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Broadly Integrations

CRM (Customer Relationship Management)

Put Broadly to work with AI and enterprise-grade automation

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Start free with email
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Integrate Act! with BroadlyIntegrate Act! with Broadly
Act!
CRM (Customer Relationship Management)
Integrate BookingKoala with BroadlyIntegrate BookingKoala with Broadly
BookingKoala
Scheduling & Booking
Integrate Insightly with BroadlyIntegrate Insightly with Broadly
Insightly
CRM (Customer Relationship Management)
Integrate WhatConverts with BroadlyIntegrate WhatConverts with Broadly
WhatConverts
CRM (Customer Relationship Management)
Integrate PracticePanther Legal Software with BroadlyIntegrate PracticePanther Legal Software with Broadly
PracticePanther Legal Software
CRM (Customer Relationship Management)
Integrate Google Calendar with BroadlyIntegrate Google Calendar with Broadly
Google Calendar
Calendar, Google
Integrate Wave with BroadlyIntegrate Wave with Broadly
Wave
Accounting
Integrate Keap with BroadlyIntegrate Keap with Broadly
Keap
CRM (Customer Relationship Management)
Integrate Microsoft Dynamics 365 CRM with BroadlyIntegrate Microsoft Dynamics 365 CRM with Broadly
Microsoft Dynamics 365 CRM
CRM (Customer Relationship Management), Microsoft
Integrate Act! with BroadlyIntegrate Act! with Broadly
Act!
CRM (Customer Relationship Management)
Integrate BookingKoala with BroadlyIntegrate BookingKoala with Broadly
BookingKoala
Scheduling & Booking
Integrate Insightly with BroadlyIntegrate Insightly with Broadly
Insightly
CRM (Customer Relationship Management)
Integrate WhatConverts with BroadlyIntegrate WhatConverts with Broadly
WhatConverts
CRM (Customer Relationship Management)
Integrate PracticePanther Legal Software with BroadlyIntegrate PracticePanther Legal Software with Broadly
PracticePanther Legal Software
CRM (Customer Relationship Management)
Integrate Google Calendar with BroadlyIntegrate Google Calendar with Broadly
Google Calendar
Calendar, Google
Integrate Act! with BroadlyIntegrate Act! with Broadly
Act!
CRM (Customer Relationship Management)
Integrate BookingKoala with BroadlyIntegrate BookingKoala with Broadly
BookingKoala
Scheduling & Booking
Integrate Insightly with BroadlyIntegrate Insightly with Broadly
Insightly
CRM (Customer Relationship Management)
Integrate WhatConverts with BroadlyIntegrate WhatConverts with Broadly
WhatConverts
CRM (Customer Relationship Management)
Integrate PracticePanther Legal Software with BroadlyIntegrate PracticePanther Legal Software with Broadly
PracticePanther Legal Software
CRM (Customer Relationship Management)
Integrate Google Calendar with BroadlyIntegrate Google Calendar with Broadly
Google Calendar
Calendar, Google
Integrate Wave with BroadlyIntegrate Wave with Broadly
Wave
Accounting
Integrate Keap with BroadlyIntegrate Keap with Broadly
Keap
CRM (Customer Relationship Management)
Integrate Microsoft Dynamics 365 CRM with BroadlyIntegrate Microsoft Dynamics 365 CRM with Broadly
Microsoft Dynamics 365 CRM
CRM (Customer Relationship Management), Microsoft

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Launch your first automated workflow

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

    • Google Ads logo
    • Broadly logo
    Google Ads + Broadly
  • Create new Broadly customers from new rows in Google Sheets

    • Google Sheets logo
    • Broadly logo
    Google Sheets + Broadly
  • Create new Broadly customers from new Typeform entries

    • Typeform logo
    • Broadly logo
    Typeform + Broadly
  • Create new Broadly customers from new Google Ads lead form entries

    • Google Ads logo
    • Broadly logo
    Google Ads + Broadly
  • Create new Broadly customers from new rows in Google Sheets

    • Google Sheets logo
    • Broadly logo
    Google Sheets + Broadly
  • Create new Broadly customers from new Typeform entries

    • Typeform logo
    • Broadly logo
    Typeform + Broadly
    • 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

      For builders

      Let your AI safely access Broadly

      Go beyond Zap workflows. Install Zapier in your AI to call Broadly actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in Broadly from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Create or Update CRM Activity
      • Run Automation

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Broadly actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a Broadly connection @ https://zapier.com/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "broadly", owner: "me" });
      
      await zapier.runAction({
        app: 'broadly',
        action: 'crmActivity',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      Broadly Help & Support

      Common questions

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      About Broadly
      Broadly helps your business get great reviews and grow word-of-mouth.
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