Connecting KeyCRM

Step 1️⃣ —Get the API Key in KeyCRM: 

• Go to the Settings panel - Basic section - API Key field.

• Generate and copy the API key.

Step 2️⃣ — Go to the Worksection account settings.

Step 3️⃣ — Activate integration with KeyCRM.

Step 4️⃣ — Paste the KeyCRM account domain and API key into the respective fields.

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

Fill in the following fields:

• Configure the event for which the automation is set up.
• Select the Worksection project where the task will be created.
• Specify a name for the task. Optionally, provide the task duration, priority, and assignee.
• Additionally, select the information to be imported from CRM.
• Specify the update parameter for the KeyCRM deal when the task is closed in Worksection.

Step 6️⃣ —Further automations can be added if necessary.