Upwork + SalesCrew
Not a link-out. A module: saved searches feed a gated job list, proposals and outcomes are recorded, and the clients you win become records beside every other deal.
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- Full module, not a webhook
- Bids become pipeline
- Connects stay a human decision
The short answer
- The mechanism is a full module built on the Upwork API: saved searches run on a schedule, jobs are gated against your criteria, proposals are recorded, and outcomes are written back so win rate by category is a query.
- SalesCrew stores exactly what the Upwork API returns about a client, and lets you attach a company or a LinkedIn profile by hand. Nothing is guessed.
- The Bid agent drafts proposals for gated jobs into the approval queue, and a person submits each one. Spending connects stays a human decision under the default policy table.
Mechanism
What the module reads, what it writes, and what stays with a person.
| What | Mechanism | Direction | Objects | Status |
|---|---|---|---|---|
| Job feed | Saved searches against the Upwork API on a schedule | Inbound | Jobs, searches | Available |
| Feed gate | Your thresholds and categories filter what reaches the list | Internal | Jobs | Available |
| Proposals | Recorded per job with the profile that sent it | Internal | Proposals, deals | Available |
| Outcomes | Interviewed, hired and no-reply written back to the job | Internal | Jobs, outcomes, KPIs | Available |
| Clients | Client records built from what the API returns | Inbound | Upwork clients, companies | Available |
| Deal from a job | A job becomes a deal without needing a company record | Internal | Deals | Available |
| Linking a company | Attach a company or LinkedIn profile to the client by hand | Internal | Upwork clients, companies | Available |
| Bid agent that drafts proposals | Agent drafts into the approval queue, a person submits | Internal | Proposals, approvals | Available |
| Propose via approval | A person starts the proposal, and the submit waits in the approval queue | Outbound | Proposals, approvals | Available |
| Connects guard | Spending connects sits in the human-only policy class | None | Policy table | Available |
Mechanisms read from the SalesCrew integration table, September 2026. Upwork's own API documentation and terms are the authority on what is exposed and what contact is permitted.
Setup
An hour to get a useful feed, and most of that is deciding what to filter out.
- 1
Connect the account
Add the Upwork credentials in Settings. They are stored in your instance's Supabase Vault.
- 2
Build saved searches
upwork_search_create mirrors what you would type on the site. Test with upwork_search_test before you let it run on a schedule.
- 3
Set the gate
Client spend, hire rate, category and budget thresholds decide what reaches the list. A feed that shows everything is the same as no feed.
- 4
Record proposals as you send them
upwork_record_proposal ties the proposal to the job and to the profile it went from, which is what makes win rate by profile measurable.
- 5
Write outcomes back
Interviewed, hired, no reply. Without outcomes the feed is a list; with them it is a channel with a measurable cost.
- 6
Turn bids into deals
A job becomes a deal with no company record required, because marketplace bids often have no company name to attach.
Questions
- Who sends the proposals?
- A person. The Bid agent drafts into the approval queue like every other agent, and each proposal is recorded against the job with the profile that sent it.
- Can I contact the client off-platform?
- Upwork's Terms of Use contain a non-circumvention clause, so read them at upwork.com/legal before you move a client off the platform. The module tracks the channel inside its rules.
- Which tier includes marketplaces?
- Agency, at $1,200 a month, which also carries the marketing module, data sources and all agents. Seats are unlimited on every tier.
- How does Fiverr fit in?
- Fiverr runs as a channel queue beside the Upwork module. It holds the Fiverr work you track, next to the rest of the pipeline.
Make bids a channel you can measure
Saved searches, a gate that filters, proposals recorded and outcomes written back.
Want to see it first? Book a demo