What is a Data Source?
Business systems are the source of data for Broadly integrations. Integrations are a connection between your business system and Broadly that allows us to automatically obtain customers' contact information and send them review requests on your behalf.
Privacy Policy
Broadly collects only the information we need to provide you with our service. For example, when connected with an invoicing software like QuickBooks, we only pull the name, email, and phone number of customers who have been invoiced. For other integrations, we pull contact information for customers who have completed appointments, and closed service orders. etc. You can view additional details in our Terms of Service/Privacy Policy
In-App Integrations
Below are the data sources that you can easily connect within the Broadly App on your own:
- Booker
- Clio
- Housecall Pro
- Jobber
- Lightspeed
- QuickBooks Online
- Service Fusion
- ServiceMonster
To integrate one of these business systems seamlessly with Broadly:
- Your Broadly app admin should navigate to Preferences in the left-hand menu bar
- Select on Data Sources
- Choose Add Data Source
- Click on Select ... and choose the appropriate business system
- You will have to log into the business system as the Admin to complete the connection
Other Integrations
Broadly integrates with many business systems and our list of supported integrations is always growing. Some of these integrations include:
- QuickBooks
- Gingr
- PetExec
- EagleSoft
- NAPA TRACS
- Mitchell 1
If your business system is not listed above please contact support@broadly.com to verify integration compatibility.