Insightly + Broadly Integrations, Built by an AI Agent
Put Insightly + Broadly to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Insightly and Broadly
See the kind of workflows teams build with Insightly and Broadly below — describe the exact one you want above and the Agent builds it on demand.
Insightly + Broadly
When business triggers occur in Broadly, update customer contact histories in Insightly.
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Sync newly created leads across CRM platforms
When a new lead is captured in Insightly, automatically create or update the matching contact in Broadly to keep records synchronized.
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Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in Broadly, update the corresponding opportunity stage in Insightly for unified revenue reporting.
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Log pipeline stage updates as CRM activities
When a deal moves forward in Insightly, log a status update activity on the corresponding account record in Broadly.
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Browse the full workflow library →
Looking to achieve something else with Insightly and Broadly?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Insightly and Broadly
Everything Insightly and Broadly can do inside a workflow — the triggers that start one and the actions that run when it fires.
Insightly Explore Insightly →
A cloud CRM and project management platform that manages sales pipelines, customer contacts, and project delivery.
TriggersTriggers when a record is deleted.
Triggers when a new record is created.
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Triggers when a record is updated.
Creates a Record
Updates a Record
Broadly Explore Broadly →
Broadly is a customer engagement tool that helps local businesses generate online reviews, capture leads, and process payments.
TriggersThis is a guide to help you set up Business App as the Trigger application in your Zapier workflows.
Create a new log activity in the CRM.
Run any automation that uses a manual or API trigger
Creates a new customer and review eligible transaction activity
Creates or Updates a company. Also used to return values for an existing record.
Creates or Updates a contact. Also used to return values for an existing record.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Insightly + Broadly
Is there a pre-built Insightly + Broadly automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Insightly and Broadly's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Insightly or Broadly connector?
No. The Agent works whether or not Insightly or Broadly already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.