Persona Upwork Automation

This extension integrates Upwork with Persona CRM to streamline sales workflows and reduce manual data entry. It enables sales managers to work directly inside the Upwork interface while keeping all project data structured and synchronized in Persona CRM. Key features One-click project creation Create a project entity in Persona CRM directly from an Upwork proposal, without opening the CRM interface. Sales workflow automation Automates routine actions for sales managers working with Upwork proposals, reducing context switching and human error. Embedded CRM actions in Upwork Adds fast Persona CRM actions directly into the Upwork UI, allowing users to manage CRM operations where the work happens. This extension is designed for teams that use Persona CRM and want a faster, more consistent workflow when managing leads and proposals from Upwork.