Breakcold CRM and Shape Integration

Breakcold CRM modules

• Add Leads to a List Adds multiple leads to a specific list based on filtering criteria such as IDs, tags, or status.
• Connect a Lead to a Company Connects an existing lead record (person) to an existing company lead record.
• Create a Lead Creates 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 List Creates a new list with a specified name, description, and optional emoji.
• Create a Note Creates a new note and links it to a specified lead.
• Create a Reminder Creates a new reminder associated with a lead.
• Create a Tag Creates a new tag with a specified name and optional color.
• Create an Attribute Creates a new custom attribute (e.g., field) for leads.
• Delete a Lead Permanently deletes a single lead record using its unique ID.
• Delete a List Permanently deletes a list using its unique ID.
• Delete a Note Permanently deletes a note using its unique ID.
• Delete a Reminder Permanently deletes a reminder using its unique ID.
• Delete a Tag Permanently deletes a single tag using its unique ID.
• Delete an Attribute Permanently deletes a custom lead attribute using its unique ID.
• Delete Many Leads Deletes multiple leads based on specified filters such as IDs, tags, or lists.
• Disconnect a Lead from a Company Disconnects an existing lead record (person) from a company lead record.
• Duplicate a List Creates a copy of an existing list using its ID.
• Get a Lead by ID Retrieves a single lead's full data using its unique ID.
• Get a Note Retrieves the details of a single note using its unique ID.
• Get a Tag Retrieves a single tag's details using its unique ID.
• List Attributes Retrieves a list of all custom lead attributes defined in Breakcold.
• List Leads Retrieves a list of leads based on specified filtering, sorting, and pagination options.
• List Lists Retrieves an array of all lists available in the account.
• List Notes Retrieves a list of notes, optionally filtered by lead ID or thread ID.
• List Tags Retrieves a list of all tags available in the account.
• Make an API Call Performs an arbitrary authorized API call.
• Move Leads to a List Moves leads from their current lists to a new target list based on filtering criteria.
• Remove Many Leads from a List Removes multiple leads from a specific list based on filtering criteria such as IDs, tags, status, etc.
• Search Leads by Identifier Finds one or more leads matching specific identifiers such as email or social URL.
• Update a Lead Updates fields for an existing lead record using its ID.
• Update a List Updates the name, description, emoji, and complex AI schema settings of an existing list.
• Update a Note Modifies the content of an existing note using its ID.
• Update a Reminder Modifies the details (content, date, status, users) of an existing reminder.
• Update a Tag Updates the name and/or color of an existing tag.
• Update an Attribute Modifies details of an existing custom lead attribute.
• Watch Leads Triggers when a new lead is created.
• Watch Notes Triggers when a new note is created or received.
• Watch Tags Triggers when a new tag is created or incoming tags are monitored.