STEP 1
Connect Breakcold CRM and Wealthbox
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 Wealthbox Integration
Keep Breakcold CRM and Wealthbox in sync by integrating their events and actions. When crm events happen in Breakcold CRM, update the Wealthbox automatically - without any line of code in visual workflow builder.
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Learn about Breakcold CRM and Wealthbox
Detailed info you need to know about Breakcold CRM and Wealthbox 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]
How to connect Breakcold CRM to Wealthbox
Set up your Breakcold CRM and Wealthbox integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Breakcold CRM and Wealthbox 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 Wealthbox. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Breakcold CRM and Wealthbox work in WEXTL?
WEXTL exposes actions and triggers for Breakcold CRM and Wealthbox 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 triggersWealthbox 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.
Wealthbox modules
- Complete Workflow StepComplete a workflow step.
- Create a ContactCreates a new contact.
- Create an EventCreate a new event.
- Create an OpportunityCreate a new opportunity.
- Create a NoteCreate a new note.
- Create a ProjectCreate a new project.
- Create a TaskCreate a new task and assign it to a user or team.
- Create a WorkflowCreate a new workflow.
- Delete a ContactDelete a specific contact using its unique identifier.
- Delete an EventDelete an existing event from your account (workspace).
- Delete an OpportunityDelete an existing opportunity from your account (workspace).
- Delete a ProjectDelete an existing project from your account (workspace).
- Delete a TaskDelete an existing task from your account (workspace).
- Delete a WorkflowDelete an existing workflow from your account (workspace).
- Get a ContactRetrieve a specific contact using its unique identifier.
- Get an EventRetrieve a specific event using its unique identifier.
- Get an OpportunityRetrieve a specific opportunity using its unique identifier.
- Get a NoteRetrieve a specific note using its unique identifier.
- Get a ProjectRetrieve a specific project using its unique identifier.
- Get a TaskRetrieve a specific task using its unique identifier.
- Get a WorkflowRetrieve a specific workflow using its unique identifier.
- Get a Workflow TemplateRetrieve a specific workflow template using its unique identifier.
- List CommentsRetrieve all of the comments that are accessible by the user for the specified resource.
- List Contact RolesList all contact roles.
- List ContactsRetrieve a paginated list of contacts.
- List Custom FieldsList all custom fields.
- List EventsRetrieve a paginated list of all of the events that are accessible by the user.
- List NotesRetrieve a paginated list of all of the notes that are accessible by the user.
- List OpportunitiesRetrieve a paginated list of all of the opportunities that are accessible by the user.
- List ProjectsRetrieve a paginated list of all of the projects that are accessible by the user.
- List TagsList all tags.
- List TasksRetrieve a paginated list of all of the tasks that are accessible by the user.
- List TeamsReturn all of the teams associated with the account.
- List User GroupsList all user groups.
- List UsersRetrieve all of the active users for the current account.
- List WorkflowsRetrieve a paginated list of all of the workflows that are accessible by the user.
- List Workflow TemplatesRetrieve a paginated list of all of the workflow templates that are accessible by the user.
- Make an API CallPerform an arbitrary authorized API request to Wealthbox API.
- Revert Workflow StepRevert a workflow step.
- Update a ContactUpdate a specific contact using its unique identifier.
- Update an EventUpdate an existing event.
- Update an OpportunityUpdate an existing opportunity with new properties.
- Update a NoteUpdate an existing note with new properties.
- Update a ProjectUpdate an existing project with new properties.
- Update a TaskUpdate an existing task and assign it to a user or team.
- Watch CommentsTriggers when there are new comments.
- Watch ContactsTriggers when there are new contact records.
- Watch EventsTriggers when there are new wealthbox events.
- Watch NotesTriggers when there are new notes.
- Watch OpportunitiesTriggers when there are new wealthbox opportunities.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Breakcold CRM and Wealthbox 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 Wealthbox.
Connect your Breakcold CRM and Wealthbox 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 "Complete Workflow Step" in Wealthbox. Breakcold CRM has 3 triggers (including Watch Leads, Watch Notes, and Watch Tags); Wealthbox has 45 actions (including Complete Workflow Step, Create a Contact, and Create an Event). 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-Wealthbox 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 Wealthbox) 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 + Wealthbox 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 Wealthbox integration.
- Breakcold CRM and Wealthbox integration source code, module specs and credentials implementation.
- Our Breakcold CRM and Wealthbox integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Breakcold CRM and Wealthbox — 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
- Wealthbox integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library