Deal created per contract
Each new contract from the same client becomes its own Deal in Pipedrive. Customizable name template with #contact, #firstname, #lastname, #company tokens that resolve at sync time.
Upwork CRM
Every Upwork chat lands in Pipedrive. Without leaving Upwork.
The Upwork CRM that syncs to Pipedrive, HubSpot, Salesforce, and Zoho. One click pushes contracts, proposals, invitations, and direct messages into your CRM as a Deal, Lead, Contact, and Organization, with the full message history attached. Upwork lead management for solo freelancers and agency teams - your pipeline keeps breathing without leaving Upwork.
Free 20 AI credits No card
Connect once. Sync per chat.
One OAuth connection puts the Sync button on every supported Upwork conversation - contract, proposal, or invitation.
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Connect Pipedrive via OAuth
Open the Tools page, click Connect Pipedrive, approve in your Pipedrive account. Upwex never sees your password - just an OAuth token you can revoke from Pipedrive anytime.
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Pick a chat, pick a pipeline
On any Upwork contract, proposal, or invitation chat the widget shows your pipelines. Pick the one this deal belongs to. Older chats from before you connected are detected and clearly marked as not syncable.
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Entities created with deep links
Upwex creates the Deal, Lead, Contact, and Organization in your CRM, attaches notes for job details, bid, and message history, then surfaces a preview card with one-click links straight into Pipedrive.
Your Upwork pipeline. Inside the CRM your team already runs on.
Upwork chats are great for the conversation. Pipedrive is where the deal actually lives - revenue, stages, follow-ups, team handoffs. Upwex bridges the two without copy-paste.
Contact + Organization auto-created
The client becomes a Pipedrive Contact. Their company becomes an Organization (auto-created with the contact's name if Upwork has no company on record). Linked, deduplicated, ready for outreach.
Optional Lead creation
For prospect chats that aren't a deal yet, flip on Lead creation. The chat lands in Pipedrive Leads with the same Contact + Organization linkage, so when it converts you don't lose history.
Job notes
Notes attached to the Deal or Contact with full job context: Job ID, date posted, client country and city, title, and description. Pipeline reviewers see the original brief without leaving Pipedrive.
Bid notes
The actual bid you submitted attached as a note: Job ID, bid date, proposed rate, and the full cover letter text. When the client asks "what did we agree on?" three weeks later, you have receipts.
Full message history note
Opt-in: the whole Upwork chat history dropped as one note in Pipedrive. Useful for sales handoffs, contract disputes, or onboarding a project manager who needs the back-story without you summarizing.
Supports contracts, proposals, invitations
The widget knows which chat types are syncable. Contract chats, proposal threads, and invitation messages all sync. Group chats and other unsupported types are clearly marked so nothing is synced by mistake.
Preview cards with deep links
Right after sync, Upwex shows preview cards for the Deal, Lead, Contact, and Organization that were just created - each with a one-click link straight to that entity inside Pipedrive. Verify in 3 seconds, no tab-hunting.
OAuth, revocable anytime
Pipedrive connection is standard OAuth. Upwex never sees your password. Revoke access from your Pipedrive settings in one click - the connection dies cleanly, nothing left behind in your CRM.
Synced to Pipedrive
Entities, fields, and notes - on your terms.
Every toggle below is configurable in your Upwex Pipedrive Settings: pick which entities get created, which notes get attached, and what your Deal name template looks like. Sensible defaults so it works the second you connect.
Deal Lead (optional) Contact Organization (auto-created) Pipeline + stage Custom Deal name template #contact / #firstname / #lastname / #company tokens Job note (id, date, country, city, title, description) Bid note (id, date, rate, cover letter) Full message history note (opt-in) Contract / Proposal / Invitation chat types Auto-create company toggle
Every chat type. With safety rails.
The widget recognizes which conversations make sense as CRM entities - and flags the ones that don't, so you never sync junk.
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Contract chats Deal
Active contracts become a Deal in Pipedrive with the linked Contact and Organization. The deal name follows your template, the job and bid context attach as notes, and you can drop the whole message history in too if your team needs the full picture.
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Proposal chats Deal or Lead
Conversations that started from a bid you submitted. Turn them into a Lead while it's still cold, or a Deal once the client engages. Either way the bid note carries your original cover letter and proposed rate.
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Invitation chats Lead or Deal
Clients who invited you (not the other way around) - usually the highest-quality leads in your inbox. One click pulls them into your pipeline so they don't get lost between Upwork notifications and Pipedrive follow-up tasks.
The Upwork CRM that works with the tools you already use.
Most Upwork CRM tools force you to learn a new app. Upwex doesn't. The "CRM" is the one your team already runs on - Pipedrive for pipelines, HubSpot for marketing-led teams, Salesforce for enterprise sales orgs, Zoho for smaller agencies on a budget. Upwex is just the sync layer that pushes Upwork chats into that existing system. Same dashboards, same reports, same exports - just now they include Upwork leads.
Pipedrive, HubSpot, Salesforce, Zoho - sync Upwork to any of them.
Native one-click sync is live for all four. Pick the one you're already paying for - the integration shape is the same across all of them: open an Upwork chat, click Sync, the Deal lands in the pipeline you chose. Upwork Pipedrive integration is the most-used (it's where Upwex started). Upwork HubSpot integration handles the inbound/marketing path. Upwork Salesforce integration is the agency choice. Upwork Zoho integration is the value pick for smaller teams.
Pipedrive
Native one-click sync. Pick the pipeline + stage, the Deal lands with full chat history attached as a note. Most-used integration.
HubSpot
For inbound/marketing teams. Upwork Deals land in your HubSpot pipeline, Contacts get tagged with the source, chat attached as a Note.
Salesforce
Agency-grade. Opportunities + Leads + Contacts created per Upwork chat with rep tagging, custom field mapping, and SFDC validation rules respected.
Zoho
Value pick for smaller teams. Native sync to Deals + Leads + Contacts with the same chat-as-note behaviour. OAuth, revocable.
Using something else? The Upwex public API + webhooks let you wire any CRM (Monday, Copper, Close, Airtable, Google Sheets) via Zapier or n8n in under 30 minutes.
Turn Upwork chats into a sales pipeline.
Upwork lead management starts the moment someone messages you. Without a CRM, that conversation lives only in Upwork's inbox - hard to follow up on, impossible to share with a teammate, gone the moment Upwork archives it. Upwex CRM Sync turns each conversation into a tracked Deal in your sales pipeline: stages, owner, value, last-touch date, the works. As a CRM for freelancers it stops solo bidders from dropping good leads; for agencies it gives every rep on the account a shared pipeline.
CRM for agencies: one pipeline, every rep.
Common questions about Upwork CRM Sync.
What is an Upwork CRM and why do I need one?
An Upwork CRM is a place outside Upwork itself where you track every conversation, lead, and contract that started on the platform. Upwork's own inbox is fine for chatting but loses track once a deal moves past the proposal stage. An Upwork CRM keeps the long-term context: which clients came back, what they paid, what stage each opportunity is in. For solo freelancers it stops good leads slipping; for agencies it lets multiple reps see the same pipeline.
How do I connect Upwork to a CRM?
Install the Upwex Chrome extension, open Upwex Settings, and connect the CRM you use (Pipedrive, HubSpot, Salesforce, or Zoho) via OAuth. From that point on, every Upwork chat has a Sync button right inside the conversation: one click pushes the contract + chat history + client details into the CRM as a Deal, Lead, Contact, and Organization, with notes attached.
Does Upwex sync Upwork to Pipedrive?
Yes - Pipedrive was the first integration and remains the most-used. Every Upwork chat (contract, proposal-thread, invitation, direct message) syncs as a Pipedrive Deal + Lead + Contact + Organization. You pick which pipeline + stage the deal lands in. Pipedrive notes get the full message history attached.
Which CRMs does Upwex support?
Native one-click sync is live for Pipedrive, HubSpot, Salesforce, and Zoho. The Upwex public API + webhooks let you wire any other CRM (Monday, Copper, Close, Airtable used as a CRM, even Google Sheets) without engineering - most teams that need something custom set it up via Zapier or n8n in under 30 minutes.
How do I push an Upwork chat into my CRM?
Open any Upwork conversation (proposal thread, contract chat, room message). The Upwex widget adds a Sync button. Click it, pick which entities to create (Deal / Lead / Contact / Organization - any combination), confirm the pipeline + stage, hit Sync. About 3 seconds end-to-end. The chat history is attached as a note on the Deal.
Can I create Deals and Leads from Upwork conversations?
Yes. Every sync creates a Deal by default with the job title, client country, and bid amount. Optional add-ons in the same click: a Lead (for jobs you haven't won yet but want to track), a Contact (the client), an Organization (the client's company if known). You can disable any of these per sync if you only want a Deal.
Is the CRM sync secure?
Yes. Authentication is OAuth (you log into your CRM directly, Upwex never sees your password). The access token is stored encrypted server-side and used only when YOU click Sync. Revoke it any time from your CRM's connected-apps page or from Upwex Settings - the access goes away instantly.
Does it work for agencies with a team?
Yes - Upwex Team plan supports a single Upwork CRM sync shared across all seats. Every rep's Upwork chats route into the same Pipedrive (or HubSpot/Salesforce/Zoho) pipeline, with the rep tagged as the deal owner so the agency dashboard reflects who closed what. See the Team Seats page for the per-rep + shared-CRM model.
Stop losing Upwork deals to "I'll log it later."
One click pushes the whole chat into Pipedrive - Deal, Lead, Contact, Organization, and the notes your team will read at the next pipeline review. Connect once, sync forever.
No credit card required. Cancel anytime.