What do I need to integrate with NetHunt?

❇️ Inte­gra­tion with NetHunt 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 CRM NetHunt

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

  • assign­ing respon­si­bil­i­ty, set­ting dead­lines, and pri­or­i­ty 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 NetHunt CRM

Step 1️⃣ — Get the API key in CRM

  • Go to the Set­tings pan­el — Inte­gra­tions sec­tion — API Key field.

  • Gen­er­ate the API key.

Step 2️⃣ — Go to the account set­tings of Worksection.

Step 3️⃣ — Acti­vate the inte­gra­tion with NetHunt CRM.

Step 4️⃣ — Paste the Account Email, API key and click Save”.

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

Fill in the fol­low­ing fields: 

  1. Con­fig­ure the event for which the automa­tion is set up. To do this, select the desired fold­er from the drop­down list.
    Choose the rel­e­vant field for this fold­er from the drop­down list. 

    Set the desired val­ue for the select­ed field. You can either select from a drop­down list or enter a text. For exam­ple, for the Deals fold­er, you can enter a new numer­i­cal val­ue in the Deal amount field or select only val­ues that are already avail­able in the drop­down list for the Prob­a­bil­i­ty field.

    Note: NetHunt does not pro­vide the abil­i­ty to define pos­si­ble val­ues for the select­ed field, but the sys­tem will sug­gest val­ues for this field based on the most fre­quent­ly used records (deals).
  2. Select the Project in Work­sec­tion where the task will be created.
  3. Spec­i­fy the Task Name and, if need­ed, pro­vide the task dura­tion, pri­or­i­ty, and assignee.
  4. Addi­tion­al­ly, you can select the infor­ma­tion to be import­ed from CRM
  5. Spec­i­fy the val­ue in CRM that will be assigned to the cor­re­spond­ing record when the task in Work­sec­tion is closed. To do this, select the field name (e.g., Pri­or­i­ty, Stage, etc.) and the val­ue it needs to be set to, sim­i­lar to the exam­ple in Step 1

Step 6️⃣ — Fur­ther automa­tions can be added if nec­es­sary.

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Editing an automation

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

To delete an automa­tion, hov­er over the automa­tion you want to delete, and an icon for dele­tion 2 will appear. The sys­tem will issue a warn­ing, after which you can pro­ceed to delete the automation.

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

☝️Note: Syn­chro­niza­tion occurs every 5 min­utes, so there may be some delay in automation.
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Deleting an integration

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

When dis­abling the inte­gra­tion, the sys­tem will prompt a warn­ing that all automa­tion set­tings will be deleted.

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