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Integrate Broadly with Act! to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Broadly with Act! - no code necessary. See how you can get setup in minutes.

Select a trigger from Broadly

A trigger is an event that starts your Zap and runs the workflow. For example, with Broadly, a trigger could be "Customer Add."

A trigger is the event that kicks off your automated workflow.

Setup an action from Act!

An action is what takes place after the automation is triggered. For example, with Act!, the action could be "Add Activity."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Broadly to Act!

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Broadly to Act! integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Broadly and Act! to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Broadly and Act! to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

- Business
  Required
- Lead Source
Trigger
Scheduled
Try It
- Business
  Required
- Email
- Given
- Surname
- Preferred
- Full Name
- Phone
- Customer Since
- Subscribed (defaults to true if not specified)
- Promoter Status
- Last Transaction
- Provider Name
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
- Schedule With
  Required
- Note Text
  Required
- Is Private
Action
Write

- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- Name
- Description
Action
Write

- Field to Search By
  Required
- Value to Search By
  Required
Action
Search
- Field to Search By
  Required
- Value to Search By
  Required
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Search or write

- Business
  Required
Trigger
Scheduled
Try It
- Business
  Required
- Customer ID
- Email
- Given
- Surname
- Full Name
- Phone
Action
Write
Contact Updated
Triggers when a Contact is updated.
Trigger
Scheduled
Try It
- Activity Type
  Required
- Regarding
- Schedule With
  Required
- Start Time
  Required
- End Time
  Required
- Details
- Location
- Priority
- Is Private
Action
Write
- Name
- Schedule With
  Required
- Estimated Close Date
  Required
- Status
- Stage
- Probability
- Actual Close Date
- Competitor
- Referred By
- Reason
Action
Write
- Type
  Required
- Schedule With
  Required
- Regarding
- Details
- Start Time
  Required
- End Time
  Required
- Is Private
Action
Write
- Contact
  Required
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- Name
Action
Search
- Name
- Description
Action
Search or write

About Broadly

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Act!

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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