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Broadly Integrations

CRM (Customer Relationship Management)
CRM (Customer Relationship Management)

Put Broadly to work with AI and enterprise-grade automation

Automate smarter with Broadly and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email
Start free with email
Google Logo Continue with Google
Start free with email
Start free with email
Google Logo Continue with Google
  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Integrate Act! with BroadlyIntegrate Act! with Broadly
Act!
CRM (Customer Relationship Management)
Integrate Salesforce with BroadlyIntegrate Salesforce with Broadly
Salesforce
CRM (Customer Relationship Management)
Integrate BookingKoala with BroadlyIntegrate BookingKoala with Broadly
BookingKoala
Scheduling & Booking
Integrate Mailchimp with BroadlyIntegrate Mailchimp with Broadly
Mailchimp
Marketing Automation
Integrate Zoho CRM with BroadlyIntegrate Zoho CRM with Broadly
Zoho CRM
CRM (Customer Relationship Management), Zoho
Integrate Insightly with BroadlyIntegrate Insightly with Broadly
Insightly
CRM (Customer Relationship Management)
Integrate Google Sheets with BroadlyIntegrate Google Sheets with Broadly
Google Sheets
Google, Spreadsheets
Integrate Slack with BroadlyIntegrate Slack with Broadly
Slack
Team Chat
Integrate WhatConverts with BroadlyIntegrate WhatConverts with Broadly
WhatConverts
CRM (Customer Relationship Management)
Integrate Act! with BroadlyIntegrate Act! with Broadly
Act!
CRM (Customer Relationship Management)
Integrate Salesforce with BroadlyIntegrate Salesforce with Broadly
Salesforce
CRM (Customer Relationship Management)
Integrate BookingKoala with BroadlyIntegrate BookingKoala with Broadly
BookingKoala
Scheduling & Booking
Integrate Mailchimp with BroadlyIntegrate Mailchimp with Broadly
Mailchimp
Marketing Automation
Integrate Zoho CRM with BroadlyIntegrate Zoho CRM with Broadly
Zoho CRM
CRM (Customer Relationship Management), Zoho
Integrate Insightly with BroadlyIntegrate Insightly with Broadly
Insightly
CRM (Customer Relationship Management)
Integrate Act! with BroadlyIntegrate Act! with Broadly
Act!
CRM (Customer Relationship Management)
Integrate Salesforce with BroadlyIntegrate Salesforce with Broadly
Salesforce
CRM (Customer Relationship Management)
Integrate BookingKoala with BroadlyIntegrate BookingKoala with Broadly
BookingKoala
Scheduling & Booking
Integrate Mailchimp with BroadlyIntegrate Mailchimp with Broadly
Mailchimp
Marketing Automation
Integrate Zoho CRM with BroadlyIntegrate Zoho CRM with Broadly
Zoho CRM
CRM (Customer Relationship Management), Zoho
Integrate Insightly with BroadlyIntegrate Insightly with Broadly
Insightly
CRM (Customer Relationship Management)
Integrate Google Sheets with BroadlyIntegrate Google Sheets with Broadly
Google Sheets
Google, Spreadsheets
Integrate Slack with BroadlyIntegrate Slack with Broadly
Slack
Team Chat
Integrate WhatConverts with BroadlyIntegrate WhatConverts with Broadly
WhatConverts
CRM (Customer Relationship Management)

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  • Create new Broadly customers from new Google Ads lead form entries

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    • Google Ads logo
    • Broadly logo
    Google Ads + Broadly

  • Create new Broadly customers from new rows in Google Sheets

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    • Google Sheets logo
    • Broadly logo
    Google Sheets + Broadly

  • Add new Broadly customers to Constant Contact as contacts

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    • Broadly logo
    • Constant Contact logo
    Broadly + Constant Contact

  • Create new customers in Broadly from new customer additions in Broadly

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    • Broadly logo
    Broadly

  • Create new Broadly customers from new Typeform entries

    Details
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    • Typeform logo
    • Broadly logo
    Typeform + Broadly

  • Create spreadsheet rows in Google Sheets for new customers added in Broadly

    Details
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    • Broadly logo
    • Google Sheets logo
    Broadly + Google Sheets

  • Create new Broadly customers from new Google Ads lead form entries

    Details
    Try it
    • Google Ads logo
    • Broadly logo
    Google Ads + Broadly

  • Create new Broadly customers from new rows in Google Sheets

    Details
    Try it
    • Google Sheets logo
    • Broadly logo
    Google Sheets + Broadly

  • Add new Broadly customers to Constant Contact as contacts

    Details
    Try it
    • Broadly logo
    • Constant Contact logo
    Broadly + Constant Contact

  • Create new customers in Broadly from new customer additions in Broadly

    Details
    Try it
    • Broadly logo
    Broadly

  • Create new Broadly customers from new Typeform entries

    Details
    Try it
    • Typeform logo
    • Broadly logo
    Typeform + Broadly

  • Create spreadsheet rows in Google Sheets for new customers added in Broadly

    Details
    Try it
    • Broadly logo
    • Google Sheets logo
    Broadly + Google Sheets

      • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

        • Note for Business App as Trigger
        Trigger
        Polling
        Try It
        • Automation ID
          Required
        Action
        Write
        • Create or update note
        • External ID
        • Platform account group ID
        • Company name
        • Street address line 1
        • Street address line 2
        • City/locality
        • State/province/region
        • Country
        • Zip/postal code
        • Additional Fields
        • Search note
        • Additional Search Fields
        • upsert_note
        • Overwrite Existing Data
        • Associate a Contact
        • Contact IDs for Association (Optional)
        • Return note
        • Return Fields
        Action
        Write
        • Company or Contact IDs
          Required
        • Choose activity type
          Required
        • Check for existing activity based on an external identifier
        • Add team members
        • Add tags
        Action
        Write
        • Business ID
          Required
        • Given Name
        • Surname
        • Preferred Name
        • Full Name
        • Email
        • Phone
        • Customer Since
        • Subscribed
        • Promoter
        • Last Transaction
        • Provider Name
        Action
        Write
        • Create or update note
        • External ID
        • Email
        • Phone Number
        • First Name
        • Last Name
        • Job Title
        • Additional Fields
        • Search note
        • Additional Search Fields
        • upsert_note
        • Overwrite Existing Data
        • Associate a Company
        • Company ID for Association (Optional)
        • Return note
        • Return Fields
        Action
        Write

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      About Broadly
      Broadly helps your business get great reviews and grow word-of-mouth.
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      Related categories
      CRM (Customer Relationship Management)
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