How can I filter which Salesforce deals get synced?

DryMerge allows you to filter Salesforce deals by various criteria such as deal stage, amount, or owner. Simply define your criteria, and DryMerge will handle the filtering.

Can I sync other types of Salesforce records to Linear?

Yes, you can sync other types of Salesforce records to Linear. Just specify which records you want to sync, and DryMerge will configure the workflow accordingly.

Who can benefit from this automation?

Investment managers and deal analysts can use this automation to track and manage the progress of investment opportunities effectively, ensuring no deal falls through the cracks.

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Linear + Salesforce

Create Linear Tasks for New Salesforce Investment Opportunities

Stay organized by instantly transforming new investment opportunities in Salesforce into actionable tasks in Linear. This workflow helps investment teams efficiently monitor deal progress and ensure tasks are assigned and tracked appropriately.

New Investment Opportunity

Triggers when there is a new investment opportunity in Salesforce.

Create Linear Task

Creates a new task in Linear to track the opportunity.

See more Linear to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Create Linear Tasks for New Salesforce Opportunities

Linear + Salesforce

Create Linear Issues for New Salesforce Opportunities

Linear + Salesforce

Create Linear Issues for Updated Salesforce Opportunities

Linear + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Linear tasks for new Salesforce investment opportunities"

Create Linear tasks for new Salesforce investment opportunities

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Linear + Salesforce.

Create Issue

Creates a new issue in Linear

Delete Issue

Deletes a linear issue

Update Issue

Updates an existing linear issue

List Issues

Lists linear issues for a specified team

List Teams

Lists linear teams

Search Issues

Search for information on linear issues

New Linear Issue

Triggers when a new Linear issue is created

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

App details

Linear

Linear is a streamlined issue tracking tool for software teams. Create, update, and manage tasks, and sync issue data with other tools.

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

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