Integration with KeyCRM

Integration with KeyCRM allows to create tasks in Worksection when a selected field in a deal (or any other record) receives a specific value that we need. For example, when the "Status" field changes to "Won." Additionally, the following actions can be initiated:

• assigning responsibility, setting deadlines, and priorities for the task,
• importing various data from CRM into the corresponding task, such as contact information, and
• automatic updating the value for the corresponding record in the CRM system when the task is closed in Worksection.