STEP 1
Connect Breakcold CRM and Perfex CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Breakcold CRM and Perfex CRM Integration
Connect Breakcold CRM and Perfex CRM to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Breakcold CRM and Perfex CRM
Detailed info you need to know about Breakcold CRM and Perfex CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Breakcold CRM
Lightweight CRM for sales teams to manage leads, pipelines, and customer relationships. [5]
Perfex CRM
Open-source CRM for managing clients, projects, invoices, and support. [6]
How to connect Breakcold CRM to Perfex CRM
Set up your Breakcold CRM and Perfex CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Breakcold CRM and Perfex CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Breakcold CRM and Perfex CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Breakcold CRM and Perfex CRM work in WEXTL?
WEXTL exposes actions and triggers for Breakcold CRM and Perfex CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Breakcold CRM triggersPerfex CRM actions
Breakcold CRM modules
- Add Leads to a ListAdds multiple leads to a specific list based on filtering criteria such as IDs, tags, or status.
- Connect a Lead to a CompanyConnects an existing lead record (person) to an existing company lead record.
- Create a LeadCreates a lead with specified attributes. To update attributes for a lead, include an attributes object in the request body. Each key in the attributes object represents an attribute ID, and its corresponding value is the new value for that attribute. Providing an incorrect value for an attribute will result in an error response.
- Create a ListCreates a new list with a specified name, description, and optional emoji.
- Create a NoteCreates a new note and links it to a specified lead.
- Create a ReminderCreates a new reminder associated with a lead.
- Create a TagCreates a new tag with a specified name and optional color.
- Create an AttributeCreates a new custom attribute (e.g., field) for leads.
- Delete a LeadPermanently deletes a single lead record using its unique ID.
- Delete a ListPermanently deletes a list using its unique ID.
- Delete a NotePermanently deletes a note using its unique ID.
- Delete a ReminderPermanently deletes a reminder using its unique ID.
- Delete a TagPermanently deletes a single tag using its unique ID.
- Delete an AttributePermanently deletes a custom lead attribute using its unique ID.
- Delete Many LeadsDeletes multiple leads based on specified filters such as IDs, tags, or lists.
- Disconnect a Lead from a CompanyDisconnects an existing lead record (person) from a company lead record.
- Duplicate a ListCreates a copy of an existing list using its ID.
- Get a Lead by IDRetrieves a single lead's full data using its unique ID.
- Get a NoteRetrieves the details of a single note using its unique ID.
- Get a TagRetrieves a single tag's details using its unique ID.
- List AttributesRetrieves a list of all custom lead attributes defined in Breakcold.
- List LeadsRetrieves a list of leads based on specified filtering, sorting, and pagination options.
- List ListsRetrieves an array of all lists available in the account.
- List NotesRetrieves a list of notes, optionally filtered by lead ID or thread ID.
- List TagsRetrieves a list of all tags available in the account.
- Make an API CallPerforms an arbitrary authorized API call.
- Move Leads to a ListMoves leads from their current lists to a new target list based on filtering criteria.
- Remove Many Leads from a ListRemoves multiple leads from a specific list based on filtering criteria such as IDs, tags, status, etc.
- Search Leads by IdentifierFinds one or more leads matching specific identifiers such as email or social URL.
- Update a LeadUpdates fields for an existing lead record using its ID.
- Update a ListUpdates the name, description, emoji, and complex AI schema settings of an existing list.
- Update a NoteModifies the content of an existing note using its ID.
- Update a ReminderModifies the details (content, date, status, users) of an existing reminder.
- Update a TagUpdates the name and/or color of an existing tag.
- Update an AttributeModifies details of an existing custom lead attribute.
- Watch LeadsTriggers when a new lead is created.
- Watch NotesTriggers when a new note is created or received.
- Watch TagsTriggers when a new tag is created or incoming tags are monitored.
Perfex CRM modules
- Create a ContactCreates a new contact in the service.
- Create a CustomerCreates a new customer in the system.
- Create a LeadCreates a new lead in the system.
- Create a ProjectCreates a new project in the system.
- Create a TaskCreates a new task in the system.
- Create an InvoiceCreates an invoice in the system.
- Delete a ContactDeletes a contact from the address book or contact list.
- Delete a CustomerDeletes a customer from the database.
- Delete a LeadDeletes a lead from the system.
- Delete a ProjectDeletes a project from the service.
- Delete a TaskDeletes a specified task from the service.
- Delete an InvoiceDeletes a specified invoice from the system.
- Get a CustomerRetrieves a customer's information.
- Get a LeadRetrieves a lead's information.
- Get a ProjectRetrieves a project's information.
- Get a TaskRetrieves a task's information.
- Get an InvoiceRetrieves an invoice's information.
- List ContactsRetrieves all contacts.
- List Customer ContactsRetrieves customer contacts.
- List CustomersRetrieves all customers.
- List InvoicesRetrieves all invoices.
- List LeadsRetrieves all leads.
- List ProjectsRetrieves all projects.
- List TasksRetrieves all tasks.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ContactUpdates a contact with new information.
- Update a CustomerUpdates a customer record in the database.
- Update a LeadUpdates the information for a specific lead.
- Update a ProjectUpdates a project in the system.
- Update a TaskUpdates a task in the service with new details or modifications.
- Update an InvoiceUpdates an invoice with new information or changes to existing data.
- Watch ContactsTriggers when a new contact is created.
- Watch CustomersTriggers when a new customer is created.
- Watch InvoicesTriggers when a new invoice is created.
- Watch LeadsTriggers when a new lead is created.
- Watch ProjectsTriggers when a new project is created.
- Watch TasksTriggers when a new task is created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Breakcold CRM and Perfex CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Breakcold CRM and Perfex CRM.
Connect your Breakcold CRM and Perfex CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Breakcold CRM's "Watch Leads" fires, WEXTL can "Create a Contact" in Perfex CRM. Breakcold CRM has 3 triggers (including Watch Leads, Watch Notes, and Watch Tags); Perfex CRM has 31 actions (including Create a Contact, Create a Customer, and Create a Lead). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Breakcold CRM-to-Perfex CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Breakcold CRM (or Perfex CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Breakcold CRM + Perfex CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Breakcold CRM and Perfex CRM integration.
- Breakcold CRM and Perfex CRM integration source code, module specs and credentials implementation.
- Our Breakcold CRM and Perfex CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Breakcold CRM and Perfex CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Breakcold CRM integration information
- Perfex CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library