Integrations
Connect Upwex with Pipedrive CRM, Slack and Telegram to streamline your workflow and notifications.
- 01 Connect Pipedrive CRM Link your Pipedrive account to Upwex to automatically sync Upwork leads and chats.
- 02 Configure Pipedrive sync settings Choose what Upwex creates in Pipedrive on every chat sync – companies, leads, deals, notes – and customise the deal-name…
- 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,…