Avaza + SharpSpring integration
Hand new SharpSpring leads and accounts to your delivery team in Avaza automatically, through Zapier.
What you can automate between Avaza and SharpSpring
New lead → Avaza contact
Add new SharpSpring leads to Avaza as contacts. (SharpSpring: New Lead → Avaza: Create Contact)
New account → Avaza customer
Create the customer in Avaza when an account is added in SharpSpring. (SharpSpring: New Account → Avaza: Create Company)
New account → Avaza project
Set up a project for each new account, ready for scheduling and time tracking. (SharpSpring: New Account → Avaza: Create Project)
New opportunity → estimate draft
Start an estimate in Avaza for each new opportunity. (SharpSpring: New Opportunity → Avaza: Create Estimate / Quote)
Set up Avaza + SharpSpring 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 SharpSpring when prompted.
2. Pick a trigger and an action
Choose what starts the Zap and what happens next, for example “New Lead” in SharpSpring and “Create Contact” 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.
About SharpSpring
SharpSpring is marketing automation software with a built-in CRM, used by agencies and businesses to capture and nurture leads.
Questions about the SharpSpring integration
Is the SharpSpring 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 SharpSpring 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 SharpSpring to Avaza
Create your free Avaza account, then set up the integration in a few minutes.