☝️ 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:
- Select the pipeline and stage from Pipedrive for which tasks need to be created.
- Choose the Project in Worksection where the tasks will be created.
- Enter a title of the task and, if needed, provide the task’s duration, priority, and assignee.
- 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.”
- 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.
