STEP 1
Connect Breakcold CRM and Redtail 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 Redtail CRM Integration
Connect Breakcold CRM and Redtail 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 Redtail CRM
Detailed info you need to know about Breakcold CRM and Redtail 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]
Redtail CRM
Client relationship management software for financial advisors. [6]
How to connect Breakcold CRM to Redtail CRM
Set up your Breakcold CRM and Redtail 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 Redtail 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 Redtail 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 Redtail CRM work in WEXTL?
WEXTL exposes actions and triggers for Breakcold CRM and Redtail 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 triggersRedtail 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 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.
Redtail CRM modules
- Add a Comment to a NoteAdds a comment to a note, optionally notifying a user or team.
- Add a Contact to a Tag GroupAdds a contact to a tag group.
- Add a Custom Field Value to a ContactSets a custom field value on a contact.
- Add a Keyword to a ContactAssigns a keyword to a contact.
- Add a Member to a FamilyAdds a contact to a family.
- Add an Attendee to a SeminarAdds a contact as an attendee of a seminar.
- Complete a Workflow StepCompletes a workflow step, with an outcome when the step requires one.
- Complete a Workflow TaskMarks a workflow task complete.
- Create a ContactCreates a new contact, optionally with contact details, keywords, advisor roles, and an allocation model.
- Create a Contact AccountAdds a financial account to a contact.
- Create a Contact AddressAdds an address to a contact.
- Create a Contact AssetAdds an asset to a contact's financial picture.
- Create a Contact EmailAdds an email address to a contact.
- Create a Contact EmploymentAdds an employment record to a contact.
- Create a Contact LiabilityAdds a liability to a contact's financial picture.
- Create a Contact NoteAdds a note to a contact, optionally notifying a user or team and creating a follow-up activity.
- Create a Contact PhoneAdds a phone number to a contact.
- Create a Contact Social Media AccountAdds a social media account to a contact.
- Create a Contact URLAdds a web address to a contact.
- Create a FamilyCreates a family with a head of household and optional members.
- Create a Family for a ContactCreates a family with the contact as head of household.
- Create an Account AssetAdds a holding to a financial account.
- Create an Account BeneficiaryAdds a beneficiary to a financial account.
- Create an ActivityCreates a calendar activity, optionally recurring, with linked contacts and attendees.
- Create an OpportunityCreates an opportunity linked to one or more contacts.
- Create a SeminarCreates a seminar, optionally with attendees.
- Create a Tag GroupCreates a tag group.
- Create a WorkflowStarts a workflow from a template, optionally for a contact.
- Create a Workflow TaskAdds a task to a workflow step.
- Delete a ContactDeletes a contact.
- Delete a Contact AccountDeletes a financial account from a contact.
- Delete a Contact AddressDeletes an address from a contact.
- Delete a Contact AssetDeletes an asset recorded for a contact.
- Delete a Contact Custom Field ValueDeletes a custom field value from a contact.
- Delete a Contact EmailDeletes an email address from a contact.
- Delete a Contact EmploymentDeletes an employment record from a contact.
- Delete a Contact LiabilityDeletes a liability recorded for a contact.
- Delete a Contact NoteDeletes a note from a contact.
- Delete a Contact PhoneDeletes a phone number from a contact.
- Delete a Contact Social Media AccountDeletes a social media account from a contact.
- Delete a Contact URLDeletes a web address from a contact.
- Delete a FamilyDeletes a family.
- Delete an Account AssetDeletes a holding from a financial account.
- Delete an Account BeneficiaryDeletes a beneficiary from a financial account.
- Delete an ActivityDeletes an activity.
- Delete an OpportunityDeletes an opportunity.
- Delete a SeminarDeletes a seminar.
- Delete a Tag GroupDeletes a tag group.
- Delete a WorkflowDeletes a workflow.
- Delete a Workflow TaskDeletes a workflow task.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Breakcold CRM and Redtail 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 Redtail CRM.
Connect your Breakcold CRM and Redtail 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 "Add a Comment to a Note" in Redtail CRM. Breakcold CRM has 3 triggers (including Watch Leads, Watch Notes, and Watch Tags); Redtail CRM has 141 actions (including Add a Comment to a Note, Add a Contact to a Tag Group, and Add a Custom Field Value to a Contact). 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-Redtail 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 Redtail 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 + Redtail 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 Redtail CRM integration.
- Breakcold CRM and Redtail CRM integration source code, module specs and credentials implementation.
- Our Breakcold CRM and Redtail CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Breakcold CRM and Redtail 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
- Redtail CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library