How to connect to PBS DMS
The PBS integration connects your PBS Dealer Management System (DMS) directly to the AVA™ Portal.
What the Integration Does
Once enabled, AVA™ and PBS work together behind the scenes to keep your data in sync:
• Push AVA™ leads into PBS CRM automatically
• Sync lead status and assignments back from PBS into AVA™
• Pull in sales data to track conversion and revenue
• Import your dealership’s inventory and staff info from PBS
• Enable the entire integration with a built-in e-signature flow
How to Set Up the PBS Integration
⚠️ Only account admins can enable the PBS integration. If you’re a member, please ask your admin to complete these steps.
1. Log in to your AVA™ Portal
2. Go to the Integrations tab
3. Find and click on PBS Integration
4. Enter your PBS Dealership ID
5. Complete the PBS Authorization Form using the in-app e-signature
6. Click Enable Integration
What Gets Synced
Here’s a breakdown of the data that flows between AVA™ and PBS:
Tables can't be imported directly. Please insert an image of your table which can be found here.
Sync Item
Direction
Description
Leads
Two-way
New leads from AVA™ → PBS, and lead updates from PBS → AVA™
Sales Data
PBS → AVA™
Tracks conversions, revenue, and gross margin for AVA™ leads
Inventory
PBS → AVA™
Keeps vehicle listings up-to-date inside AVA™
Employees
PBS → AVA™
Import dealership staff profiles to assign and manage users
Existing CRM Leads
PBS → AVA™
Import your historical leads into AVA™ for better reporting
Pro Tips
• Use the sales data sync to show how many AVA™ leads actually turn into revenue.
• The employee import saves time when setting up new users or reassigning leads.
• You can combine this with MatchBook for even deeper conversion insights.
Troubleshooting
Not seeing data sync?
• Double-check your PBS Dealership ID
• Make sure the authorization form was completed
• Verify you have admin access
Still stuck? Reach out to us via chat or email [email protected] and we’ll help you get connected.
Need help or have questions?
Chat with us anytime—we’re here to help you get the most out of your integration. 🚀