Linear and Zoho CRM Integration

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Sync Linear issues as Zoho CRM leads to track sales progress. Latenode's visual editor and affordable execution pricing simplify the automation of lead generation and customer data synchronization.

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Linear

Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Linear and Zoho CRM

Create a New Scenario to Connect Linear and Zoho 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 Zoho CRM will be your first step. To do this, click "Choose an app," find Linear or Zoho 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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Linear

Configure the Linear

Click on the Linear node to configure it. You can modify the Linear URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Linear

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Run node once

Add the Zoho CRM Node

Next, click the plus (+) icon on the Linear node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.

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Zoho CRM

Authenticate Zoho CRM

Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.

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Sign In

Run node once

Configure the Linear and Zoho CRM Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Zoho CRM Oauth 2.0

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The action ID

Run node once

Set Up the Linear and Zoho 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, Zoho 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 Zoho CRM integration works as expected. Depending on your setup, data should flow between Linear and Zoho 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 Zoho CRM

Linear + Zoho CRM + Slack: When a Linear issue is updated to 'Resolved', the flow updates the corresponding Zoho CRM record. A message is then sent to a designated Slack channel to notify the sales team of the resolution.

Zoho CRM + Google Sheets + Linear: When a new lead is created or updated in Zoho CRM, and matches specific high-priority criteria, a new issue is created in Linear, and a new row is added to a Google Sheet to track the issue status.

Linear and Zoho 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.

About Zoho CRM

Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.

See how Latenode works

FAQ Linear and Zoho CRM

How can I connect my Linear account to Zoho CRM using Latenode?

To connect your Linear account to Zoho 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 Zoho CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Zoho CRM leads from new Linear issues?

Yes, you can! Latenode allows you to create automated workflows that trigger lead creation in Zoho CRM whenever a new issue is created in Linear, improving sales follow-up speed.

What types of tasks can I perform by integrating Linear with Zoho CRM?

Integrating Linear with Zoho CRM allows you to perform various tasks, including:

  • Create a new Zoho CRM task when a Linear issue reaches a specific state.
  • Update a Zoho CRM contact when a Linear issue is resolved by that contact.
  • Sync Linear issue updates to a related Zoho CRM record in real-time.
  • Generate reports in Zoho CRM based on completed Linear issue data.
  • Trigger email campaigns in Zoho CRM based on Linear issue milestones.

How can I transform Linear issue data before sending it to Zoho CRM?

Latenode’s built-in JavaScript and AI blocks allow you to easily transform and enrich Linear data before it reaches Zoho CRM, customizing the data flow.

Are there any limitations to the Linear and Zoho CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require some JavaScript coding.
  • Real-time data synchronization depends on the API rate limits of both Linear and Zoho CRM.
  • Initial setup requires valid API keys and authentication for both Linear and Zoho CRM.

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