{"id":161,"date":"2024-09-12T09:22:34","date_gmt":"2024-09-12T09:22:34","guid":{"rendered":"https:\/\/help.upwex.io\/?post_type=knowledge_article&#038;p=161"},"modified":"2024-09-17T11:16:57","modified_gmt":"2024-09-17T11:16:57","slug":"integration-with-pipedrive-crm","status":"publish","type":"knowledge_article","link":"https:\/\/help.upwex.io\/en\/articles\/integration-with-pipedrive-crm\/","title":{"rendered":"Integration with Pipedrive CRM"},"content":{"rendered":"\n<p>Integration Upwork and Pipedrive allow users to create contacts, companies, deals, and leads in Pipedrive CRM directly from Upwork, eliminating the need to switch between platforms.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Your client will be added to the contact, and the client\u2019s company will be added to the company. The job title, description, cover letter, and all messages from the chat with the client will be added in the note of this contact or in the deal if you choose such an option.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>To start using this feature, you need to connect <strong><em>Pipedrive CRM to Upwex<\/em><\/strong>. Click the<strong> CRM<\/strong> <strong>Sync<\/strong> button and install it (<a href=\"https:\/\/help.upwex.io\/en\/articles\/install-pipedrive\/\">instruction on how to connect Pipedrive CRM with Upwex<\/a>):<\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"567\" src=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-1-1024x567.png\" alt=\"Upwex Customer Service &amp; Support | Upwex Help\" class=\"wp-image-172\" srcset=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-1-1024x567.png 1024w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-1-300x166.png 300w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-1-768x425.png 768w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-1-1536x851.png 1536w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-1-2048x1134.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p><\/p>\n\n\n\n<p><strong><em>To update CRM and update data<\/em><\/strong>, in the future, you can just open the chat with the client and it will be synchronized automatically or you can click on the <strong>CRM<\/strong> <strong>Sync <\/strong>button one more time:<\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"567\" src=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-2-1024x567.png\" alt=\"integration-2\" class=\"wp-image-174\" srcset=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-2-1024x567.png 1024w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-2-300x166.png 300w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-2-768x425.png 768w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-2-1536x851.png 1536w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-2-2048x1134.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p><\/p>\n\n\n\n<p>After you click the <strong>CRM Sync<\/strong> button, you will see our<em> <a href=\"https:\/\/help.upwex.io\/en\/articles\/overview-widget\/\">widget<\/a> <\/em>with suggestions to create: Deal, Contact, or Organization.<\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"567\" src=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-3-1024x567.png\" alt=\"integration-3\" class=\"wp-image-176\" srcset=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-3-1024x567.png 1024w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-3-300x166.png 300w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-3-768x425.png 768w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-3-1536x851.png 1536w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/integration-3-2048x1134.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p><\/p>\n\n\n\n<p>Some types of chats are not supported by the Upwex system, namely:<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>1. If the job has already been deleted:<\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"353\" src=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-6-1024x353.png\" alt=\"image\" class=\"wp-image-166\" srcset=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-6-1024x353.png 1024w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-6-300x103.png 300w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-6-768x265.png 768w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-6-1536x529.png 1536w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-6-2048x706.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p><\/p>\n\n\n\n<p>2. If the chat is a contact, such as Upwork, etc.:<\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"353\" src=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-7-1024x353.png\" alt=\"image\" class=\"wp-image-168\" srcset=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-7-1024x353.png 1024w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-7-300x103.png 300w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-7-768x265.png 768w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-7-1536x529.png 1536w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-7-2048x706.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p><\/p>\n\n\n\n<p>3. If the first message in the chat was later than the sync date:<\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"353\" src=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-8-1024x353.png\" alt=\"image\" class=\"wp-image-170\" srcset=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-8-1024x353.png 1024w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-8-300x103.png 300w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-8-768x265.png 768w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-8-1536x529.png 1536w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/image-8-2048x706.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Integration Upwork and Pipedrive allow users to create contacts, companies, deals, and leads in Pipedrive CRM directly from Upwork, eliminating the need to switch between platforms. Your client will be added to the contact, and the client\u2019s company will be added to the company. The job title, description, cover letter, and all messages from the [&hellip;]<\/p>\n","protected":false},"featured_media":0,"template":"","class_list":["post-161","knowledge_article","type-knowledge_article","status-publish","hentry","knowledge_category-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Integration with Pipedrive CRM | Upwex Customer Service &amp; Support | Upwex Help<\/title>\n<meta name=\"description\" content=\"Explore comprehensive guides, FAQs, and step-by-step tutorials for Upwex. Start improving your Upwex experience today!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.upwex.io\/en\/articles\/integration-with-pipedrive-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Integration with Pipedrive CRM | Upwex Customer Service &amp; Support | Upwex Help\" \/>\n<meta property=\"og:description\" content=\"Explore comprehensive guides, FAQs, and step-by-step tutorials for Upwex. 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