Breakcold + Wealthbox CRM

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 Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create or Update Lead
Creates or Update a lead in Breakcold.
ActionWrite

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a new comment 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
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It

- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write

- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
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
- List
- Campaign
- Trigger on icebreaker
Trigger
Scheduled
Try It
New Status
Triggers when a new status is created.
Trigger
Scheduled
Try It
- Name
Action
Write
- NameRequired
- Description
Action
Write
- NameRequired
- Lead IDRequired
- Notify who?
- Reminder
- When?
Action
Write
- Campaign
Action
Write
- Email
- or
- Lead ID
- Lists
- Campaign
- First Name
- Last Name
- Status
- Tags
- 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 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
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- 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
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
New Campaign
Triggers when a new campaign is created.
Trigger
Scheduled
Try It
New List
Triggers when a new list is created.
Trigger
Scheduled
Try It
New Tag
Triggers when a new tag is created.
Trigger
Scheduled
Try It
- Lists
- Campaign
- Email
- First Name
- Last Name
- Status
- Tags
- 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 IDRequired
- Note contentRequired
Action
Write
- Campaign id
Action
Write
- Lead Email
- or
- Lead ID
Action
Search

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

About Wealthbox CRM

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

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By team

Breakcold + Wealthbox CRM

Create leads in Breakcold from new contacts in Wealthbox CRM

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

MemberRequired

TitleRequired

Create Event

Related Contact

TitleRequired

Description

Starts AtRequired

Ends AtRequired

All Day

Category

State

Location

Create Opportunity

Related Contact

NameRequired

Description

Target Close DateRequired

ProbabilityRequired

Opportunity StageRequired

Manager

Amount

Currency

Kind

Create Task

Category

Related Contact

Type

NameRequired

Due DateRequired

Description

Assignment TypeRequired

Complete

Priority

Start Workflow

Workflow TemplateRequired

Linked to TypeRequired

Linked to IdRequired

Label

Find or Create a Contact

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