Worksection integration with СRM systems
Today’s businesses must combine tools that help teams work efficiently and interact with customers. For example, the capabilities of CRM systems can be combined with tools for organizing team work, which helps to automate the exchange of data and set up more efficient workflows.
Worksection, a popular project management solution, recently added quick integration with popular CRM systems including Pipedrive and HubSpot.
What is the integration between Worksection and CRM systems?
Worksection’s two-way integration with CRM systems allows you to quickly and easily set up specific event triggers that will initiate data exchange between the systems, create new tasks, and change deal states. This ensures up-to-date data is always available in both systems, eliminating duplication of effort.
Who can benefit from it?
Integration with CRM systems can be extremely useful for companies that need to do the following:
- Synchronize data between services used by different company departments, such as sales, support, or marketing
- Simplify routine tasks for the team by creating specific events based on triggers
New integration features:
It now takes less than a minute to connect to any of these CRM systems and does not require any technical skills to do so. Previously, connecting CRM systems to Worksection required using the API, causing difficulties and additional costs for some.
The integration works in the following way: When a deal in the CRM system is moved to a new stage in the Worksection system, a task is created in the corresponding project. The task can automatically assign owners, set deadlines and priorities, and import data from CRM, such as new customer contacts.
The two-way integration means that completing an activity in Worksection can automatically change the status of the corresponding deal in CRM.
Case study
You are the manager of a real estate agency. For example, your customer wants to order not only a house, but also a custom design for his home. The sales team has gathered the preliminary requirements in a CRM system (e.g. HubSpot).
The next step is to get other departments involved in the development of the first renderings: take the data from the CRM system and set up tasks for the designer and the marketer. This is where the Worksection collaboration system comes in.
With the new integration, Worksection automatically creates tasks for people with all the information they need to work on them once the lead reaches the appropriate funnel stage in CRM.
Once the task is completed, you can set up automatic lead movement to the next stage in CRM.
Integration helps organize and automating these processes. It synchronizes data between systems, creates tasks for reps, and sends email or messenger notifications. This in turn makes it easier for managers to control the process, costs, and reallocation of resources.
Benefits of integration:
- Workflow optimization: Integration lets you automatically transfer data from CRM and create tasks in Worksection. The result is faster workflows and the elimination of errors and manual work
- Better consumer engagement: Automatically sync customer information between systems. This enables sales teams to respond more quickly to customer needs
- Productivity gains: Improve overall team productivity by providing constant access to up-to-date information for faster decision-making and task completion. Customer-facing teams can get what they need to get done faste
- Analytics and reporting: Combine data from both systems to create comprehensive analytical reports. This allows managers to drill down and analyze how the business operates and performs
How to enable the integration?
Connecting to the integration and setting up automations is only available to Owners and Administrators with full permissions. Keep this in mind before you begin
All plans except the free one have the ability to integrate Worksection with CRM systems. Connecting is quick and easy, but varies slightly depending on the CRM listed. The Worksection team has a detailed step-by-step integration guide, and the fast and friendly support team is always available for advice.
For more information on integration, for example with Pipedrive, please follow the link
Integrating CRM with Worksection offers great opportunities to improve workflow efficiency. It helps to automate the way the company works, increase productivity and improve how customers and departments interact. It is important to note that the integration is very easy to do, and the support team is always available for assistance.
For any company looking to streamline business processes and increase efficiency, this is a useful solution. Try Worksection now for free!
Got Questions? We’ve Got Answers
What is the main purpose of integrating Worksection with a CRM?
The integration bridges the gap between sales and project execution. It allows your sales team (working in CRM) and your production or service team (working in Worksection) to stay synchronized. When a deal is won, the project management side automatically receives the data, eliminating manual handovers and the risk of losing critical client information.
Which CRM systems can be integrated with Worksection?
Worksection offers quick, native integrations with the world’s leading CRM platforms, including HubSpot and Pipedrive. These pre-built connections allow businesses to automate their workflows without relying on complex third-party tools or custom code.
Do I need technical skills or a developer to set up this integration?
No. Unlike older methods that required working with APIs and hiring programmers, the new native integration is designed for business users. It takes less than a minute to connect the systems, and the entire setup is handled through a simple, intuitive interface.
What does "two-way integration" actually mean for my business?
Two-way integration means that information flows both ways. For example, moving a deal to a "Won" stage in your CRM can trigger a new task in Worksection. Conversely, when your team completes that task in Worksection, the CRM deal can automatically move to the next stage (like "Invoice Sent" or "Project Finished").
How does the integration automate task creation in Worksection?
You can set up specific event triggers. Once a deal in your CRM reaches a predefined stage, Worksection automatically creates a task in the relevant project. The system can even assign a task owner, set a priority level, and define a deadline based on the CRM data.
Can client information be transferred automatically from CRM to Worksection?
Yes. When a task is created via the CRM trigger, it can import essential customer data directly into the Worksection task card. This includes contact details, specific requirements, and any notes provided by the sales rep, ensuring the project team has everything they need to start work immediately.
