CRM and Sales tools
Breakcold by Maxmel Tech
29 min
breakcold is a crm tool focused on social selling, enabling users to manage leads and engage prospects across email, linkedin, and twitter integrating with make com would automate lead management and streamline multi channel outreach workflows this is ai generated content based on official breakcold documentation the content may still contain errors—please verify important information if you have questions, contact https //help breakcold com/en/ directly how to get support on breakcold breakcold is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=breakcold\&app slug=breakcold community\&app unique id=breakcold bv5dmg requirements to use the breakcold app in make, you must have an active breakcold account and access to their api documentation, https //breakcold com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/breakcold community/ click the install button follow the on screen instructions to complete the setup connect breakcold and {{product name}} to get started, you must first create a connection between breakcold and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to retrieve your api key from the breakcold dashboard login to your breakcold account using your credentials navigate to the dashboard go to the integrations settings section locate your api key if required, revoke your previous api key and generate the latest version, which begins with breakcold usr copy your api key for use in integrations some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=breakcold\&app slug=breakcold community\&app unique id=breakcold bv5dmg create the connection in {{product name}} https //www make com/en/register , add the breakcold module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your breakcold account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page breakcold modules after connecting to the breakcold app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add leads to a list adds several leads to a chosen list by using specific filters like lead ids, assigned tags, or their current status connect a lead to a company links an existing person lead record to a specific company lead record, allowing you to associate individual leads with their corresponding organizations create a lead this module lets you create a new lead with the details you specify if you want to set or update specific lead attributes, just include them in the attributes object in your request each key should be the attribute’s id, and the value should be what you want to set for that attribute keep in mind that if you enter an invalid value for any attribute, you’ll get an error message create a list creates a new list by letting you specify its name, add a description, and even choose an emoji to personalize it create a note creates a new note and attaches it directly to the lead you choose, helping you keep all important information organized and easily accessible within that lead’s profile create a reminder creates a new reminder that’s linked to a specific lead, helping you keep track of important follow ups or tasks related to that lead create a tag creates a new tag by letting you specify its name and, if you like, choose a color for it as well create an attribute adds a new custom field or attribute to your leads, allowing you to store additional information specific to your needs delete many leads removes several leads at once by using filters like ids, tags, or lists you choose this helps you quickly clean up your lead database according to your selected criteria delete a lead permanently removes a specific lead from your records by using its unique id, ensuring that the selected lead is completely deleted from your database delete a list permanently removes a specific list from your account using its unique id, ensuring the list is completely deleted and cannot be recovered delete a note permanently removes a specific note from your account using its unique id, ensuring the note is completely deleted and cannot be recovered delete a reminder permanently removes a specific reminder from your account by using its unique id delete a tag permanently removes a specific tag from your account by using its unique id delete an attribute permanently removes a specific custom lead attribute from your system by using its unique id disconnect a lead from a company this module allows you to remove the connection between a specific person (lead) and a company lead record, effectively unlinking the individual from the company in your system duplicate a list creates a duplicate of a specific list by using its unique id, allowing you to quickly replicate the contents and settings of the original list get a lead by id fetches all available details for a specific lead by using its unique id get a note fetches and displays all the information about a specific note by using its unique id, so you can view the complete details of that note get a tag fetches detailed information about a specific tag by using its unique id list attributes fetches and displays a complete list of all the custom lead attributes you’ve set up in breakcold, helping you easily manage and view your personalized lead data list leads fetches a list of leads from your account, allowing you to apply filters, sort the results, and set pagination options to display exactly the leads you need list lists fetches a detailed list of all the available lists in your account, allowing you to see and manage every list you have access to list notes retrieves a list of notes from your account, with the option to narrow down the results by specifying a particular lead id or thread id this lets you easily find notes related to specific leads or conversations list tags fetches and displays a complete list of all tags currently available in your account, helping you easily view and manage your tags make an api call executes a custom api request to the service, allowing you to interact with any authorized endpoint and access features not covered by the standard modules move leads to a list this module helps you transfer leads from their existing lists to a new target list, using specific filters to decide which leads should be moved remove many leads from a list removes several leads from a chosen list by applying filters like lead ids, tags, status, and other criteria you specify search leads by identifier searches for one or more leads in your database using specific details like an email address or a social media profile url, helping you quickly locate the exact contacts you need update a lead updates specific fields of an existing lead record by using its unique id, allowing you to modify details such as contact information or status update a list this module lets you update an existing list by changing its name, description, emoji, and advanced ai schema settings update a note updates the content of a specific note by using its unique id, allowing you to make changes to an existing note update a reminder updates the details of an existing reminder, allowing you to change its content, date, status, and assigned users update a tag allows you to change the name and/or color of a tag that already exists, making it easy to keep your tags organized and up to date update an attribute updates the information of a specific custom lead attribute, allowing you to change its details as needed watch leads triggers whenever a brand new lead is added to your system, allowing you to automatically start workflows or take action as soon as a potential customer expresses interest watch notes triggers whenever a new note is either created by you or received from someone else, helping you stay updated on all incoming and outgoing notes watch tags this module activates whenever a new tag is created or when it detects incoming tags, allowing you to keep track of tag activity in real time templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} breakcold resources you can have access to more resources related to this app on the following links https //community make com/search?q=breakcold https //breakcold com https //startintegrate com/apps/crm sales/breakcold bv5dmg https //www make com/en/hq/app invitation/87a07fad00536964fce88a240ac3e0ad https //www make com/en/integrations/breakcold community