Local only
NameStageValueFollow-upNotesActions
CompanyContactStatusFee/moNotesActions
NameRoleStatusRate/moNotesActions
TaskLinked toPriorityStatusDueActions

Google Sheets connection

Connect this CRM to your Google Sheet so all team members share the same data.

  1. Open "Avarra Form Submissions" in Google Sheets
  2. Go to Extensions > Apps Script
  3. Paste the CRM Apps Script (from your Claude Code prompt)
  4. Click Deploy > New Deployment > Web App
  5. Set "Who has access" to Anyone
  6. Copy the Web App URL and paste below

URL stored in this browser only. Each team member pastes it once.

Push all data to Sheets

Upload all your local leads, clients, and applicants to Google Sheets so every team member can see them. Run this once after connecting.

Slack notifications

Get notified in Slack when leads are added, lists are uploaded, or deals are closed. Paste your Slack Incoming Webhook URL below.

  1. Go to api.slack.com/apps → Create New App → From scratch
  2. Enable Incoming Webhooks, add to your workspace & channel
  3. Copy the Webhook URL and paste it below

Notifies on: new lead added, list uploaded, deal closed won (with amount + who closed it). Also triggered from Apps Script when a reply is detected.

AvarraCRM

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