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Broadly + Google Sheets

Broadly + Google Sheets

Broadly + Google Sheets integrations

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

Enhance your customer relationship management by connecting Broadly with Google Sheets. Every time you add a new customer in Broadly, a new row is created in your designated Google Sheets spreadsheet. This workflow not only provides instant updates in your customer database but also lets you concentrate more on customer interaction instead of administrative work.

  1. When this happens...
    Customer Add
    Customer Add
    Customer AddLegacy Broadly new-customer trigger. This trigger is no longer available.
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Broadly and Google Sheets

Discover other triggers and actions you can use with Broadly and Google Sheets

    • 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
    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • 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
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Instant
    Try It
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About Broadly
Broadly helps your business get great reviews and grow word-of-mouth.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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Related Zap Templates

  • Create new Broadly customers from new rows in Google Sheets