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

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
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
- NameRequired
- Description
Action
Write
- NameRequired
- Lead IDRequired
- Notify who?
- Reminder
- When?
Action
Write
- SearchRequired
- 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 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
- 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 IDRequired
- Note contentRequired
- ID Parent note
Action
Write
- SearchRequired
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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Breakcold + Wealthbox CRM

Create leads in Breakcold from new contacts in Wealthbox CRM

Supported triggers and actions

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

New List

New Tag

Create List

Create Task/Reminder

Find or Create Lead

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

New Lead

New Status

Create or Update Lead

Create Note

Search Lead

About Breakcold

Related categories

About Wealthbox CRM

Related categories

Similar apps

Zapier Interfaces