Broadly + LoopSpark Integrations

See the kind of workflows teams build with Broadly and LoopSpark below — describe the exact one you want above and the Agent builds it on demand.

Broadly + LoopSpark When an email opt-out occurs in LoopSpark, sync opt-out preferences with Broadly.

Sync newly created leads across CRM platforms When a new lead is captured in Broadly, automatically create or update the matching contact in LoopSpark to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in LoopSpark, update the corresponding opportunity stage in Broadly for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in Broadly, log a status update activity on the corresponding account record in LoopSpark. See details

Browse the full workflow library →

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Triggers & actions for Broadly and LoopSpark

Everything Broadly and LoopSpark can do inside a workflow — the triggers that start one and the actions that run when it fires.

Broadly Explore Broadly →

Broadly is a customer engagement tool that helps local businesses generate online reviews, capture leads, and process payments.

Triggers

Setup Business App as Trigger

This is a guide to help you set up Business App as the Trigger application in your Zapier workflows.

Actions

Create or Update CRM Activity

Create a new log activity in the CRM.

Run Automation

Run any automation that uses a manual or API trigger

Legacy Create Customer & Transaction

Creates a new customer and review eligible transaction activity

Create or Update Company

Creates or Updates a company. Also used to return values for an existing record.

Create or Update Contact

Creates or Updates a contact. Also used to return values for an existing record.

LoopSpark Explore LoopSpark →

A client relationship management platform that automates marketing and communication for fitness and wellness studios.

Triggers

Email Opt-In

Triggers when a Client opts in to email communications.

Email Opt-Out

Triggers when a Client opts out from email communications.

Lead

Triggers when a new lead is created.

SMS Opt-In

Triggers when a Client opts in to SMS communications.

SMS Opt-Out

Triggers when a Client opts out from SMS communications.

Tag Added

Triggers when a Tag was added to a client.

Actions

Add a Tag

Add a tag to a Client or Lead

Create a Lead

Creates a lead on LoopSpark

Remove a Tag

Removes a tag from a Client or Lead

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