Breakcold + Wealthbox CRM

Breakcold + Wealthbox CRM integrations

Create leads in Breakcold from new contacts in Wealthbox CRM

Easily transform new contacts from Wealthbox CRM into leads within the Breakcold app with this seamless workflow. Whenever a new contact is added in Wealthbox CRM, a lead will be created in Breakcold, ensuring your sales team always has up-to-date information and can quickly follow up on prospects. This automation helps save time and keeps your lead management process efficient.

When this happens...
New ContactTriggers when a new contact is created.
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 Wealthbox CRM and Breakcold

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

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Contact ID
  Required
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or 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

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- 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 Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

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CRM (Customer Relationship Management)

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