Ctrlk
PricingChangelogLog inStart for free
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Linear

"When is that fix shipping?" is a question sales shouldn't have to ask in Slack. Connecting Linear ties bugs, feature requests and tasks to the account or contact that raised them, so the status is on the record next to the deal.

How to connect Linear to Zero

1

In Linear, open your workspace Settings → Security & access.

Or use this link format (replace the placeholder with your workspace slug): https://linear.app/{your-workspace}/settings/account/security &#xNAN;Example: https://linear.app/zero-crm/settings/account/security

2

Generate a new personal API key.

Linear Security & access settings page with the Personal API keys section and New API key button
3

Grant at least Read access for the key. The key is copied to your clipboard and can’t be viewed again, so store it somewhere safe.

Linear access key details showing the API key, copy-it-now notice and Permissions
4

In Zero, go to Settings → Connections → Integrations. Scroll to Issue Tracker integrations and select Connect Issue Tracker.

5

Select Linear, paste the API key you just created into Issue Tracker API Key, and click Connect Integration.

6

After connecting, you’ll see this confirmation view.

Issue Tracker integrations list showing a Linear Issue Integration with Connected status

How the integration works

  • Zero maps Linear issues to companies by linking them to associated customer requests.

  • To link an issue to a company in Zero, make sure the Linear issue is connected to a customer request.

Linear New issue dialog with the Add customer request dropdown selecting a customer

  • Zero maps customer requests to company records by domain. Add the domain to your Customer objects in Linear (go to Customers, edit the customer, and add the domain). The domain must match the company’s domain in Zero.

Linear Edit customer modal with a domain entered in the Domains field

  • The integration updates hourly. You can pull data on demand with Sync data in the integration's ⋯ menu.

Where the data appears in Zero

  • In any list, add the properties related to Issues. These fields are shared with the other issue trackers: Plain, Pylon, Front, and Intercom.

Add a property menu listing Issues, Issues by month, Open issues, # of issues and # of open issues

  • Issues and Open issues give you a quick preview of total and open items, respectively.

Companies grid row with # of issues, Issues and Issues by month columns populated

  • Click an issue to see a quick preview and open it directly in Linear.

Issue preview panel showing the issue title, creator and an Open in Linear link

  • Issues by month shows how many issues a customer has raised over time. Hover over the bubbles to see a month-by-month breakdown.

Issues by month sparkline with a hover tooltip showing the count for one month

  • You can also use Issues as an entity in Reports to chart the data and pin it to dashboards.

Report builder with a stacked bar chart of issues per month by company and Issues as the entity
PreviousPylon
NextFront

Last updated