What do I need to integrate with KeyCRM?

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

❇️ In CRM you need to have a cre­at­ed account and appro­pri­ate permissions.

❇️ In Work­sec­tion, the Own­er and admin­is­tra­tors with the Access to account set­tings” per­mis­sion can con­nect the integration.

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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. 
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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. 

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Editing an automation

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

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

Note: The syn­chro­niza­tion is per­formed every 5 min­utes, so there might be some delay in automation.
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Disabling Integration

To delete the inte­gra­tion with Key­CRM, 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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