Integration with HubSpot CRM


When you move a deal in CRM to a new stage in Worksection, a task is created in the corresponding project. Additionally, the following actions can be initiated:

  • assigning responsibility, setting deadlines, and priorities for tasks;
  • importing various data from CRM into the corresponding task, such as contact details;
  • automatically updating the status of the corresponding deal in the CRM system when a task is closed in Worksection.