Integration Options with CRM Pipedrive

When a deal is moved to a new stage in Pipedrive, a task is created in the corresponding project in Worksection. 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.