Automatically create Pipedrive deals from your Upwork proposals and invitations, with stages kept in sync — no copy-paste, no leads slipping away.

Communicate with leads, Manage contracts, Automate my pipeline and data

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App screenshot
App screenshot
App screenshot

Description

Vollna helps freelancers and agencies win clients on Upwork: it monitors new jobs around the clock, filters them precisely, qualifies them with AI, and helps teams send personalized proposals faster, including automated bidding on the Automation plan.

This integration connects that bidding work to the place where selling actually happens: your Pipedrive pipeline.

What it does:

  • Creates a deal for every Upwork proposal you send and every invitation you receive, in the pipeline and stage you choose
  • Moves deals through your stages as clients view, reply, and hire. You map Vollna's proposal statuses to your pipeline stages once, and the deal follows the conversation from then on
  • Writes deal titles and notes from your own templates, with variables for job title, bid, cover letter, and proposal link
  • Adds a note to the deal on every status change, so the full history of each opportunity stays in Pipedrive
  • Never duplicates: each proposal or invitation maps to exactly one deal

Why it matters: Upwork leads usually live in a browser tab, invisible to your CRM. Your team follows up from memory, and reporting stops at "proposals sent". With this integration your Upwork funnel sits next to every other channel in Pipedrive, so follow-ups get scheduled, win rates get measured, and nothing slips.

Setup takes about two minutes: connect with one click via OAuth (or a personal API token), pick a pipeline, map your stages. Requires a Vollna account.

Installation instructions

Setup takes about two minutes on an existing Vollna account, and the integration is included in the Agency and Automation plans (also available as an add-on).

  1. Create your Vollna account. Sign up at vollna.com (14-day free trial), connect your Upwork profile and set up job filters. If you already use Vollna, skip to step 2.

  2. Open Integrations. In the Vollna dashboard go to Settings > Integrations and find the Pipedrive card.

  3. Connect. Click Connect and approve the app in Pipedrive; authorization takes one click and tokens renew automatically. Prefer not to use OAuth? Open the setup page and paste your company domain plus a personal API token (Personal preferences > API in Pipedrive) instead.

  4. Pick a destination. Choose the pipeline your Upwork work belongs in and the stage where new deals should start. Proposals and invitations can target different pipelines if you want them separated.

  5. Map your stages. Match Vollna's proposal statuses (Sent, Viewed, Replied, Hired, Invited) to your own pipeline stages. Statuses you leave unmapped simply add a note without moving the deal.

  6. Shape your deals (optional). Edit the deal title and note templates using variables like job title, bid, cover letter, and proposal link.

Save, and you are done. The next proposal you send appears as a deal within moments, and every status change updates it. You can adjust the mapping or disconnect at any time from the same settings page.

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