Connect Broadly to Followup CRM and automate any workflow

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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

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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 Followup CRM

An action is what takes place after the automation is triggered. For example, with Followup CRM, the action could be "Create Company."

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

That’s it! You just connected Broadly to Followup CRM

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

Connect Broadly and Followup CRM 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.

Connect Broadly and Followup CRM 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

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 Company Created
When a company is created on Followup, this Zap will be triggered
Trigger
Instant
Try It
New Contact Created
When a contact is created on Followup, this Zap will be triggered
Trigger
Instant
Try It
Contact Updated
When a contact is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It

Project Sales Status Changed
This zap will be triggered when the project sales status is changed
Trigger
Instant
Try It
- Name
  Required
- External Id
  Required
- External Vendor
  Required
- Company Types Id
- Address
- City
- State
- Zip
- Phone
- Fax
Action
Write

- Name
  Required
- External Id
  Required
- External Vendor
  Required
- Address
- City
- State
- Zip
- Contact Name
- Contact Email
- Contact Phone
- Contact Cell
- Contact Fax
- Sales Status
- Bid Date
- Lead From
- Estimator
- Account Manager
- Contract Type
- Office
- Base Bid
- Contract Amount
- Contract Date
- Proposal Delivered
- Project Comment
Action
Write
- Project Id
  Required
- Sales Behavior
  Required
- Date
- Completed
Action
Write
- uuid
  Required
- file
  Required
Action
Write

- Business
  Required
Trigger
Scheduled
Try It
- Business
  Required
- Customer ID
- Email
- Given
- Surname
- Full Name
- Phone
Action
Write
Company Updated
When a company is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It
Contact Status Changed
This zap will be triggered when the contact status is changed
Trigger
Instant
Try It
New Project Created
When a new project is created on Followup, this Zap will be triggered
Trigger
Instant
Try It
Project Updated
When a project is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It
- Name
  Required
- Company Id
  Required
- External Id
  Required
- External Vendor
  Required
- Contact Types Id
- Cell
- Email
- Title
Action
Write
- Project Id
  Required
- Company Id
  Required
- Contact Id
- Name
  Required
- Email
- Cell
- Title
- Date
- Status
Action
Write
- uuid
  Required
- Hail Impact
  Required
Action
Write

About Broadly

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

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Followup CRM

Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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