{"id":702,"date":"2026-04-11T22:01:22","date_gmt":"2026-04-11T22:01:22","guid":{"rendered":"http:\/\/localhost:8088\/articles\/sync-upwork-chat-to-pipedrive\/"},"modified":"2026-06-01T09:14:46","modified_gmt":"2026-06-01T09:14:46","slug":"sync-upwork-chat-to-pipedrive","status":"publish","type":"knowledge_article","link":"https:\/\/help.upwex.io\/en\/articles\/sync-upwork-chat-to-pipedrive\/","title":{"rendered":"Sync an Upwork chat to Pipedrive"},"content":{"rendered":"<p>The Upwex Chrome extension renders an <strong>Upwex AI<\/strong> widget directly inside the Upwork chat sidebar. From there you can push the chat to Pipedrive in one click and keep it in sync as new messages arrive.<\/p>\n<figure class=\"article-illustration\">    <svg viewBox=\"0 0 440 200\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" style=\"width:100%;\" preserveAspectRatio=\"xMidYMid meet\">\n        <defs><style>\n            @keyframes il13-dot { 0%{offset-distance:0%;opacity:0} 10%{opacity:1} 90%{offset-distance:100%;opacity:1} 100%{opacity:0} }\n            @keyframes il13-arrow { 0%,40%{opacity:0.3} 50%,60%{opacity:1} 70%,100%{opacity:0.3} }\n            .il13-ar{animation:il13-arrow 4s ease infinite}\n        <\/style><\/defs>\n        <rect x=\"0\" y=\"0\" width=\"440\" height=\"200\" fill=\"#1C1C1E\"\/>\n\n        <!-- Upwork card -->\n        <rect x=\"20\" y=\"50\" width=\"130\" height=\"100\" rx=\"12\" fill=\"#232325\" stroke=\"#2C2C30\"\/>\n        <rect x=\"20\" y=\"50\" width=\"130\" height=\"24\" rx=\"12\" fill=\"#1d4d2b\"\/>\n        <rect x=\"20\" y=\"62\" width=\"130\" height=\"12\" fill=\"#1d4d2b\"\/>\n        <text x=\"85\" y=\"66\" fill=\"#fff\" font-size=\"8\" font-weight=\"700\" text-anchor=\"middle\">Upwork Chat<\/text>\n\n        <circle cx=\"36\" cy=\"92\" r=\"8\" fill=\"#252528\"\/>\n        <text x=\"36\" y=\"95\" fill=\"#929EAE\" font-size=\"8\" text-anchor=\"middle\">S<\/text>\n        <text x=\"48\" y=\"90\" fill=\"#fff\" font-size=\"8\" font-weight=\"600\">Sarah Lee<\/text>\n        <text x=\"48\" y=\"100\" fill=\"#929EAE\" font-size=\"6\">3 messages<\/text>\n\n        <rect x=\"30\" y=\"110\" width=\"110\" height=\"6\" rx=\"2\" fill=\"#333\"\/>\n        <rect x=\"30\" y=\"120\" width=\"90\" height=\"6\" rx=\"2\" fill=\"#333\"\/>\n        <rect x=\"30\" y=\"130\" width=\"100\" height=\"6\" rx=\"2\" fill=\"#333\"\/>\n\n        <!-- Arrow \/ flow -->\n        <g class=\"il13-ar\">\n            <path d=\"M160 100 L280 100\" stroke=\"#22C55E\" stroke-width=\"2\" stroke-dasharray=\"4 4\"\/>\n            <path d=\"M275 94 L285 100 L275 106\" stroke=\"#22C55E\" stroke-width=\"2\" fill=\"none\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n        <\/g>\n        <circle cx=\"220\" cy=\"90\" r=\"10\" fill=\"#1C1C1E\" stroke=\"#22C55E\"\/>\n        <text x=\"220\" y=\"94\" fill=\"#22C55E\" font-size=\"10\" font-weight=\"700\" text-anchor=\"middle\">U<\/text>\n\n        <!-- Pipedrive card -->\n        <rect x=\"290\" y=\"30\" width=\"140\" height=\"140\" rx=\"12\" fill=\"#232325\" stroke=\"#2C2C30\"\/>\n        <rect x=\"290\" y=\"30\" width=\"140\" height=\"24\" rx=\"12\" fill=\"#028700\"\/>\n        <rect x=\"290\" y=\"42\" width=\"140\" height=\"12\" fill=\"#028700\"\/>\n        <text x=\"360\" y=\"46\" fill=\"#fff\" font-size=\"8\" font-weight=\"700\" text-anchor=\"middle\">Pipedrive CRM<\/text>\n\n        <text x=\"302\" y=\"74\" fill=\"#929EAE\" font-size=\"7\" font-weight=\"600\">DEAL<\/text>\n        <rect x=\"302\" y=\"80\" width=\"116\" height=\"20\" rx=\"4\" fill=\"#252528\"\/>\n        <text x=\"310\" y=\"93\" fill=\"#fff\" font-size=\"8\">Sarah Lee \u00b7 $3K<\/text>\n\n        <text x=\"302\" y=\"110\" fill=\"#929EAE\" font-size=\"7\" font-weight=\"600\">CONTACT<\/text>\n        <rect x=\"302\" y=\"116\" width=\"116\" height=\"20\" rx=\"4\" fill=\"#252528\"\/>\n        <text x=\"310\" y=\"129\" fill=\"#fff\" font-size=\"8\">sarah@example.com<\/text>\n\n        <text x=\"302\" y=\"146\" fill=\"#929EAE\" font-size=\"7\" font-weight=\"600\">NOTES<\/text>\n        <rect x=\"302\" y=\"152\" width=\"116\" height=\"12\" rx=\"3\" fill=\"#252528\"\/>\n    <\/svg>\n    <\/figure>\n<h2>Where the widget appears<\/h2>\n<p>The widget is shown <strong>only on Upwork chat-room pages<\/strong> \u2013 URLs like <code>upwork.com\/ab\/messages\/rooms\/&lt;room-id&gt;<\/code>. It&#8217;s not present on the inbox, on job listings, profiles, or any other Upwork page. It sits inside the right sidebar of the chat, below the contract\/profile info panel.<\/p>\n<h2>Widget states<\/h2>\n<p>The same widget renders different content depending on connection and sync state:<\/p>\n<ul>\n<li><strong>Pipedrive not connected<\/strong> \u2013 message and a button to <em>Connect Pipedrive<\/em> (opens <a href=\"https:\/\/account.upwex.io\/tools-and-apps\">Tools &amp; Apps<\/a> in a new tab).<\/li>\n<li><strong>Plan doesn&#8217;t include CRM<\/strong> \u2013 <em>Upgrade Plan<\/em> button (CRM is gated to Pro and higher; Lite users see this state).<\/li>\n<li><strong>Connected, ready to sync<\/strong> \u2013 body text <em>&#8220;Pipedrive is connected. You can sync this chat to your CRM pipeline.&#8221;<\/em> with a green <strong>Sync to CRM<\/strong> button.<\/li>\n<li><strong>Synced<\/strong> \u2013 preview cards (Deal, Lead, Contact, Organization) each with an <em>Open in Pipedrive<\/em> link, plus an <strong>Update<\/strong> button to push new messages.<\/li>\n<li><strong>Re-sync required<\/strong> \u2013 when the backend marks the chat with <code>full_sync_needed<\/code>, the widget falls back to the <strong>Sync to CRM<\/strong> button so you can run a fresh full sync.<\/li>\n<li><strong>Unsupported chat<\/strong> \u2013 direct messages (not job rooms) show an info notice; nothing to sync.<\/li>\n<li><strong>Chat older than sync start date<\/strong> \u2013 info notice; only chats from the configured date are syncable.<\/li>\n<li><strong>Error<\/strong> \u2013 last action failed; widget shows the error and a <strong>Retry<\/strong> button.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/help\/ss-int-05-crm-widget.png\" alt=\"Upwork chat sidebar with the Upwex AI widget at the bottom: black panel with the Upwex U logo, title 'Upwex AI', close X, body text 'Pipedrive is connected. You can sync this chat to your CRM pipeline.' and a wide green 'Sync to CRM' button\" \/><\/p>\n<h2>Sync flow \u2013 first time<\/h2>\n<ol>\n<li>On any Upwork chat page, find the <strong>Upwex AI<\/strong> widget in the right sidebar.<\/li>\n<li>Click the green <strong>Sync to CRM<\/strong> button.<\/li>\n<li>A modal opens with the title <em>Upwex AI<\/em> and the prompt <em>&#8220;Select a pipeline to sync this chat:&#8221;<\/em>. The <strong>Pipeline<\/strong> dropdown lists every pipeline from your Pipedrive workspace.<\/li>\n<li>Pick the target pipeline and click the green <strong>Sync<\/strong> button.<\/li>\n<li>Upwex calls Pipedrive and creates the records you enabled in <a href=\"\/articles\/pipedrive-sync-settings\/\">Pipedrive sync settings<\/a>: a Contact (always), optionally a Company, optionally a Lead, optionally a Deal with the configured deal-name template, plus optional Job \/ Bid \/ All-messages notes.<\/li>\n<li>Once Pipedrive responds, the widget switches to the synced state and shows preview cards for the created entities. Each card has an <em>Open in Pipedrive<\/em> link that opens that record in a new tab.<\/li>\n<\/ol>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/help\/ss-int-06-pipeline-modal.png\" alt=\"Upwex AI modal with the heading 'Upwex AI' plus close X, label 'Select a pipeline to sync this chat:', a dark dropdown labeled 'Pipeline', and a wide green 'Sync' button below\" \/><\/p>\n<h2>What gets created in Pipedrive<\/h2>\n<p>The extension only sends chat metadata + the chosen pipeline ID \u2013 backend logic decides what to create based on your <a href=\"\/articles\/pipedrive-sync-settings\/\">sync settings toggles<\/a>:<\/p>\n<ul>\n<li><strong>Contact<\/strong> \u2013 always created (the Upwork client as a Pipedrive Person).<\/li>\n<li><strong>Organization (Company)<\/strong> \u2013 when <em>Create the Contact&#8217;s Company in the CRM automatically<\/em> is on.<\/li>\n<li><strong>Lead<\/strong> \u2013 when <em>Create lead<\/em> is on.<\/li>\n<li><strong>Deal<\/strong> \u2013 when <em>Create deal<\/em> is on; named by your Deal Name Template (<code>#contact<\/code>, <code>#firstname<\/code>, <code>#lastname<\/code>, <code>#company<\/code>).<\/li>\n<li><strong>Notes<\/strong> \u2013 Job Details \/ Bid Details \/ All messages, depending on the three Notes &amp; Activity toggles.<\/li>\n<\/ul>\n<h2>Update an already-synced chat<\/h2>\n<p>When new Upwork messages arrive after the chat has been synced, the widget switches into the synced state with an <strong>Update<\/strong> button. Click it to push only the new messages \u2013 Upwex updates the existing Pipedrive Deal in place rather than creating a duplicate. The pipeline you originally chose stays the same; you can still see it in the dropdown next to the Update button.<\/p>\n<h2>Re-sync from scratch<\/h2>\n<p>If you change which records Upwex should create (toggling <em>Create deal<\/em>, <em>Create lead<\/em>, or any Notes toggle), the backend marks affected chats with <code>full_sync_needed<\/code>. The widget then shows the <strong>Sync to CRM<\/strong> button again \u2013 clicking it runs a fresh full sync that brings the existing records up to date with your new settings.<\/p>\n<h2>Troubleshooting<\/h2>\n<ul>\n<li><strong>Widget doesn&#8217;t appear<\/strong> \u2013 make sure the URL contains <code>\/ab\/messages\/rooms\/<\/code>. The widget is hidden on the inbox and on direct (non-job) message threads.<\/li>\n<li><strong>Says &#8220;Connect Pipedrive&#8221; even though I&#8217;m connected<\/strong> \u2013 refresh the Upwork page once; the extension re-reads the connection state on load.<\/li>\n<li><strong>&#8220;Upgrade Plan&#8221; appears<\/strong> \u2013 your current plan is Lite. CRM sync needs Pro or higher; upgrade in the Billing page.<\/li>\n<li><strong>Pipeline dropdown is empty<\/strong> \u2013 your Pipedrive workspace has no pipelines yet, or the OAuth token expired. Try disconnecting and reconnecting Pipedrive in <a href=\"https:\/\/account.upwex.io\/tools-and-apps\">Tools &amp; Apps<\/a>.<\/li>\n<li><strong>Sync failed (Retry button)<\/strong> \u2013 check the Pipedrive connection on the Tools &amp; Apps page; reconnect if the card no longer shows <em>Connected<\/em>.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Push an Upwork chat into Pipedrive from the Upwex AI widget in the chat sidebar \u2013 pipeline picker, preview cards, and Update button.<\/p>\n","protected":false},"featured_media":0,"template":"","class_list":["post-702","knowledge_article","type-knowledge_article","status-publish","hentry","knowledge_category-integrations"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sync an Upwork chat to Pipedrive | 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\/sync-upwork-chat-to-pipedrive\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sync an Upwork chat to Pipedrive | Upwex Customer Service &amp; Support | Upwex Help\" \/>\n<meta property=\"og:description\" content=\"Explore comprehensive guides, FAQs, and step-by-step tutorials for Upwex. Start improving your Upwex experience today!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/help.upwex.io\/en\/articles\/sync-upwork-chat-to-pipedrive\/\" \/>\n<meta property=\"og:site_name\" content=\"Upwex Customer Service &amp; Support | Upwex Help\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-01T09:14:46+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/upwex-preview.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1078\" \/>\n\t<meta property=\"og:image:height\" content=\"605\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/help.upwex.io\/en\/articles\/sync-upwork-chat-to-pipedrive\/\",\"url\":\"https:\/\/help.upwex.io\/en\/articles\/sync-upwork-chat-to-pipedrive\/\",\"name\":\"Sync an Upwork chat to Pipedrive | Upwex Customer Service &amp; Support | Upwex Help\",\"isPartOf\":{\"@id\":\"http:\/\/localhost:8088\/en\/#website\"},\"datePublished\":\"2026-04-11T22:01:22+00:00\",\"dateModified\":\"2026-06-01T09:14:46+00:00\",\"description\":\"Explore comprehensive guides, FAQs, and step-by-step tutorials for Upwex. Start improving your Upwex experience today!\",\"breadcrumb\":{\"@id\":\"https:\/\/help.upwex.io\/en\/articles\/sync-upwork-chat-to-pipedrive\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/help.upwex.io\/en\/articles\/sync-upwork-chat-to-pipedrive\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/help.upwex.io\/en\/articles\/sync-upwork-chat-to-pipedrive\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"http:\/\/localhost:8088\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"\u0421\u0442\u0430\u0442\u044c\u0438\",\"item\":\"https:\/\/help.upwex.io\/en\/articles\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Sync an Upwork chat to Pipedrive\"}]},{\"@type\":\"WebSite\",\"@id\":\"http:\/\/localhost:8088\/en\/#website\",\"url\":\"http:\/\/localhost:8088\/en\/\",\"name\":\"Upwex Customer Service &amp; Support | Upwex Help\",\"description\":\"Get the Help You Need to Use Upwex\",\"publisher\":{\"@id\":\"http:\/\/localhost:8088\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"http:\/\/localhost:8088\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"http:\/\/localhost:8088\/en\/#organization\",\"name\":\"Upwex.io\",\"url\":\"http:\/\/localhost:8088\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"http:\/\/localhost:8088\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/upwex-logo24.png\",\"contentUrl\":\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/upwex-logo24.png\",\"width\":1669,\"height\":324,\"caption\":\"Upwex.io\"},\"image\":{\"@id\":\"http:\/\/localhost:8088\/en\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Sync an Upwork chat to Pipedrive | Upwex Customer Service &amp; Support | Upwex Help","description":"Explore comprehensive guides, FAQs, and step-by-step tutorials for Upwex. Start improving your Upwex experience today!","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/help.upwex.io\/en\/articles\/sync-upwork-chat-to-pipedrive\/","og_locale":"en_US","og_type":"article","og_title":"Sync an Upwork chat to Pipedrive | Upwex Customer Service &amp; Support | Upwex Help","og_description":"Explore comprehensive guides, FAQs, and step-by-step tutorials for Upwex. Start improving your Upwex experience today!","og_url":"https:\/\/help.upwex.io\/en\/articles\/sync-upwork-chat-to-pipedrive\/","og_site_name":"Upwex Customer Service &amp; Support | Upwex Help","article_modified_time":"2026-06-01T09:14:46+00:00","og_image":[{"width":1078,"height":605,"url":"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/upwex-preview.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/help.upwex.io\/en\/articles\/sync-upwork-chat-to-pipedrive\/","url":"https:\/\/help.upwex.io\/en\/articles\/sync-upwork-chat-to-pipedrive\/","name":"Sync an Upwork chat to Pipedrive | Upwex Customer Service &amp; Support | Upwex Help","isPartOf":{"@id":"http:\/\/localhost:8088\/en\/#website"},"datePublished":"2026-04-11T22:01:22+00:00","dateModified":"2026-06-01T09:14:46+00:00","description":"Explore comprehensive guides, FAQs, and step-by-step tutorials for Upwex. Start improving your Upwex experience today!","breadcrumb":{"@id":"https:\/\/help.upwex.io\/en\/articles\/sync-upwork-chat-to-pipedrive\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/help.upwex.io\/en\/articles\/sync-upwork-chat-to-pipedrive\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/help.upwex.io\/en\/articles\/sync-upwork-chat-to-pipedrive\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"http:\/\/localhost:8088\/en\/"},{"@type":"ListItem","position":2,"name":"\u0421\u0442\u0430\u0442\u044c\u0438","item":"https:\/\/help.upwex.io\/en\/articles\/"},{"@type":"ListItem","position":3,"name":"Sync an Upwork chat to Pipedrive"}]},{"@type":"WebSite","@id":"http:\/\/localhost:8088\/en\/#website","url":"http:\/\/localhost:8088\/en\/","name":"Upwex Customer Service &amp; Support | Upwex Help","description":"Get the Help You Need to Use Upwex","publisher":{"@id":"http:\/\/localhost:8088\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"http:\/\/localhost:8088\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"http:\/\/localhost:8088\/en\/#organization","name":"Upwex.io","url":"http:\/\/localhost:8088\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"http:\/\/localhost:8088\/en\/#\/schema\/logo\/image\/","url":"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/upwex-logo24.png","contentUrl":"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/upwex-logo24.png","width":1669,"height":324,"caption":"Upwex.io"},"image":{"@id":"http:\/\/localhost:8088\/en\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/help.upwex.io\/en\/wp-json\/wp\/v2\/knowledge_article\/702","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.upwex.io\/en\/wp-json\/wp\/v2\/knowledge_article"}],"about":[{"href":"https:\/\/help.upwex.io\/en\/wp-json\/wp\/v2\/types\/knowledge_article"}],"wp:attachment":[{"href":"https:\/\/help.upwex.io\/en\/wp-json\/wp\/v2\/media?parent=702"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}