apply based on your Linear and Salesforce plans.
- Real-time sync depends on webhook availability and reliability.
