Avaza + Salesforce integration
Close the gap between sales and delivery. When a deal is won in Salesforce, Zapier can set up the customer and project in Avaza, and keep customer records in step.
What you can automate between Avaza and Salesforce
Opportunity won → Avaza project
When an opportunity's stage changes to won, create the project in Avaza. (Salesforce: Updated Field on Record → Avaza: Create Project)
New contact → Avaza contact
Add new Salesforce contacts to Avaza. (Salesforce: New Contact → Avaza: Create Contact)
New Avaza customer → Salesforce account
Create a matching account when a customer is added in Avaza. (Avaza: New Company → Salesforce: Create Record)
Invoice sent → note in Salesforce
Let account owners see what's been billed. (Avaza: Invoice Sent → Salesforce: Create Note)
Set up Avaza + Salesforce in Zapier
No code and no developer needed. Most Zaps take a few minutes.
1. Connect both apps
In Zapier, create a Zap and sign in to Avaza and Salesforce when prompted.
2. Pick a trigger and an action
Choose what starts the Zap and what happens next, for example “Updated Field on Record” in Salesforce and “Create Project” in Avaza.
3. Map fields and switch it on
Match fields such as title, project, customer and dates, test the Zap, then turn it on.
Why connect Salesforce and Avaza?
Sales closes the deal in Salesforce; delivery happens in Avaza. Connecting them means projects are set up the moment a deal is won, with the right customer attached, so nobody retypes details and the delivery team can start scheduling straight away.
About Salesforce
Salesforce is a customer relationship management (CRM) platform for sales, service and marketing teams.
Questions about the Salesforce integration
Is the Salesforce integration built into Avaza?
No. It runs through Zapier, which connects Avaza to thousands of apps. Avaza's built-in integrations are Xero, QuickBooks Online, GitHub, Google Drive, Dropbox, Stripe, PayPal and Payoneer, plus Google single sign-on.
Do I need a paid Zapier plan?
You need a Zapier account, and Zapier's own plans apply: simple two-step Zaps run on its free plan, while multi-step Zaps (for example, searching for an Avaza project before creating a task) need a paid Zapier plan.
How quickly do the automations run?
Avaza's Zapier triggers are instant: Avaza tells Zapier as soon as a task, project, invoice or other record is created or changed. Zaps that start in Salesforce run on the schedule Zapier uses for that app's trigger.
Related integrations
More ways to connect Avaza to the tools your team already uses.
Connect Salesforce to Avaza
Create your free Avaza account, then set up the integration in a few minutes.