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Breakcold + Redtail CRM

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.

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.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    BreakcoldBreakcold
    Create or Update Lead

    Creates or Update a lead in Breakcold.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
breakcold logo
breakcold logo

About Breakcold

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

Related categories

  • Drip Emails
redtailcrm logo
redtailcrm logo

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.
Learn moreHelp

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