Upwex Customer Service & Support | Upwex Help Help Center

Integrations

3 articles

Connect Upwex with Pipedrive CRM, Slack and Telegram to streamline your workflow and notifications.

  1. 01 Connect Pipedrive CRM Link your Pipedrive account to Upwex to automatically sync Upwork leads and chats.
  2. 02 Configure Pipedrive sync settings Choose what Upwex creates in Pipedrive on every chat sync – companies, leads, deals, notes – and customise the deal-name…
  3. 03 Sync an Upwork chat to Pipedrive Push an Upwork chat into Pipedrive from the Upwex AI widget in the chat sidebar – pipeline picker, preview cards,…