WORKSECTION

PipeDrive

Requirements for Іntegration with CRM Pipedrive

❇️ Inte­gra­tion with CRM is avail­able for all cur­rent Work­sec­tion tar­iff plans, except the free version.

❇️ You need to have an exist­ing account and appro­pri­ate per­mis­sions in the CRM.

❇️ In Work­sec­tion, only Own­er and Admin­is­tra­tors with ​“Access to Account Set­tings” per­mis­sion can enable the integration.

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Integration Options with CRM Pipedrive

When a deal is moved to a new stage in Pipedrive, a task is cre­at­ed in the cor­re­spond­ing project in Work­sec­tion. Addi­tion­al­ly, the fol­low­ing actions can be initiated:

  • assign­ing respon­si­bil­i­ty, set­ting dead­lines, and pri­or­i­ties for tasks,
  • import­ing var­i­ous data from CRM into the cor­re­spond­ing task, such as con­tact details,
  • auto­mat­i­cal­ly updat­ing the sta­tus of the cor­re­spond­ing deal in the CRM sys­tem when a task is closed in Worksection.

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Connecting CRM Pipedrive

☝️ Note! Inte­gra­tion with Pipedrive is avail­able for all cur­rent Work­sec­tion tar­iff plans, except the free ver­sion. Own­ers and Admin­is­tra­tors with ​“Access to Account Set­tings” per­mis­sion have access to con­nect and con­fig­ure the integration.


Step 1️⃣ — Go to the account set­tings in Worksection. 



Step 2️⃣ — Acti­vate the required CRM sys­tem.



Step 3️⃣ — Be logged in to Pipedrive or enter your cre­den­tials in the auto­mat­i­cal­ly opened window.



Step 4️⃣ — Allow Work­sec­tion access to your Pipedrive data by click­ing ​“Allow and Install”.



Step 5️⃣ — Cre­ate a new automa­tion by click­ing the “+ Automa­tion” button.



Fill in the fol­low­ing fields:


  1. Select the pipeline and stage from Pipedrive for which tasks need to be created.
  2. Choose the Project in Work­sec­tion where the tasks will be created.
  3. Enter a title of the task and, if need­ed, pro­vide the task’s dura­tion, pri­or­i­ty, and assignee.
  4. Addi­tion­al­ly, you can select the infor­ma­tion to be import­ed from the CRM. 

    When import­ing con­tacts from Pipedrive, the exis­tence of the con­tact in Work­sec­tion is checked. First, it checks by ​“Name + Email,” and if not found, then by ​“Name + Phone.” If there are no match­es, a new con­tact is created.


    ☝️ Note! If there were any changes to the phone num­ber in the CRM (changed, delet­ed, or added to the con­tact), the phone num­ber in Work­sec­tion will not be updat­ed, if a match is found based on ​“Name + Email.”

  5. Spec­i­fy how the deal in CRM will be affect­ed when a task is closed in Worksection.



☝️ Note that you can auto­mat­i­cal­ly add the required fields from CRM to the task title. For exam­ple, the title ​“New task for the deal titleID” con­sists of the text ​“New task for the deal” and the vari­able para­me­ters titleID import­ed from the CRM.

# To add a new para­me­ter, enclose it in curly brack­ets {}. The list of para­me­ters is dis­played in the ​“Fields” field.



Step 6️⃣ — Add oth­er automa­tions if necessary.

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Editing an automation

To edit any automa­tion, go to the inte­gra­tion set­tings, select the desired automa­tion 1, and make the nec­es­sary changes.




To delete an automa­tion, hov­er over it, and a delete icon 2 will appear. The sys­tem will issue a warn­ing, after which you can delete the automation.

# Impor­tant! Tasks will not be cre­at­ed for archived projects. If a project has been moved to the archive or delet­ed, there will be a mark with an expla­na­tion next to the cor­re­spond­ing automa­tion in the inte­gra­tion section.




☝️ Note! Syn­chro­niza­tion is per­formed every 5 min­utes, so there may be some delay in automation. 
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Removing the Integration

To remove the inte­gra­tion with Pipedrive, sim­ply dis­able it in the Work­sec­tion set­tings. There is no need to delete all automa­tions beforehand. 


When dis­abling the inte­gra­tion, the sys­tem will warn that all automa­tion set­tings will be deleted.

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