Contacts and messages sync from Upwork to Pipedrive CRM

Upwex.io enables seamless synchronization of contacts and messages from Upwork directly into Pipedrive CRM, providing a user-friendly integration between the two platforms. Additionally, you can create deals in Pipedrive CRM from Upwork without the need to switch between platforms.

Features:

• Export Upwork contacts to Pipedrive with just one click.

• Your upwork client/contact will be added to the contacts, and the client's company will be added to the companies in Pipedrive CRM.

• Sync all chat messages from Upwork into notes in Pipedrive CRM.

• The job title, description, cover letter, and all chat messages with the client on Upwork will be recorded as notes in your contact or deal in Pipedrive CRM, depending on your preference settings.

Upwex saves time and effort, allowing users to focus on acquiring new projects and monitoring analytics in their CRM.

TRY IT FOR FREE. FAST. CONVENIENT.

Setting up Upwex for your team is easy:

1. Connect the Upwex app to your Pipedrive account from the Upwex website, or directly from Pipedrive Marketplace.
2. Download the Upwex Google Chrome extension here.
3. Visit Upwork, Make a Bid on your chosen project, Get a reply, open your message chat, and sync it with Pipedrive.

• OR Quick start: Open Upwork Messages and click on the button: Sync with CRM (if you have messages on Upwork)