Breakcold + Redtail CRM

Breakcold + Redtail CRM integrations

Create Breakcold leads from new Redtail CRM contacts

Effortlessly streamline your sales process with this Redtail CRM and Breakcold integration. When creating a new contact in Redtail CRM, this workflow will automatically generate a lead in Breakcold, saving valuable time on data entry and ensuring a seamless transition from lead generation to sales activities. Stay organized and efficient while managing your growing network of business contacts.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create or Update LeadCreates or Update a lead in Breakcold.
ActionWrite

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More things you can do with Redtail CRM and Breakcold

Discover other triggers and actions you can use with Redtail CRM and Breakcold

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
New List
Triggers when a new list is created.
Trigger
Polling
Try It
New Tag
Triggers when a new tag is created.
Trigger
Polling
Try It
- Name
  Required
- Description
Action
Write
- Name
  Required
- Lead ID
  Required
- Notify who?
- Reminder
- When?
Action
Write
- Search
  Required
- Email
- Lead ID
- First Name
- Last Name
- Lists
- Status
- Tags
- Owners
- Company
- Company Role
- Phone
- linkedin URL
- Website URL
- Twitter username
- Twitter Company Username
- City
- Contract Value
- iceBreaker
- iceBreaker 2
- iceBreaker 3
- iceBreaker 4
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Status
- Lists
- Tags
- Owners
Trigger
Polling
Try It
- List
Trigger
Polling
Try It
- Email
- Lead ID
- First Name
- Last Name
- Lists
- Status
- Tags
- Owners
- Company
- Company Role
- Phone
- linkedin URL
- Website URL
- Twitter username
- Twitter Company Username
- City
- Contract Value
- iceBreaker
- iceBreaker 2
- iceBreaker 3
- iceBreaker 4
Action
Write
- Lead ID
  Required
- Note content
  Required
- ID Parent note
Action
Write
- Search
  Required
Action
Search

About Breakcold

Breakcold is a social selling and sales engagement platform. Engage and contact prospects via LinkedIn, Twitter & Email, from one place.

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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CRM (Customer Relationship Management)

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