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Connect Linear to Salesforce like Magic

How to Use Magical to Transfer Data from Linear to Salesforce
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Transfer Data from Linear to Salesforce: A Step-by-Step Guide

With Magical, you can transfer data from Linear to Salesforce in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Linear to Salesforce, helping you streamline your workflow and optimize your project management processes.

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More Linear integrations with Magical

What Linear data can you transfer

Magical enables you to transfer a wide array of data from Linear to Salesforce. Here are some examples of the information you can extract:

Task Name
Task Status
Assignee
Due Date
And move more types of information by creating your own custom labels.

How to Transfer data from Linear to Salesforce using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Linear to Salesforce for more efficient project management. Follow these steps:

  1. Sign in to your Linear account and open the issue containing the data you want to transfer, such as issue details and assigned user.
  2. In Linear, label the information you want to transfer with Magical, like Issue Title, Issue Description, or Assigned User.
  3. Sign in to your Salesforce account and open the record where you want to add the Linear data.
  4. Type "//" in an empty field and select the information you want to transfer from Linear such as Issue Title, Issue Description, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Linear and Salesforce

Efficient project management is crucial to maintaining productivity. Linear is a powerful issue tracking platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your project management efforts. By leveraging Magical, you can easily move information from Linear to Salesforce, allowing you to focus on managing projects and improving productivity.

Other ways to connect Linear and Salesforce

Using Zapier

Zapier provides a seamless connection between Linear and Salesforce, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Linear and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower project management teams with real-time insights, fostering improved communication and a superior project management experience. To employ this method, refer to their respective API documentation.

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Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Linear and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Linear. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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