STEP 1
Connect Breakcold CRM and Planning Center
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 Planning Center Integration
Build crm workflows between Breakcold CRM and Planning Center on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Breakcold CRM and Planning Center
Detailed info you need to know about Breakcold CRM and Planning Center 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]
Planning Center
Church management software for people, services, giving, groups, and check-ins. [6]
How to connect Breakcold CRM to Planning Center
Set up your Breakcold CRM and Planning Center integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Breakcold CRM and Planning Center 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 Planning Center. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Breakcold CRM and Planning Center work in WEXTL?
WEXTL exposes actions and triggers for Breakcold CRM and Planning Center 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 triggersPlanning Center 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 an AttributeCreates a new custom attribute (e.g., field) for leads.
- 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.
- Delete a LeadPermanently deletes a single lead record using its unique ID.
- Delete a ListPermanently deletes a list using its unique ID.
- Delete an AttributePermanently deletes a custom lead attribute 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 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 an AttributeModifies details of an existing custom lead attribute.
- 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.
- 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.
Planning Center modules
- Accept a ScheduleAccepts a scheduling request for a person.
- Add a Custom Field Value to a PersonSets a custom field value on a person.
- Add a Member to a GroupAdds a person to a group.
- Add an Address to a PersonAdds a mailing address to a person.
- Add an Email to a PersonAdds an email address to a person.
- Add an Item to a PlanAdds an item such as a song or header to a service plan.
- Add a Note to a PlanAdds a note to a service plan.
- Add a Note to a Workflow CardAdds a note to a workflow card.
- Add a Person to a HouseholdAdds a person to a household.
- Add a Person to a WorkflowAdds a person to a follow-up workflow.
- Add a Phone Number to a PersonAdds a phone number to a person.
- Add a Team Member to a PlanSchedules a person on a service plan team.
- Add a Time to a PlanAdds a service or rehearsal time to a plan.
- Approve a Group ApplicationApproves a request to join a group.
- Commit a BatchCommits a donation batch so its donations are recorded.
- Create a BatchCreates a new donation batch.
- Create a BlockoutCreates a blockout date for a person.
- Create a DonationCreates a donation in a batch.
- Create a HouseholdCreates a new household.
- Create an EpisodeCreates a new sermon episode.
- Create a NoteCreates a note on a person.
- Create a PersonCreates a new person profile.
- Create a PlanCreates a new service plan.
- Create a PledgeCreates a pledge for a donor.
- Create a SongCreates a new song in your song library.
- Decline a ScheduleDeclines a scheduling request for a person.
- Delete a BatchDeletes an uncommitted donation batch.
- Delete a Custom Field ValueDeletes a custom field value from a person.
- Delete a DonationDeletes a donation from an uncommitted batch.
- Delete an AddressDeletes a mailing address from a person.
- Delete an EmailDeletes an email address from a person.
- Delete a NoteDeletes a note from a person.
- Delete a PersonDeletes a person profile.
- Delete a Phone NumberDeletes a phone number from a person.
- Delete a PlanDeletes a service plan.
- Delete a Plan ItemDeletes an item from a service plan.
- Delete a Workflow CardDeletes a workflow card.
- Get a BatchReturns a single donation batch.
- Get a Calendar EventReturns a single calendar event.
- Get a Check-InReturns a single check-in.
- Get a Check-In EventReturns a single check-in event.
- Get a DonationReturns a single donation.
- Get a FormReturns a single form.
- Get a Form SubmissionReturns a single form submission.
- Get a FundReturns a single giving fund.
- Get a GroupReturns a single group.
- Get a Group EventReturns a single group event.
- Get a ListReturns a single saved people list.
- Get an AttendeeReturns a single signup attendee.
- Get an EpisodeReturns a single sermon episode.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Breakcold CRM and Planning Center 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 Planning Center.
Connect your Breakcold CRM and Planning Center 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 "Accept a Schedule" in Planning Center. Breakcold CRM has 3 triggers (including Watch Leads, Watch Notes, and Watch Tags); Planning Center has 148 actions (including Accept a Schedule, Add a Custom Field Value to a Person, and Add a Member to a Group). 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-Planning Center 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 Planning Center) 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 + Planning Center 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 Planning Center integration.
- Breakcold CRM and Planning Center integration source code, module specs and credentials implementation.
- Our Breakcold CRM and Planning Center integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Breakcold CRM and Planning Center — 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
- Planning Center integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library