Create the Contact's Company in the CRM automatically;

When adding a contact to your CRM from Upwork, Upwex will also create a company profile for the contact's current company in your CRM (if the company doesn't exist for the client on Upwork, then Upwex will create a company in the CRM with the contact's name).

Create a lead or not;

If you want a lead profile to be created in your CRM when synchronizing Upwork chat.

Create a deal or not;

If you want a deal to be created in your CRM when synchronizing Upwork chat. Each new contract from the same client is a new deal.

Create notes about Job in Contact or Deal;

Creation of Job Details note.

Includes Job ID, Job Date, Country, City, Job Title, and Job Description;

Create notes about Bid in Contact or Deal;

Creation of Bid Details note.

Includes Job ID, Bid Date, Proposed rate, and Cover letter;

Create notes about All messages in Contact or Deal;

Creation of a note with the history of all messages.

Overview Settings (article)