# Events Source: https://developer.breakcold.com/events Knowing these events will allow you to create powerful integrations with our system that can help you automate your workflows and improve your productivity. This event is triggered when a new lead is created in the system. This event is triggered when an existing lead is updated. This event is triggered when a lead is deleted from the system. This event is triggered when the status of a lead is updated. This event is triggered when a lead is added or removed from a list. This event is triggered when the tags of a lead are updated. This event is triggered when a lead is tracked. This event is triggered when a new list is created. This event is triggered when an existing list is updated. This event is triggered when a list is deleted. This event is triggered when a new status is created. This event is triggered when an existing status is updated. This event is triggered when a status is deleted. This event is triggered when a new tag is created. This event is triggered when an existing tag is updated. This event is triggered when a tag is deleted. # Breakcold Pricing & Plans Source: https://developer.breakcold.com/help/account-billing/breakcold-pricing-plans Breakcold Pricing Plans (as of May 2025) Breakcold provides flexible CRM and social selling plans for businesses of all sizes 1. ### Breakcold Pricing Plans (as of May 2025) Breakcold provides flexible CRM and social selling plans for businesses of all sizes ### 1. CRM Essentials * **Price:** \$29.99 per user/month * **Ideal for:** Small teams or startups initiating social media management and CRM integration. * **Key Features:** Unified Email Inbox, CRM Analytics (Last 30 days), Manage from 7+ platforms, Reminders & Notes, Engagement Feed, Unlimited contacts & pipelines, API & Zapier integrations * **Trial:** 14-day free trial available ### 2. CRM Pro (Most Popular) * **Price:** \$59.99 per user/month * **Ideal for:** Growing teams seeking advanced CRM workflows and enhanced social selling capabilities. * **Includes all Essentials features, plus:** Unified LinkedIn Inbox, CRM Analytics (Unlimited History), Lead Source Tracking, Auto Lead Scoring, 1-click Import & LinkedIn Follow-up, Email Campaigns, Keyword Search for Social Posts * **Trial:** 14-day free trial available ### 3. CRM Max * **Price:** \$79.99 per user/month * **Ideal for:** Enterprise-level solutions requiring maximum flexibility and advanced features. * **Includes all Pro features, plus:** Unified Telegram Inbox, Auto-sync of Telegram Activities, 1-click Telegram Follow-up, Advanced Analytics Blocks, Reporting (Coming Soon), WhatsApp Inbox (Coming Soon), Advanced Workflows (Coming Soon) * **Trial:** 14-day free trial available *** ### Billing Options & Discounts * **Monthly Billing:** Standard rates * **Quarterly Billing:** Save 20% * **Annual Billing:** Save 30% Breakcold provides flexible CRM and social selling plans for businesses of all sizes. Learn more at [breakcold.com](https://breakcold.com) *** ### Pricing Calculator For a tailored estimate based on your specific needs, use the Breakcold Pricing Calculator. # Can I log in using both email/password and Google, or switch between them? Source: https://developer.breakcold.com/help/account-billing/can-i-log-in-using-both-emailpassword-and-google-or-switch-between-them Currently, Breakcold does not support traditional email/password login. Currently, Breakcold does not support traditional email/password login. We use magic link authentication for enhanced security, so there’s no option to set a password. You can log in using your Google account or via magic links sent to your email. If you want to update your login email, you can do so in Settings > Security, but the login method will remain magic link only. # Can I reactivate my account? Source: https://developer.breakcold.com/help/account-billing/can-i-reactivate-my-account Yes, you can resubscribe anytime by initiating a new plan in your Breakcold account. Yes, you can resubscribe anytime by initiating a new plan in your Breakcold account. # Can I reconnect my accounts after resolving the payment? Source: https://developer.breakcold.com/help/account-billing/can-i-reconnect-my-accounts-after-resolving-the-payment Yes, once payment is completed, your account services should be restored. Yes, once payment is completed, your account services should be restored. If not, contact support to trigger a manual refresh or reconnection. # Can VAT numbers be added to past invoices? Source: https://developer.breakcold.com/help/account-billing/can-vat-numbers-be-added-to-past-invoices No. Once an invoice is issued, it’s locked and can’t be changed. **No.** Once an invoice is issued, it’s locked and can’t be changed. This is to follow tax laws and keep records accurate. **Why not?** * **Invoices are finalized:** After they’re created, invoices are locked to prevent changes. * **No manual edits allowed:** Even if you added your VAT number before buying, but after the invoice was made, it still can't be added. # Do you plan to improve your API doc? Source: https://developer.breakcold.com/help/account-billing/do-you-plan-to-improve-your-api-doc The API doc is constantly being improved. The API doc is constantly being improved. However, as the Breakcold team is shipping many features every month, there might be a delay between the new actions that you can do and what's in the API doc. If something isn't clear, you can ask us in the live-chat. # Does Removing My Email Automatically Cancel My Subscription? Source: https://developer.breakcold.com/help/account-billing/does-removing-my-email-automatically-cancel-my-subscription No. Removing your email ensures you no longer receive notifications, but it does not terminate an active subscription. No. Removing your email ensures you no longer receive notifications, but it does not terminate an active subscription. To stop payment charges entirely, cancel the subscription directly through the app. # How can I delete my account? Source: https://developer.breakcold.com/help/account-billing/how-can-i-delete-my-account Go to Settings My Profile. Scroll down to the bottom of the page. Go to Settings > My Profile. Scroll down to the bottom of the page. Click on “Delete Account”. Confirm the action when prompted. How can I delete my account? screenshot 1

How can I delete my account? screenshot 1

⚠️ **Note:** Deleting your account is **permanent** and **cannot be undone**. All your data will be permanently removed. Please make sure to **unsubscribe from any active subscriptions** before deleting your account. # How Can I Extend My Trial? Source: https://developer.breakcold.com/help/account-billing/how-can-i-extend-my-trial Note on Free Trial Extensions : At Breakcold, we want you to have the best experience possible. **Note on Free Trial Extensions :** At Breakcold, we want you to have the best experience possible. While we don’t officially offer trial extensions, we’re happy to review requests on a case-by-case basis. If you feel you need more time to explore the platform, just reach out to our support team and we’re here to help! ### Why Don’t We Offer Trial Extensions? Our free trial is designed to give you a complete preview of Breakcold. We don’t offer extensions to keep things fair for our paying users. We offer flexible and affordable plans to fit different needs and budgets. ### How to Make the Most of Your Trial Explore all features during your trial to see how Breakcold can support your workflow. If you need help, our support team is always here for you. # How can I update my seat number? Source: https://developer.breakcold.com/help/account-billing/how-can-i-update-my-seat-number There are two ways to update your seat number: 1. There are two ways to update your seat number: 1. Go to **Settings > Billing > Plan** 2. Or directly in the **Billing** section You can adjust the number of seats from either place. How can I update my seat number? screenshot 1

How can I update my seat number? screenshot 1

# How Do I Unsubscribe or Cancel My Subscription? Source: https://developer.breakcold.com/help/account-billing/how-do-i-unsubscribe-or-cancel-my-subscription ⚠️ Important Refund Policy: Breakcold does not offer prorated refunds. ### ⚠️ Important **Refund Policy:** Breakcold does not offer prorated refunds. Since cancellations can be done directly from the user interface, no refund will be issued for unused time in your billing cycle. You may request a refund for a monthly plan **only on the first day** of your subscription if it was a mistake. No refunds are issued for renewals if you forgot to unsubscribe. Refunds on annual plan**s are not available after 30 days**. For full details, please refer to our [Terms and Conditions](https://www.breakcold.com/terms-and-conditions). **Access After Cancellation:** You'll retain access to your account until the end of your current billing period. ## Steps to unsubscribe: 1. Log in to your Breakcold account. 2. Go to [Settings](https://app.breakcold.com/accounts?page=0) in the top right corner. 3. Click on the [Plan](https://app.breakcold.com/settings/organization/plan?page=0) section. 4. Scroll down to the bottom. 5. Click on **Cancel Subscription**. 6. Follow the prompts to confirm your cancellation. Once canceled, you will still have access to your account until the end of your current billing cycle. # How to Add VAT or Billing Info Source: https://developer.breakcold.com/help/account-billing/how-to-add-vat-or-billing-info ⚠️ Important: These changes will only apply to future invoices . ⚠️ **Important:** These changes will only apply to **future invoices**. We **cannot modify or reissue past invoices** with updated details once they’ve been generated. ## How to add VAT or update invoice details If you need your invoices to include your company name, VAT number, or any other billing information: 1. Go to **Settings > Billing** 2. Click **Edit billing information** 3. Fill in or update your **company name**, **VAT number**, or any other details 4. Click **Save** # How to Update Your Payment Method Source: https://developer.breakcold.com/help/account-billing/how-to-update-your-payment-method ⚠️ Important: Any changes made to your payment method or billing information will only apply to future invoices . ⚠️ **Important:** Any changes made to your payment method or billing information will only apply to **future invoices**. We cannot modify or reissue past invoices with updated details. ## Step 1: Go to Billing Settings 1. Log in to your Breakcold account. 2. Click on your **Profile icon** in the top-right corner of the dashboard. Select [ How to Update Your Payment Method screenshot 1

How to Update Your Payment Method screenshot 1

](https://app.breakcold.com/accounts?page=0) "[Settings](https://app.breakcold.com/accounts?page=0)" from the lower left side panel. 3. In the [Settings](https://app.breakcold.com/accounts?page=0) menu, navigate to the [Billing](https://app.breakcold.com/settings/organization/billing?page=0) [](https://app.breakcold.com/settings/organization/billing?page=0)tab. How to Update Your Payment Method screenshot 2

How to Update Your Payment Method screenshot 2

## Step 2: Edit Your Payment Information 1. Under the **Billing** tab, you’ll see a section for **Payment Method**. 2. Click on **"Edit Payment Method"** to update your credit card or payment details. ## Step 3: Enter New Payment Details 1. Add your new payment method (credit card or debit card details). 2. Make sure the billing address and payment details are correct. 3. Click **Save** to update your payment method. ## Step 4: Confirmation Once updated, you will receive a confirmation that your payment method has been successfully updated. You can view your updated payment details under the **Billing** section. # Account & Billing Source: https://developer.breakcold.com/help/account-billing/index Manage plans, billing, invoices, cancellation, and account access. Manage plans, billing, invoices, cancellation, and account access. Breakcold Pricing Plans (as of May 2025) Breakcold provides flexible CRM and social selling plans for businesses of all sizes 1. Currently, Breakcold does not support traditional email/password login. Yes, you can resubscribe anytime by initiating a new plan in your Breakcold account. Yes, once payment is completed, your account services should be restored. No. Once an invoice is issued, it’s locked and can’t be changed. The API doc is constantly being improved. No. Removing your email ensures you no longer receive notifications, but it does not terminate an active subscription. Go to Settings My Profile. Scroll down to the bottom of the page. Note on Free Trial Extensions : At Breakcold, we want you to have the best experience possible. There are two ways to update your seat number: 1. ⚠️ Important Refund Policy: Breakcold does not offer prorated refunds. ⚠️ Important: These changes will only apply to future invoices . ⚠️ Important: Any changes made to your payment method or billing information will only apply to future invoices . If your subscription was canceled, you can simply resubscribe. If you upgrade, downgrade, or switch plans during a billing cycle, Breakcold will automatically apply a prorated charge or credit based on the remaining time in your current bil... No worries! If you don’t have an existing BetterContact account, subscribing to the bundle plan will automatically trigger the setup process for you. Start by checking your transaction history and invoice details. 💡 Note : Only admins or billing owners can access and edit billing settings. When Will I Be Charged? Your payment for Breakcold starts the moment you activate your subscription. You can change your plan by going to Settings . ⚠️ Important: Only account owners or users with billing permissions can view and download invoices. You can find your current plan details and usage limits by going to Settings Billing , then scrolling down to the Usage section. You received a payment reminder because either there is an outstanding due bill or your subscription was not canceled. If the cancellation option is not visible in the Plan section: Double-check the email address you used to log in. Yes. All details linked to your name and email will be removed from our system after cancellation, in line with our data privacy policies. # It says my subscription is cancelled. What should I do? Source: https://developer.breakcold.com/help/account-billing/it-says-my-subscription-is-cancelled-what-should-i-do If your subscription was canceled, you can simply resubscribe. If your subscription was canceled, you can simply resubscribe. However, if you believe your account is still active and shouldn’t have been canceled, please double-check the email address you're using, your active subscription might be linked to a different email. Feel free to contact our support team if you need further assistance. # What Happens if I Change My Plan? Source: https://developer.breakcold.com/help/account-billing/what-happens-if-i-change-my-plan If you upgrade, downgrade, or switch plans during a billing cycle, Breakcold will automatically apply a prorated charge or credit based on the remaining time in your current bil... If you upgrade, downgrade, or switch plans during a billing cycle, Breakcold will automatically apply a **prorated charge or credit** based on the remaining time in your current billing period. # What if I don’t have an existing BetterContact account and I subscribe to the bundle plan with Breakcold? Source: https://developer.breakcold.com/help/account-billing/what-if-i-dont-have-an-existing-bettercontact-account-and-i-subscribe-to-the-bundle-plan-with-breakcold No worries! If you don’t have an existing BetterContact account, subscribing to the bundle plan will automatically trigger the setup process for you. No worries! If you don’t have an existing BetterContact account, subscribing to the bundle plan will automatically trigger the setup process for you. 1. As soon as you subscribe, we’ll send your information to the BetterContact team. 2. They’ll create an account for you and send an email with your login details and setup instructions. # What should I do if I see unexpected billing issues or disconnections? Source: https://developer.breakcold.com/help/account-billing/what-should-i-do-if-i-see-unexpected-billing-issues-or-disconnections Start by checking your transaction history and invoice details. Start by checking your transaction history and invoice details. If everything looks unclear or incorrect, reach out to our support team at **[support@breakcold.com](mailto:support@breakcold.com)** for assistance. # What You Can Do in the Billing Section Source: https://developer.breakcold.com/help/account-billing/what-you-can-do-in-the-billing-section 💡 Note : Only admins or billing owners can access and edit billing settings. 💡**Note**: Only **admins or billing owners** can access and edit billing settings. For more info, check out [Roles and Permission here](https://intercom.help/breakcold/en/articles/9826625-roles-permissions-how-it-works) ## 1. Subscription Overview View your current plan, including: 1. Plan type (e.g., Essential, Pro, Max) 2. Pricing and billing frequency 3. Next renewal date What You Can Do in the Billing Section screenshot 1

What You Can Do in the Billing Section screenshot 1

*** ## 2. Usage & Seat Management 1. Track how many seats are in use and available 2. Add or remove team members 3. Monitor feature or contact usage limits What You Can Do in the Billing Section screenshot 2

What You Can Do in the Billing Section screenshot 2

## 3. Payment Methods 1. Update your credit/debit card or payment method 2. Modify billing contact info and company details 3. Change invoice recipient email *** ## 4. Invoice History * View your billing history * Download past invoices as PDFs * Review charge details for each billing cycle What You Can Do in the Billing Section screenshot 3

What You Can Do in the Billing Section screenshot 3

# When Will I Be Charged? Source: https://developer.breakcold.com/help/account-billing/when-will-i-be-charged When Will I Be Charged? Your payment for Breakcold starts the moment you activate your subscription. ## When Will I Be Charged? Your payment for Breakcold starts the moment you activate your subscription. ### Billing Start Date You’ll be charged **on the day you subscribe**, and that same date will be used for **recurring billing** either monthly, quarterly or annually depending on your plan. ⚠️ **Important:** If you subscribe on the 7th, you’ll be billed on the 7th of each month (or the same date annually if on a yearly plan). ### Invoices and Receipts After each successful payment, you’ll receive a confirmation email with your **invoice and payment details**. You can also view your full billing history anytime in your Breakcold account under **Settings > Billing**. # Where can I change my plan? Source: https://developer.breakcold.com/help/account-billing/where-can-i-change-my-plan You can change your plan by going to Settings . You can change your plan by going to **Settings**. There are two ways to update your plan: 1. Go to **Settings > Billing > Plan** 2. Or directly in the **Billing** section Where can I change my plan? screenshot 1

Where can I change my plan? screenshot 1

# Where Can I Find My Invoices? Source: https://developer.breakcold.com/help/account-billing/where-can-i-find-my-invoices ⚠️ Important: Only account owners or users with billing permissions can view and download invoices. ⚠️ Important: Only account owners or users with billing permissions can view and download invoices. ## Where Can I Find My Invoices? You can easily access all your past invoices and receipts directly from your Breakcold account. Go to [Settings](https://app.breakcold.com/accounts?page=0)

Where Can I Find My Invoices? screenshot 1

Click on the [Billing tab](https://app.breakcold.com/settings/organization/billing?page=0) Where Can I Find My Invoices? screenshot 2

3. Scroll down History section to view and download your invoices and receipts Where Can I Find My Invoices? screenshot 3

# Where can I see and manage my usage and plan limits? Source: https://developer.breakcold.com/help/account-billing/where-can-i-see-and-manage-my-usage-and-plan-limits You can find your current plan details and usage limits by going to Settings Billing , then scrolling down to the Usage section. You can find your current plan details and usage limits by going to **Settings > Billing**, then scrolling down to the **Usage** section. Where can I see and manage my usage and plan limits? screenshot 1

Where can I see and manage my usage and plan limits? screenshot 1

# Why Did I Receive a Payment Reminder After Losing Interest in the Service? Source: https://developer.breakcold.com/help/account-billing/why-did-i-receive-a-payment-reminder-after-losing-interest-in-the-service You received a payment reminder because either there is an outstanding due bill or your subscription was not canceled. You received a payment reminder because either there is an outstanding due bill or your subscription was not canceled. Please note that, like any subscription-based platform, we do not void bills. To stop any charges and future payment notifications, please ensure you cancel the subscription in the app before the renewal date or settle any outstanding bills. Outstanding bills must be settled before cancellation can be processed. # Why is the Cancellation Option Missing? Source: https://developer.breakcold.com/help/account-billing/why-is-the-cancellation-option-missing If the cancellation option is not visible in the Plan section: Double-check the email address you used to log in. If the cancellation option is not visible in the Plan section: * **Double-check the email address you used to log in.** It must match the one under which the subscription was created. * **Ensure you have full permissions for account and plan management.** If permissions appear limited, reach out to Breakcold support for assistance. * **Confirm there are no pending or due bills on your account.** Any outstanding payments must be settled before the cancellation option becomes available. # Will my data be deleted after cancellation? Source: https://developer.breakcold.com/help/account-billing/will-my-data-be-deleted-after-cancellation Yes. All details linked to your name and email will be removed from our system after cancellation, in line with our data privacy policies. Yes. All details linked to your name and email will be removed from our system after cancellation, in line with our data privacy policies. You can also delete your data anytime after canceling your subscription by going to your [Profile Settings.](https://app.breakcold.com/settings/account) Will my data be deleted after cancellation? screenshot 1

Will my data be deleted after cancellation? screenshot 1

# How Do I Get Started with CRM Analytics in Breakcold? Source: https://developer.breakcold.com/help/analytics/how-do-i-get-started-with-crm-analytics-in-breakcold Feature Preview Breakcold CRM Analytics (Beta) We’re excited to launch CRM Analytics in Breakcold , now available in Beta ! ## Feature Preview [ How Do I Get Started with CRM Analytics in Breakcold? screenshot 1

How Do I Get Started with CRM Analytics in Breakcold? screenshot 1

](https://youtu.be/cYtat6dZByo?feature=shared) ## Breakcold CRM Analytics (Beta) We’re excited to launch **CRM Analytics in Breakcold**, now available in **Beta**! This new feature provides a powerful yet simple way to track your sales, communication, and social activity all in one place. While we’re still fine-tuning things, the current version is already packed with value and ready to use. *** ## Accessing the Analytics Dashboard To open your analytics dashboard: Navigate to the **“Analytics”** tab How Do I Get Started with CRM Analytics in Breakcold? screenshot 2

How Do I Get Started with CRM Analytics in Breakcold? screenshot 2

in the left-hand panel 2. Your dashboard will automatically load with a default layout based on your account type. ⚠️ Note: If your data isn’t showing before September 2024, don’t worry that’s expected. We began tracking data from that point forward. *** ## Customizing Your Dashboard (No CRM Expertise Needed) Breakcold makes dashboard customization intuitive, so you don’t need to be a CRM expert to build a view that fits your workflow. You can: * **Drag and drop** analytics blocks to reorganize your layout * **Add new blocks** by browsing the available analytics categories (Pipeline, Communication, Social) * **Remove blocks** that aren’t relevant to your current goals How Do I Get Started with CRM Analytics in Breakcold? screenshot 3

How Do I Get Started with CRM Analytics in Breakcold? screenshot 3

How Do I Get Started with CRM Analytics in Breakcold? screenshot 4

With over **23+ analytics blocks**, there’s flexibility to match any sales or outreach style. # Analytics Source: https://developer.breakcold.com/help/analytics/index Understand CRM, pipeline, communication, and social analytics. Understand CRM, pipeline, communication, and social analytics. Feature Preview Breakcold CRM Analytics (Beta) We’re excited to launch CRM Analytics in Breakcold , now available in Beta ! What Is Communication Analytics? Communication Analytics in Breakcold helps you measure engagement between your team and leads. Breakcold CRM Analytics is currently in Beta , and we're actively working to make it even better. # What Is Communication Analytics? Source: https://developer.breakcold.com/help/analytics/what-is-communication-analytics What Is Communication Analytics? Communication Analytics in Breakcold helps you measure engagement between your team and leads. ## What Is Communication Analytics? Communication Analytics in Breakcold helps you measure engagement between your team and leads. It provides insights into how often you're reaching out, how leads are responding, and how your team is performing individually. *** ## Available Communication Blocks You can add the following blocks to your dashboard: * **Connection Strength** – Auto lead scoring based on interaction quality (email and message exchange). * **Sales Activity by Team Member** – Tracks individual outreach efforts. * **Sales Overview by Team Member** – A summary of overall sales communication. * **Conversations Started** – Number of new conversations initiated. * **Conversations** – Total ongoing conversations. * **Sent Emails / Received Emails** – Track email volume and responsiveness. What Is Communication Analytics? screenshot 1

What Is Communication Analytics? screenshot 1

*** ## Customize Your View Choose the blocks that align with your workflow to keep a close eye on communication trends and team performance. # What’s Coming Next in CRM Analytics (Beta Roadmap) Source: https://developer.breakcold.com/help/analytics/whats-coming-next-in-crm-analytics-beta-roadmap Breakcold CRM Analytics is currently in Beta , and we're actively working to make it even better. Breakcold CRM Analytics is currently in **Beta**, and we're actively working to make it even better. Here’s what you can expect in the near future: ## Minor Bug Fixes We're addressing small issues reported during the Beta release to improve stability, performance, and accuracy across analytics blocks. *** ## Task System Upgrades We're enhancing the task system to save you more time both when creating tasks and when executing them. Expect a smoother workflow and better task management. *** ## New Custom Field System A more robust custom field system is on the way, featuring over 30 new field types including: * Date pickers * Multi-select dropdowns * Status fields * And more advanced data types These new fields will make your CRM more flexible and tailored to your specific needs. *** Stay tuned this is just the beginning. Your feedback is shaping the next generation of Breakcold Analytics. # Are there filters available for specific tags and/or custom fields? Source: https://developer.breakcold.com/help/contacts-lists/are-there-filters-available-for-specific-tags-andor-custom-fields Yes, you can filter leads using tags and certain custom fields to focus on specific segments. Yes, you can filter leads using tags and certain custom fields to focus on specific segments. # Can I add the same lead to multiple lists? Source: https://developer.breakcold.com/help/contacts-lists/can-i-add-the-same-lead-to-multiple-lists Can I add the same lead to multiple lists? ## Can I add the same lead to multiple lists? Yes, a lead can belong to more than one list.

Can I add the same lead to multiple lists? screenshot 1

# Can I assign multiple owners to one lead? Source: https://developer.breakcold.com/help/contacts-lists/can-i-assign-multiple-owners-to-one-lead Breakcold now allows you to assign multiple owners to a single lead, making team collaboration easier. Breakcold now allows you to assign **multiple owners** to a single lead, making team collaboration easier. **Note:** The lead’s ownership will also **auto-assign** to the team member who originally created the lead. Multiple owners help share responsibility and improve team collaboration. ## Steps to Assign Multiple Owners: 1. Go to the **People** section and select the lead you want to assign owners to. 2. Click on the **Owner** field on the lead’s profile. 3. You’ll see the option to **add more than one owner**, select the team members you want to assign. Can I assign multiple owners to one lead? screenshot 1

Can I assign multiple owners to one lead? screenshot 1

# Can I attach multiple leads or companies to a deal? Source: https://developer.breakcold.com/help/contacts-lists/can-i-attach-multiple-leads-or-companies-to-a-deal Yes, you can. From the deal info page, you can add multiple people and companies directly. Yes, you can. From the deal info page, you can add multiple people and companies directly. Can I attach multiple leads or companies to a deal? screenshot 1

Can I attach multiple leads or companies to a deal? screenshot 1

# Can I automate actions based on a list? Source: https://developer.breakcold.com/help/contacts-lists/can-i-automate-actions-based-on-a-list Yes. Many systems allow you to set workflows or automation triggers that start when leads are added to or removed from a list. Yes. Many systems allow you to set workflows or automation triggers that start when leads are added to or removed from a list. # Can I bulk remove tags from leads? Source: https://developer.breakcold.com/help/contacts-lists/can-i-bulk-remove-tags-from-leads Yes, you can select multiple leads, and a bulk action menu will appear. Yes, you can select multiple leads, and a bulk action menu will appear. Then, click on the tag option, select the remove button, choose or type the tag you want to remove, and apply the action to remove it from all selected leads. Can I bulk remove tags from leads? screenshot 1

Can I bulk remove tags from leads? screenshot 1

# Can I create dynamic lists that update automatically? Source: https://developer.breakcold.com/help/contacts-lists/can-i-create-dynamic-lists-that-update-automatically Yes. Dynamic lists update based on rules or filters you define, such as “all leads who opened an email in the last 7 days Yes. Dynamic lists update based on rules or filters you define, such as “all leads who opened an email in the last 7 days # Can I filter leads based on activity or last interaction date? Source: https://developer.breakcold.com/help/contacts-lists/can-i-filter-leads-based-on-activity-or-last-interaction-date Currently, Breakcold does not support filtering leads directly by last interaction date or recent activity. Currently, Breakcold does not support filtering leads directly by last interaction date or recent activity. However, you can **sort** leads by last interaction or update date to prioritize recent engagements. # Can I filter leads based on recent activity? Source: https://developer.breakcold.com/help/contacts-lists/can-i-filter-leads-based-on-recent-activity While you can’t directly filter leads by recent activity, the activity feed is automatically arranged based on the latest actions or events related to each lead so the most rece... While you can’t directly filter leads by recent activity, the activity feed is **automatically arranged** based on the **latest actions or events** related to each lead so the most recent updates appear first. # Can I filter leads or conversations by tag? Source: https://developer.breakcold.com/help/contacts-lists/can-i-filter-leads-or-conversations-by-tag Absolutely. Just use the filter option in the leads or inbox view, then select the tag(s) you want to filter by. Absolutely. Just use the filter option in the leads or inbox view, then select the tag(s) you want to filter by. # Can I filter leads using custom attributes? Source: https://developer.breakcold.com/help/contacts-lists/can-i-filter-leads-using-custom-attributes Yes! We've added an advanced filtering system so you can easily find leads based on any custom attribute you’ve set Yes! We've added an **advanced filtering system** so you can easily find leads based on any custom attribute you’ve set # Can I import a contact and company at the same time? Will Breakcold automatically create both? Source: https://developer.breakcold.com/help/contacts-lists/can-i-import-a-contact-and-company-at-the-same-time-will-breakcold-automatically-create-both Yes! Breakcold will automatically create both the company and the contact. **Yes! Breakcold will automatically create both the company and the contact.** # Can I import contacts or leads into a list? Source: https://developer.breakcold.com/help/contacts-lists/can-i-import-contacts-or-leads-into-a-list Yes. Use the import feature to upload a CSV or Excel file to a specific list. Yes. Use the import feature to upload a CSV or Excel file to a specific list. Can I import contacts or leads into a list? screenshot 1

Can I import contacts or leads into a list? screenshot 1

# Can I import my leads and make sure they are mapped to existing companies in Breakcold? Source: https://developer.breakcold.com/help/contacts-lists/can-i-import-my-leads-and-make-sure-they-are-mapped-to-existing-companies-in-breakcold Yes! As long as the company name and LinkedIn company URL in your CSV file match those already in Breakcold, the leads will be mapped to the existing companies. Yes! As long as the company name and LinkedIn company URL in your CSV file match those already in Breakcold, the leads will be mapped to the existing companies. Can I import my leads and make sure they are mapped to existing companies in Breakcold? screenshot 1

Can I import my leads and make sure they are mapped to existing companies in Breakcold? screenshot 1

Can I import my leads and make sure they are mapped to existing companies in Breakcold? screenshot 2

Can I import my leads and make sure they are mapped to existing companies in Breakcold? screenshot 3

# Can I manage my tags in one place without going to lead profile? Source: https://developer.breakcold.com/help/contacts-lists/can-i-manage-my-tags-in-one-place-without-going-to-lead-profile Yes! Just go to Settings Tags to create, edit, or delete your tags all in one place. Yes! Just go to Settings > Tags to create, edit, or delete your tags all in one place. You can also click here: [https://app.breakcold.com/settings/data/tags](https://app.breakcold.com/settings/data/tags) # Can I search across all leads and companies at once? Source: https://developer.breakcold.com/help/contacts-lists/can-i-search-across-all-leads-and-companies-at-once The search can cover both leads and companies, allowing you to find any relevant records quickly. The search can cover both leads and companies, allowing you to find any relevant records quickly. # Can I sort leads by score or engagement level? Source: https://developer.breakcold.com/help/contacts-lists/can-i-sort-leads-by-score-or-engagement-level Yes! Sorting options include lead score, engagement metrics, and other relevant fields to help you prioritize your outreach. Yes! Sorting options include lead score, engagement metrics, and other relevant fields to help you prioritize your outreach. # Can tags be applied automatically? Source: https://developer.breakcold.com/help/contacts-lists/can-tags-be-applied-automatically Tags can be applied manually for now, but in some systems (depending on your platform or integrations), automation rules may allow tagging based on actions or conditions. Tags can be applied manually for now, but in some systems (depending on your platform or integrations), automation rules may allow tagging based on actions or conditions. # Does sorting affect filtering or search results? Source: https://developer.breakcold.com/help/contacts-lists/does-sorting-affect-filtering-or-search-results Sorting changes the order in which leads are displayed but does not affect which leads appear, filtering narrows down the list, while sorting organizes it. Sorting changes the order in which leads are displayed but does not affect which leads appear, filtering narrows down the list, while sorting organizes it. # How can I create a new tag on a lead? Source: https://developer.breakcold.com/help/contacts-lists/how-can-i-create-a-new-tag-on-a-lead Navigate to the lead’s info page, click on the tag field, type the new tag, and a “Create” option will pop up. Navigate to the lead’s info page, click on the tag field, type the new tag, and a “Create” option will pop up. Click it to add the new tag. How can I create a new tag on a lead? screenshot 1

How can I create a new tag on a lead? screenshot 1

# How can I delete notes from a lead card or lead profile? Source: https://developer.breakcold.com/help/contacts-lists/how-can-i-delete-notes-from-a-lead-card-or-lead-profile Go to the note you want to delete, hover your mouse over it, and the delete option will appear. Go to the note you want to delete, hover your mouse over it, and the delete option will appear. Click it to remove the note How can I delete notes from a lead card or lead profile? screenshot 1

# How can I filter leads by List or Pipeline Status? Source: https://developer.breakcold.com/help/contacts-lists/how-can-i-filter-leads-by-list-or-pipeline-status You can apply filters almost anywhere in Breakcold: Filter by Lead List to focus on segments like “Warm Leads” or “Outbound Campaign.” Filter by Sales Pipeline Status (e.g., New... You can apply filters almost anywhere in Breakcold: * **Filter by Lead List** to focus on segments like “Warm Leads” or “Outbound Campaign.” * **Filter by Sales Pipeline Status** (e.g., New, In Progress, Won, Lost) to track deals by their stage. How can I filter leads by List or Pipeline Status? screenshot 1

How can I filter leads by List or Pipeline Status? screenshot 1

**Why it matters:** It helps you stay focused on the leads that matter most at any given time. # How can I get LinkedIn info for a contact or lead I added manually? Source: https://developer.breakcold.com/help/contacts-lists/how-can-i-get-linkedin-info-for-a-contact-or-lead-i-added-manually Simply add their LinkedIn URL to their profile in Breakcold, and we’ll automatically fetch their LinkedIn details to update the contact for you. Simply add their LinkedIn URL to their profile in Breakcold, and we’ll automatically fetch their LinkedIn details to update the contact for you. If you use our Chrome Extension to add the LinkedIn URL and the email matches, the info will merge seamlessly. # How can I make it so that when a lead is added to my pipeline, it appears at the top instead of randomly in the list? Source: https://developer.breakcold.com/help/contacts-lists/how-can-i-make-it-so-that-when-a-lead-is-added-to-my-pipeline-it-appears-at-the-top-instead-of-randomly-in-the-list Right now, the sort option isn’t available in the pipeline view, so new leads may appear in what seems like a random order. Right now, the sort option isn’t available in the pipeline view, so new leads may appear in what seems like a random order. This happens because the pipeline items are displayed based on their internal creation IDs from the backend, and no front-end sorting logic has been applied yet to manually reorder or prioritize new entries. We know how helpful sorting (like newest on top) would be, and it's something we're considering for future updates. # How can I make sure the meeting is synced in Breakcold for the contact I invited? Source: https://developer.breakcold.com/help/contacts-lists/how-can-i-make-sure-the-meeting-is-synced-in-breakcold-for-the-contact-i-invited Just make sure the contact exists as a lead in Breakcold, and that the email used in the meeting invite matches the one listed in Breakcold. Just make sure the contact exists as a lead in Breakcold, and that the email used in the meeting invite matches the one listed in Breakcold. # How can I save or apply multiple filters at once? Source: https://developer.breakcold.com/help/contacts-lists/how-can-i-save-or-apply-multiple-filters-at-once You can apply multiple filters simultaneously by selecting them in the filter panel. You can apply multiple filters simultaneously by selecting them in the filter panel. Saving filter presets for reuse may be available depending on your plan or future updates. For more information, please contact [support@breakcold.com](mailto:support@breakcold.com). # How can I see everyone I’m tracking so I can clean up the list? Source: https://developer.breakcold.com/help/contacts-lists/how-can-i-see-everyone-im-tracking-so-i-can-clean-up-the-list You can use the "Tracking" filter to pull up the list of profiles you're currently tracking. You can use the "Tracking" filter to pull up the list of profiles you're currently tracking. From there, you can review and manage them as needed. How can I see everyone I’m tracking so I can clean up the list? screenshot 1

How can I see everyone I’m tracking so I can clean up the list? screenshot 1

# How can I select leads and add a due date when creating a task? Source: https://developer.breakcold.com/help/contacts-lists/how-can-i-select-leads-and-add-a-due-date-when-creating-a-task How can I select leads and add a due date when creating a task? ## How can I select leads and add a due date when creating a task? Click the Add Task button

How can I select leads and add a due date when creating a task? screenshot 1

, and a task window will pop up. At the bottom of the window, you’ll find options to set a due date How can I select leads and add a due date when creating a task? screenshot 2

How can I select leads and add a due date when creating a task? screenshot 2

and select a lead How can I select leads and add a due date when creating a task? screenshot 3

How can I select leads and add a due date when creating a task? screenshot 4

If you’ve already created a task and missed adding a lead or due date, don’t worry—you can always click on the task to **edit** and update those details. # How do bulk actions work on lists? Source: https://developer.breakcold.com/help/contacts-lists/how-do-bulk-actions-work-on-lists Select multiple leads by checking their boxes, then choose the bulk action (like delete, move, assign tags/status, track) from the menu that appears. Select multiple leads by checking their boxes, then choose the bulk action (like delete, move, assign tags/status, track) from the menu that appears. How do bulk actions work on lists? screenshot 1

How do bulk actions work on lists? screenshot 1

# How do I add a symbol for my own currency that isn't listed? Source: https://developer.breakcold.com/help/contacts-lists/how-do-i-add-a-symbol-for-my-own-currency-that-isnt-listed Currently, we don’t support this directly in the UI. Currently, we don’t support this directly in the UI. You can only do this via our API, or as a workaround by creating a custom attribute # How do I add a tag to a lead? Source: https://developer.breakcold.com/help/contacts-lists/how-do-i-add-a-tag-to-a-lead Go to the lead's profile, click on the “Tags” section, and either select an existing tag or create a new one. Go to the lead's profile, click on the **“Tags”** section, and either select an existing tag or create a new one. How do I add a tag to a lead? screenshot 1

How do I add a tag to a lead? screenshot 1

# How do I create custom fields or attributes from the People/Company section? Source: https://developer.breakcold.com/help/contacts-lists/how-do-i-create-custom-fields-or-attributes-from-the-peoplecompany-section From the People/Company Section 1. Go to the People section. ## From the People/Company Section 1. Go to the People section. 2. Click on “Display” (next to the 3 vertical dots at the top right). 3. Click “Create Attribute" or click [here](https://app.breakcold.com/settings/data/person?page=0). How do I create custom fields or attributes from the People/Company section? screenshot 1

How do I create custom fields or attributes from the People/Company section? screenshot 1

# How do I create, edit, and reply to notes? Source: https://developer.breakcold.com/help/contacts-lists/how-do-i-create-edit-and-reply-to-notes Where to find it Inside each lead's profile, go to the Notes section. ## Where to find it Inside each lead's profile, go to the Notes section. ## What you can do: * **Create a note:** Click the text box and start typing * **Edit:** Hover over your note and click the pencil icon * **Reply:** Click “Reply” under any note to start a thread * **Tag a teammate:** Use `@teammember` to notify them How do I create, edit, and reply to notes? screenshot 1

How do I create, edit, and reply to notes? screenshot 1

# How do I edit a tag? Source: https://developer.breakcold.com/help/contacts-lists/how-do-i-edit-a-tag You can edit a tag from two places: Lead Info Page: Go to the lead’s info page, hover over the tag name, and click the ellipsis (⋯) that appears. You can edit a tag from two places: **Lead Info Page:** Go to the lead’s info page, hover over the tag name, and click the ellipsis (⋯) that appears. Then select the **Edit** option. How do I edit a tag? screenshot 1

2. **List View (People/Company/Pipeline):** In the Tag column, click on a tag. A tag list will drop down. Hover over the tag you want to edit, and click the ellipsis next to it to access the **Edit** option. How do I edit a tag? screenshot 2

# How do I export leads from the People section in Breakcold? Source: https://developer.breakcold.com/help/contacts-lists/how-do-i-export-leads-from-the-people-section-in-breakcold ✅ Tip: If you’ve applied filters (e.g., by tag or pipeline stage), only the filtered leads will be included in the export. ✅ **Tip:** If you’ve applied filters (e.g., by tag or pipeline stage), only the filtered leads will be included in the export. To export your leads from the People section: 1. Navigate to the People tab (this is where all your leads are listed) 2. Click the three dots (•••) in the top-right corner of the screen 3. Select Export 4. A CSV file with your lead data will be generated and downloaded How do I export leads from the People section in Breakcold? screenshot 1

How do I export leads from the People section in Breakcold? screenshot 1

# How do I filter CRM analytics data in Breakcold? Source: https://developer.breakcold.com/help/contacts-lists/how-do-i-filter-crm-analytics-data-in-breakcold Available Filters Breakcold lets you customize your analytics view with easy-to-use filters: Date: Select any date range to focus on specific periods. ## Available Filters Breakcold lets you customize your analytics view with easy-to-use filters: * **Date:** Select any date range to focus on specific periods. * **Lead Lists:** Filter analytics based on your lead segments. * **Tags:** Narrow down data using tags you’ve assigned to leads or deals. * **Pipeline Status:** View analytics for deals in specific pipeline stages. How do I filter CRM analytics data in Breakcold? screenshot 1

How do I filter CRM analytics data in Breakcold? screenshot 1

*** ## Comparison Feature When you select a date, Breakcold automatically compares the data to the previous period (e.g., today vs. yesterday), helping you spot trends quickly. How do I filter CRM analytics data in Breakcold? screenshot 2

How do I filter CRM analytics data in Breakcold? screenshot 2

*** ## Hover Insights Hover over analytics blocks to see detailed insights and comparisons without switching screens. How do I filter CRM analytics data in Breakcold? screenshot 3

How do I filter CRM analytics data in Breakcold? screenshot 3

*** ## Customize for Your Needs Use filters to focus on what matters most to your sales process and get actionable data faster. # How do I filter or sort a list? Source: https://developer.breakcold.com/help/contacts-lists/how-do-i-filter-or-sort-a-list Use the filter or sort icons at the top of the list. Use the filter or sort icons at the top of the list. You can filter by status, tags, date, or other attributes, and sort by name, date added, or custom fields. How do I filter or sort a list? screenshot 1

How do I filter or sort a list? screenshot 1

# How do I filter search results after performing a search? Source: https://developer.breakcold.com/help/contacts-lists/how-do-i-filter-search-results-after-performing-a-search After searching, use the filter panel to narrow down results by criteria like lead list, status, or tags. After searching, use the filter panel to narrow down results by criteria like lead list, status, or tags. # How do I remove a lead from a list? Source: https://developer.breakcold.com/help/contacts-lists/how-do-i-remove-a-lead-from-a-list How do I remove a lead from a list? Open the list, find the lead, click the empty box next to the lead to display the bulk options, then click Remove from the list . ## How do I remove a lead from a list? Open the list, find the lead, click the empty box next to the lead to display the bulk options, then click

How do I remove a lead from a list? screenshot 1

**Remove from the list**. How do I remove a lead from a list? screenshot 2

# How do I rename a list? Source: https://developer.breakcold.com/help/contacts-lists/how-do-i-rename-a-list 1. Go to the List 2. Hover on the three-dot menu (⋮) next to the list name. 1. Go to the **List** 2. Hover on the **three-dot menu (⋮)** next to the list name. 3. Click the **pencil icon** to rename the list. 4. Press **Rename** to save. How do I rename a list? screenshot 1

# How do I search for leads quickly? Source: https://developer.breakcold.com/help/contacts-lists/how-do-i-search-for-leads-quickly Breakcold’s improved search bar lets you find leads by: Name (including composed names or accents) Company Tags It’s designed to be fast, accurate, and typo-friendly. Breakcold’s improved search bar lets you find leads by: * Name (including composed names or accents) * Company * Tags How do I search for leads quickly? screenshot 1

How do I search for leads quickly? screenshot 1

It’s designed to be fast, accurate, and typo-friendly. # How do I sort leads or companies by latest update or creation date? Source: https://developer.breakcold.com/help/contacts-lists/how-do-i-sort-leads-or-companies-by-latest-update-or-creation-date Use the Sort By dropdown in your lead or company list. Use the **Sort By** dropdown in your lead or company list. You can choose to sort by creation date, last update, or other criteria to view your most recent or oldest leads first. How do I sort leads or companies by latest update or creation date? screenshot 1

How do I sort leads or companies by latest update or creation date? screenshot 1

# How do I use custom fields when composing an email in the lead profile section? Source: https://developer.breakcold.com/help/contacts-lists/how-do-i-use-custom-fields-when-composing-an-email-in-the-lead-profile-section ⚠️ Important Make sure the custom field is not empty , if it's blank, the variable will not populate in the email. ⚠️ **Important** * Make sure the **custom field is not empty**, if it's blank, the variable will not populate in the email. * Always compose your message from the **lead’s profile section**, not the **general inbox**. If you write from the general inbox, the custom field variable will **not work properly**. Yes, you can use custom fields in your email sequences. 1. Use the **"/" key** to insert a custom field into your email. 2. Click on the desired field (e.g., /First Name, /Company, /Icebreaker) to insert it into your email. How do I use custom fields when composing an email in the lead profile section? screenshot 1

# How does the BetterContact bundle work if I already have an existing BetterContact account? Source: https://developer.breakcold.com/help/contacts-lists/how-does-the-bettercontact-bundle-work-if-i-already-have-an-existing-bettercontact-account If you already have a BetterContact account and decide to subscribe to the bundle, here’s how it works: 1. If you already have a BetterContact account and decide to subscribe to the bundle, here’s how it works: 1. Once you complete your subscription, we’ll automatically send your account details to the BetterContact team. 2. BetterContact will then send you an email with instructions on how to proceed and link your existing account to the bundle. Have any issues or questions? Feel free to reach out to our support team! # How does the ‘People’ section of a company work? Source: https://developer.breakcold.com/help/contacts-lists/how-does-the-people-section-of-a-company-work How does the ‘People’ section of a company work? ## How does the ‘People’ section of a company work? Inside each company, there is a **People** section where you can focus on a single individual. This lets you view notes, activities, and interactions related specifically to that person.

How does the ‘People’ section of a company work? screenshot 1

# How to add a lead to a company Source: https://developer.breakcold.com/help/contacts-lists/how-to-add-a-lead-to-a-company How to Add a Lead to a Company 1. Go to the lead’s profile. ## How to Add a Lead to a Company 1. **Go to the lead’s profile.** 2. **Find the Company field** on the lead’s page. 3. **Click the Company field** to either: * Search for an existing company, or * Add a new company if it doesn’t exist yet (usually by typing the company name and selecting **“Create new”**). ## Visual walkthrough How to add a lead to a company screenshot 1

How to add a lead to a company screenshot 1

# How to Add & Remove Leads to a Pipeline Source: https://developer.breakcold.com/help/contacts-lists/how-to-add-remove-leads-to-a-pipeline Add Leads to a Pipeline You can’t add leads directly from the pipeline view . # Add Leads to a Pipeline You **can’t add leads directly from the pipeline view**. Use these methods: **Inside Breakcold:** Use the **status button** wherever you see a lead How to Add & Remove Leads to a Pipeline screenshot 1

How to Add & Remove Leads to a Pipeline screenshot 1

**From LinkedIn/Other Platforms:** Use the **Chrome extension** How to Add & Remove Leads to a Pipeline screenshot 2

**Bulk Add:** Use the bulk import method, check out this [article](https://www.breakcold.com/help/docs/crm-edit-leads-bulk). # Remove a Lead Just click on their **sales status** again to remove them from the pipeline. How to Add & Remove Leads to a Pipeline screenshot 3

How to Add & Remove Leads to a Pipeline screenshot 3

# How to Bulk Add Tags to Contacts/Leads? Source: https://developer.breakcold.com/help/contacts-lists/how-to-bulk-add-tags-to-contactsleads You can do this from any list view (People, Company, or Pipeline). You can do this from any list view (People, Company, or Pipeline). Simply select the leads you want, and the bulk action menu will appear. Click on the Tag option, then click the Add button, choose the tag you want to add, and apply it to the selected leads. How to Bulk Add Tags to Contacts/Leads? screenshot 1

How to Bulk Add Tags to Contacts/Leads? screenshot 1

# How to Create a Company? Source: https://developer.breakcold.com/help/contacts-lists/how-to-create-a-company There are two ways to create a company in Breakcold: Option 1: Create a Company from a Lead Profile Go to a lead’s profile. There are **two ways** to create a company in Breakcold: **Option 1: Create a Company from a Lead Profile** * Go to a lead’s profile. * Click on the **company name** field and select **Create**. * This will automatically **link the lead to the new company**. 💡Tip: Make sure the lead has a **website URL** so Breakcold can import the company logo. **Option 2: Create a Company from the Companies Section** * Go to the **Companies** tab in Breakcold. * Click **Add Company**. * Fill in the required company details manually. ## Feature Preview [Watch the video](https://www.youtube.com/embed/kJoGyLH3pfg) # How to Create Custom Statuses Source: https://developer.breakcold.com/help/contacts-lists/how-to-create-custom-statuses How to Create Custom Statuses Custom statuses help you track where each lead is in your workflow. ## How to Create Custom Statuses Custom statuses help you track where each lead is in your workflow. Here’s how to create and apply them: 1. Go to the People section. 2. Select a lead. 3. Click on the Status field. 4. Type in a new status, then click the ➕ plus sign. 5. Click enter to save it

How to Create Custom Statuses screenshot 1

## To Apply or Create Statuses in Bulk 1. Select multiple leads from the list and the bulk action bar will appear. 2. Click on “Add Status”. 3. To create a new status, type it in and click the ➕ plus sign. How to Create Custom Statuses screenshot 2

How to Create Custom Statuses screenshot 2

# How to Delete a List Source: https://developer.breakcold.com/help/contacts-lists/how-to-delete-a-list ⚠️ If you don’t tick the box to delete leads, deleting a list will not delete the leads they’ll still be visible under “All Leads.” 1. ⚠️ If you don’t tick the box to delete leads, deleting a list will **not** delete the leads they’ll still be visible under **“All Leads.”** 1. Go to the **People** section. 2. Click the **three-dot menu (⋮)** next to the list. 3. Select **"Delete List."** 4. When prompted, you can **tick the box to delete leads** if you want to remove them completely. How to Delete a List screenshot 1

# How to Duplicate a List Source: https://developer.breakcold.com/help/contacts-lists/how-to-duplicate-a-list How to Duplicate a List ⚠️ The duplicated list will not include the leads — only the list setup and pipeline structure are copied. ## How to Duplicate a List ⚠️ The duplicated list will **not include the leads** — only the list setup and pipeline structure are copied. 1. **Go to the People section** in your sidebar. 2. Find the list you want to duplicate. 3. Click the **three-dot menu (⋮)** next to the list name. 4. Select **“Duplicate List.”** How to Duplicate a List screenshot 1

# How to Filter Leads by Connection Strength Source: https://developer.breakcold.com/help/contacts-lists/how-to-filter-leads-by-connection-strength You can filter your leads by their connection strength to prioritize the ones with stronger engagement. You can filter your leads by their connection strength to prioritize the ones with stronger engagement. Just use the **Connection Strength filter** in your lead view to quickly sort leads based on how active your interactions are. How to Filter Leads by Connection Strength screenshot 1

How to Filter Leads by Connection Strength screenshot 1

# How to remove OR merge duplicates? Source: https://developer.breakcold.com/help/contacts-lists/how-to-remove-or-merge-duplicates Step 1: Go to "Clean up Duplicates" Find it on the left side panel with the Eraser icon Step 2: Review the Duplicates Breakcold will list contacts it detects as potential duplic... ## Step 1: Go to "Clean up Duplicates" Find it on the left side panel with the Eraser icon How to remove OR merge duplicates? screenshot 1

How to remove OR merge duplicates? screenshot 1

How to remove OR merge duplicates? screenshot 2

## Step 2: Review the Duplicates Breakcold will list contacts it detects as potential duplicates based on names, emails, or LinkedIn URLs. ⚠️ **Important Note:** Sometimes duplicates have conflicting information (e.g. different emails or names). In these cases, **manual merge is required** you’ll need to select which data to keep for each field. Breakcold will handle the rest once you’ve made your selections. * Same **full name** * Same **email address** or **LinkedIn URL** * And 20+ other smart criteria How to remove OR merge duplicates? screenshot 3

How to remove OR merge duplicates? screenshot 3

## Step 3: Choose What to Do 1. Auto-merge all duplicates 2. Manually merge contact Mark as “Not a duplicate” if they’re actually different How to remove OR merge duplicates? screenshot 4

How to remove OR merge duplicates? screenshot 4

## Feature Preview How to remove OR merge duplicates? screenshot 5

# How to Use the People Section Source: https://developer.breakcold.com/help/contacts-lists/how-to-use-the-people-section The People section is your main workspace for managing leads in Breakcold. The **People** section is your main workspace for managing leads in Breakcold. It lets you organize, filter, and take action on your contacts in a way that fits your workflow. How to Use the People Section screenshot 1

How to Use the People Section screenshot 1

*** ## Create a Lead List Click the **➕ button** to start: * Choose a **template** to get started quickly, or * Build your own list **from scratch** How to Use the People Section screenshot 2

How to Use the People Section screenshot 2

You’ll see all your saved lists under **“All Leads.”** *** ## Customize Your View Use these tools to organize your workspace: * **Sort**: Sort leads by date, name, or other attributes (ascending or descending) * **Multiple Sorts**: Add more than one sorting rule to personalize the order * **Filters**: Narrow down leads using filters like: * Status * Tags * List * Owner * And more *** ## Find What You Need Fast * Use the **search bar** to quickly find specific leads * Adjust your **columns** using the **display settings**: * Show or hide native fields (like name or company) * Add your own custom attributes, tags and status How to Use the People Section screenshot 3

How to Use the People Section screenshot 3

*** ## Use Advanced Options Click the **three dots (⋯)** for more options: * Import or export leads * Install integrations * Push leads to Salesforce (if enabled) How to Use the People Section screenshot 4

How to Use the People Section screenshot 4

*** ## Work Directly from the Dashboard From the **Links** column, you can: * Make calls * View email address * Open LinkedIn profiles * Access Telegram (if integrated) How to Use the People Section screenshot 5

How to Use the People Section screenshot 5

*** ## Bulk Actions Select multiple leads to perform bulk actions: * Add or move to a list * Apply tags or statuses * Assign owners * Delete or remove from lists * Track or untrack leads How to Use the People Section screenshot 6

How to Use the People Section screenshot 6

*** ## Summary The People section helps you manage your entire lead workflow in one place from creating lists and customizing your view, to communicating and performing bulk actions. It’s designed to keep things flexible and efficient. # If I import a contact with an existing email in Breakcold, will it detect the duplicate and ignore it? Source: https://developer.breakcold.com/help/contacts-lists/if-i-import-a-contact-with-an-existing-email-in-breakcold-will-it-detect-the-duplicate-and-ignore-it Breakcold will detect the duplicate, but instead of ignoring it, the system will merge the data with the existing contact record. Breakcold will detect the duplicate, but instead of ignoring it, the system will merge the data with the existing contact record. # Contacts & Lists Source: https://developer.breakcold.com/help/contacts-lists/index Work with leads, contacts, companies, tags, lists, attributes, and duplicates. Work with leads, contacts, companies, tags, lists, attributes, and duplicates. Yes, you can filter leads using tags and certain custom fields to focus on specific segments. Can I add the same lead to multiple lists? Breakcold now allows you to assign multiple owners to a single lead, making team collaboration easier. Yes, you can. From the deal info page, you can add multiple people and companies directly. Yes. Many systems allow you to set workflows or automation triggers that start when leads are added to or removed from a list. Yes, you can select multiple leads, and a bulk action menu will appear. Yes. Dynamic lists update based on rules or filters you define, such as “all leads who opened an email in the last 7 days Currently, Breakcold does not support filtering leads directly by last interaction date or recent activity. While you can’t directly filter leads by recent activity, the activity feed is automatically arranged based on the latest actions or events related to each lead so the most rece... Absolutely. Just use the filter option in the leads or inbox view, then select the tag(s) you want to filter by. Yes! We've added an advanced filtering system so you can easily find leads based on any custom attribute you’ve set Yes! Breakcold will automatically create both the company and the contact. Yes. Use the import feature to upload a CSV or Excel file to a specific list. Yes! As long as the company name and LinkedIn company URL in your CSV file match those already in Breakcold, the leads will be mapped to the existing companies. Yes! Just go to Settings Tags to create, edit, or delete your tags all in one place. The search can cover both leads and companies, allowing you to find any relevant records quickly. Yes! Sorting options include lead score, engagement metrics, and other relevant fields to help you prioritize your outreach. Tags can be applied manually for now, but in some systems (depending on your platform or integrations), automation rules may allow tagging based on actions or conditions. Sorting changes the order in which leads are displayed but does not affect which leads appear, filtering narrows down the list, while sorting organizes it. Navigate to the lead’s info page, click on the tag field, type the new tag, and a “Create” option will pop up. Go to the note you want to delete, hover your mouse over it, and the delete option will appear. You can apply filters almost anywhere in Breakcold: Filter by Lead List to focus on segments like “Warm Leads” or “Outbound Campaign.” Filter by Sales Pipeline Status (e.g., New\... Simply add their LinkedIn URL to their profile in Breakcold, and we’ll automatically fetch their LinkedIn details to update the contact for you. Right now, the sort option isn’t available in the pipeline view, so new leads may appear in what seems like a random order. Just make sure the contact exists as a lead in Breakcold, and that the email used in the meeting invite matches the one listed in Breakcold. You can apply multiple filters simultaneously by selecting them in the filter panel. You can use the "Tracking" filter to pull up the list of profiles you're currently tracking. How can I select leads and add a due date when creating a task? Select multiple leads by checking their boxes, then choose the bulk action (like delete, move, assign tags/status, track) from the menu that appears. Currently, we don’t support this directly in the UI. Go to the lead's profile, click on the “Tags” section, and either select an existing tag or create a new one. From the People/Company Section 1. Go to the People section. Where to find it Inside each lead's profile, go to the Notes section. You can edit a tag from two places: Lead Info Page: Go to the lead’s info page, hover over the tag name, and click the ellipsis (⋯) that appears. ✅ Tip: If you’ve applied filters (e.g., by tag or pipeline stage), only the filtered leads will be included in the export. Available Filters Breakcold lets you customize your analytics view with easy-to-use filters: Date: Select any date range to focus on specific periods. Use the filter or sort icons at the top of the list. After searching, use the filter panel to narrow down results by criteria like lead list, status, or tags. How do I remove a lead from a list? Open the list, find the lead, click the empty box next to the lead to display the bulk options, then click Remove from the list . 1. Go to the List 2. Hover on the three-dot menu (⋮) next to the list name. Breakcold’s improved search bar lets you find leads by: Name (including composed names or accents) Company Tags It’s designed to be fast, accurate, and typo-friendly. Use the Sort By dropdown in your lead or company list. ⚠️ Important Make sure the custom field is not empty , if it's blank, the variable will not populate in the email. How does the ‘People’ section of a company work? If you already have a BetterContact account and decide to subscribe to the bundle, here’s how it works: 1. Add Leads to a Pipeline You can’t add leads directly from the pipeline view . How to Add a Lead to a Company 1. Go to the lead’s profile. You can do this from any list view (People, Company, or Pipeline). There are two ways to create a company in Breakcold: Option 1: Create a Company from a Lead Profile Go to a lead’s profile. How to Create Custom Statuses Custom statuses help you track where each lead is in your workflow. ⚠️ If you don’t tick the box to delete leads, deleting a list will not delete the leads they’ll still be visible under “All Leads.” 1. How to Duplicate a List ⚠️ The duplicated list will not include the leads — only the list setup and pipeline structure are copied. You can filter your leads by their connection strength to prioritize the ones with stronger engagement. Step 1: Go to "Clean up Duplicates" Find it on the left side panel with the Eraser icon Step 2: Review the Duplicates Breakcold will list contacts it detects as potential duplic... The People section is your main workspace for managing leads in Breakcold. Breakcold will detect the duplicate, but instead of ignoring it, the system will merge the data with the existing contact record. Yes, in the list view, you can click on the Tag column, type a new tag, and create it if it doesn’t exist. You can select from preset sorting options (like ascending or descending by date or score), but custom multi-level sorting isn’t currently supported. Yes! Press ⌘K (Mac) or Ctrl+K (Windows) anywhere in Breakcold. Yes, just visit the Feature Preview section for a sneak peek of what’s coming next. What can I customize in the table view? You can customize your tables to better suit your workflow: Reorder and rename columns to match your preferences. Each stage can have a manual percentage showing the chance of closing a deal. What filters can I use in the task section? No. Removing a lead from a list only removes their association with that list. The Companies section displays leads that represent businesses, not individuals. A list is a way to group and organize your leads. Breakcold helps you keep your data clean by detecting and managing duplicate records. Feature Preview What is Lead Source Tracking? It shows the connection strength with a lead, scored from None to Strong . A list is usually static, manually created and managed. Linking a contact or company to a deal lets you see who the deal is connected with . Where can I manage company custom and native attributes? Where can I manage lead custom and native attributes? You can now manage the list order for all these sections from one place. You can view all lead activity in the Lead Activity section within the lead profile, as well as in your Social Inbox . Why Are Some Leads Missing a Status? If a lead has no visible status but shows up with a count, they’re probably in a pipeline in another list . Leads may be filtered out due to active filters, permissions, or syncing issues. The list field on a deal is unique, so each deal can be tracked separately. Yes! When your Office 365 email is connected to Breakcold via SMTP/IMAP or Microsoft 365 integration, your emails will sync automatically with the matching contacts. # Is it possible to create tags from the list view? Source: https://developer.breakcold.com/help/contacts-lists/is-it-possible-to-create-tags-from-the-list-view Yes, in the list view, you can click on the Tag column, type a new tag, and create it if it doesn’t exist. Yes, in the list view, you can click on the Tag column, type a new tag, and create it if it doesn’t exist. Is it possible to create tags from the list view? screenshot 1

Is it possible to create tags from the list view? screenshot 1

# Is it possible to customize the sort order in my lead list? Source: https://developer.breakcold.com/help/contacts-lists/is-it-possible-to-customize-the-sort-order-in-my-lead-list You can select from preset sorting options (like ascending or descending by date or score), but custom multi-level sorting isn’t currently supported. You can select from preset sorting options (like ascending or descending by date or score), but custom multi-level sorting isn’t currently supported. # Is there a shortcut for quick searching? Source: https://developer.breakcold.com/help/contacts-lists/is-there-a-shortcut-for-quick-searching Yes! Press ⌘K (Mac) or Ctrl+K (Windows) anywhere in Breakcold. Yes! Press **⌘K** (Mac) or **Ctrl+K** (Windows) anywhere in Breakcold. Then type a name, company, or feature to jump directly to what you need. Is there a shortcut for quick searching? screenshot 1

Is there a shortcut for quick searching? screenshot 1

Is there a shortcut for quick searching? screenshot 2

# Is there a way to track what beta features are coming? Source: https://developer.breakcold.com/help/contacts-lists/is-there-a-way-to-track-what-beta-features-are-coming Yes, just visit the Feature Preview section for a sneak peek of what’s coming next. Yes, just visit the [Feature Preview section](https://app.breakcold.com/settings/labs) for a sneak peek of what’s coming next. Is there a way to track what beta features are coming? screenshot 1

Is there a way to track what beta features are coming? screenshot 1

# What can I customize in the table view? Source: https://developer.breakcold.com/help/contacts-lists/what-can-i-customize-in-the-table-view What can I customize in the table view? You can customize your tables to better suit your workflow: Reorder and rename columns to match your preferences. ## What can I customize in the table view? You can customize your tables to better suit your workflow: * **Reorder and rename columns** to match your preferences. * **Create new attributes** to capture custom data. * **View People and Companies separately** with distinct table layouts. * Note: **Not all cells are directly editable** yet—you may need to update some fields within the lead’s profile. * **Sort fields** in ascending or descending order (e.g., by lead score from weakest to strongest). What can I customize in the table view? screenshot 1

What can I customize in the table view? screenshot 1

# What Do the Percentages Mean? Source: https://developer.breakcold.com/help/contacts-lists/what-do-the-percentages-mean Each stage can have a manual percentage showing the chance of closing a deal. Each stage can have a **manual percentage** showing the chance of closing a deal. These percentages help calculate your forecasted revenue. What Do the Percentages Mean? screenshot 1

What Do the Percentages Mean? screenshot 1

# What filters can I use in the task section? Source: https://developer.breakcold.com/help/contacts-lists/what-filters-can-i-use-in-the-task-section What filters can I use in the task section? ## What filters can I use in the task section? You can filter tasks by **status**, **tags**, **list**, **owner**, **connection**, **emails**, **tracking**, **campaign**, and **custom attributes**.

What filters can I use in the task section? screenshot 1

# What happens if I remove a lead from a list—are they deleted completely? Source: https://developer.breakcold.com/help/contacts-lists/what-happens-if-i-remove-a-lead-from-a-listare-they-deleted-completely No. Removing a lead from a list only removes their association with that list. No. Removing a lead from a list only removes their association with that list. The lead remains in your database unless you select the “Delete leads in the list” option or delete them separately. What happens if I remove a lead from a list—are they deleted completely? screenshot 1

What happens if I remove a lead from a list—are they deleted completely? screenshot 1

# What is a company in Breakcold? Source: https://developer.breakcold.com/help/contacts-lists/what-is-a-company-in-breakcold The Companies section displays leads that represent businesses, not individuals. The Companies section displays leads that represent businesses, not individuals. You can link multiple people to a single company to keep all related notes, emails, and interactions organized in one place. # What is a list in Breakcold Source: https://developer.breakcold.com/help/contacts-lists/what-is-a-list-in-breakcold A list is a way to group and organize your leads. A list is a way to group and organize your leads. You can use it to keep track of different contacts based on your goals or outreach. # What Is Duplicate Management? Source: https://developer.breakcold.com/help/contacts-lists/what-is-duplicate-management Breakcold helps you keep your data clean by detecting and managing duplicate records. Breakcold helps you keep your data clean by detecting and managing duplicate records. This guide will walk you through how Duplicate Management works and what steps you need to take. ### What Is Duplicate Management? Duplicate Management is a feature in Breakcold that finds and merges duplicate records like contacts so your database stays clean and accurate. *** ## How It Works Breakcold automatically detects possible duplicate contacts using: * Same **full name** * Same **LinkedIn URL** or **email address** * And 20+ other smart checks ⚠️ **Note:** Breakcold **does not merge duplicates automatically**. You’ll need to **manually review** each flagged match and choose what to do. ## What You Can Do * Merge duplicates **individually** * Use **bulk merge** for multiple confirmed matches * Mark as **"Not a duplicate"** if the contact is valid and should remain separate *** ## Best Practices * Regularly review the **Duplicate Management** section * Use **bulk merge** when confident about multiple matches * Always verify before merging to avoid data loss * Use consistent formats when importing or creating contacts * Take advantage of the **Chrome extension** to help prevent duplicates before * they’re added *** **💡 Tip:** When using the Chrome extension, Breakcold will notify you if a contact already exists helping you avoid duplicates at the source. # What is Lead Source Tracking? Source: https://developer.breakcold.com/help/contacts-lists/what-is-lead-source-tracking Feature Preview What is Lead Source Tracking? ## Feature Preview [

What is Lead Source Tracking? screenshot 1

](https://www.youtube.com/watch?v=8wG9vlrSTTo) ## What is Lead Source Tracking? Lead Source Tracking shows you which channels bring in leads that actually turn into sales. Instead of just counting leads, you focus on the ones that convert well. *** ## Why did we build this? Sometimes one channel brings a lot of leads but few convert. Other channels might bring fewer leads but with a higher conversion rate. This feature helps you find your **best channels** so you can focus your efforts where it counts. *** ## What does the feature do? It breaks down your pipeline into 3 key analytics: * Deal won value by lead source * Pipeline generated by lead source * Deal lost value by lead source What is Lead Source Tracking? screenshot 2

What is Lead Source Tracking? screenshot 2

*** ## What data is tracked? * Lead source name * Deal value * Number of leads * Comparison to the previous period (on this screenshot there are no data on the previous period) What is Lead Source Tracking? screenshot 3

What is Lead Source Tracking? screenshot 3

# What is the relation field for in the lead profile page? Source: https://developer.breakcold.com/help/contacts-lists/what-is-the-relation-field-for-in-the-lead-profile-page It shows the connection strength with a lead, scored from None to Strong . It shows the connection strength with a lead, scored from **None to Strong**. The score is automatically calculated based on your Email and LinkedIn interactions. What is the relation field for in the lead profile page? screenshot 1

# What’s the difference between a list and a segment? Source: https://developer.breakcold.com/help/contacts-lists/whats-the-difference-between-a-list-and-a-segment A list is usually static, manually created and managed. A list is usually static, manually created and managed. A segment is often dynamic, automatically updating based on set criteria or filters. # What’s the use of linking a contact or company to a deal in Breakcold? Source: https://developer.breakcold.com/help/contacts-lists/whats-the-use-of-linking-a-contact-or-company-to-a-deal-in-breakcold Linking a contact or company to a deal lets you see who the deal is connected with . Linking a contact or company to a deal lets you see **who the deal is connected with**. This way, you can track the relationship between the opportunity and the people (contacts) or organizations (companies) involved. For example, if you’re working on a deal with ABCD Inc. and John Doe is your main contact there, linking both John (contact) and ACME (company) to the deal makes it clear who’s part of that opportunity. # Where can I manage company custom and native attributes? Source: https://developer.breakcold.com/help/contacts-lists/where-can-i-manage-company-custom-and-native-attributes Where can I manage company custom and native attributes? ## Where can I manage company custom and native attributes? **Note:** For system (native) attributes, only the **copy attribute ID** and **hide** options are available. You can manage them by going to **Settings > Company**. From there, you can: * Reorder attributes * Create custom attributes * Edit, hide, or delete attributes * Copy the attribute ID Where can I manage company custom and native attributes? screenshot 1

Where can I manage company custom and native attributes? screenshot 1

# Where can I manage lead custom and native attributes? Source: https://developer.breakcold.com/help/contacts-lists/where-can-i-manage-lead-custom-and-native-attributes Where can I manage lead custom and native attributes? ## Where can I manage lead custom and native attributes? **Note:** For system (native) attributes, only the **copy attribute ID** and **hide** options are available. You can manage them by going to **Settings > Person**. From there, you can: * Reorder attributes * Create custom attributes * Edit, hide, or delete attributes * Copy the attribute ID Where can I manage lead custom and native attributes? screenshot 1

Where can I manage lead custom and native attributes? screenshot 1

# Where can I reorder the list for People, Company, Pipeline, and Deal all in one go? Source: https://developer.breakcold.com/help/contacts-lists/where-can-i-reorder-the-list-for-people-company-pipeline-and-deal-all-in-one-go You can now manage the list order for all these sections from one place. You can now manage the list order for all these sections from one place. Just go to Settings > Lists or click here: [https://app.breakcold.com/settings/data/lists](https://app.breakcold.com/settings/data/lists). Any changes you make will apply across People, Company, Deal, and Pipeline, no need to reorder them separately anymore. # Where can I view all lead activity? Source: https://developer.breakcold.com/help/contacts-lists/where-can-i-view-all-lead-activity You can view all lead activity in the Lead Activity section within the lead profile, as well as in your Social Inbox . You can view all lead activity in the **Lead Activity** section within the lead profile, as well as in your **Social Inbox**. Lead Profile View Where can I view all lead activity? screenshot 1

Where can I view all lead activity? screenshot 1

Social Inbox View Where can I view all lead activity? screenshot 2

# Why Are Some Leads Missing a Status? Source: https://developer.breakcold.com/help/contacts-lists/why-are-some-leads-missing-a-status Why Are Some Leads Missing a Status? If a lead has no visible status but shows up with a count, they’re probably in a pipeline in another list . ## Why Are Some Leads Missing a Status? If a lead has no visible status but shows up with a count, they’re probably in a pipeline in **another list**.

Why Are Some Leads Missing a Status? screenshot 1

# Why can’t I see some leads in my list? Source: https://developer.breakcold.com/help/contacts-lists/why-cant-i-see-some-leads-in-my-list Leads may be filtered out due to active filters, permissions, or syncing issues. Leads may be filtered out due to active filters, permissions, or syncing issues. Try clearing filters or checking your access rights. # Why doesn’t a contact’s status or their company’s status carry over to the list field in a deal when you link them? Source: https://developer.breakcold.com/help/contacts-lists/why-doesnt-a-contacts-status-or-their-companys-status-carry-over-to-the-list-field-in-a-deal-when-you-link-them The list field on a deal is unique, so each deal can be tracked separately. The list field on a deal is unique, so each deal can be tracked separately. If linked contacts brought all their statuses, it would be hard to see the deal’s real progress. Contact statuses track them in the pipeline of the lists they’re assigned to, and the same goes for companies and deals. Keeping them separate also makes reporting clearer and more accurate # Will emails from Office 365 sync with contacts in Breakcold? Source: https://developer.breakcold.com/help/contacts-lists/will-emails-from-office-365-sync-with-contacts-in-breakcold Yes! When your Office 365 email is connected to Breakcold via SMTP/IMAP or Microsoft 365 integration, your emails will sync automatically with the matching contacts. Yes! When your Office 365 email is connected to Breakcold via SMTP/IMAP or Microsoft 365 integration, your emails will sync automatically with the matching contacts. This keeps your communication organized in one place. If you experience syncing issues, try disconnecting and reconnecting the integration first. If the problem persists, please contact our support team via chat or email for further assistance. # Can I enrich a single lead manually? Source: https://developer.breakcold.com/help/enrichment/can-i-enrich-a-single-lead-manually Yes. You can go to any lead’s profile and click the “Enrich” button. Yes. You can go to any lead’s profile and click the “Enrich” button. As long as there’s a valid email or phone number, Breakcold will pull in additional details (like job title, company, social links, etc.). Can I enrich a single lead manually? screenshot 1

Can I enrich a single lead manually? screenshot 1

# Can I enrich leads during import? Source: https://developer.breakcold.com/help/enrichment/can-i-enrich-leads-during-import Can I enrich leads during import? Yes, as long as you have enrichment automation enabled. ## Can I enrich leads during import? Yes, as long as you have enrichment automation enabled. To do this: * Make sure the automation rule is enabled in Settings > Enrichment > Automation Rules * Ensure your import file includes valid email addresses and/or phone numbers Breakcold will automatically enrich the leads during import if those conditions are met. # Can I enrich multiple leads at once? Source: https://developer.breakcold.com/help/enrichment/can-i-enrich-multiple-leads-at-once Can I enrich multiple leads at once? ✅ Make sure the leads have valid email addresses or phone numbers for enrichment to work. ## Can I enrich multiple leads at once? ✅ Make sure the leads have valid email addresses or phone numbers for enrichment to work. Yes, through bulk enrichment. To do this: 1. Select multiple leads by ticking the box next to each lead , or click “Select All” at the top. 2. Once leads are selected, a bulk action menu will appear. 3. Click “Enrich” from the options to enrich all selected leads at once. Can I enrich multiple leads at once? screenshot 1

Can I enrich multiple leads at once? screenshot 1

# Can I still use enrichment if I'm on a separate plan with Breakcold and BetterContact? Source: https://developer.breakcold.com/help/enrichment/can-i-still-use-enrichment-if-im-on-a-separate-plan-with-breakcold-and-bettercontact Yes, you can still use enrichment even if you're on separate plans with Breakcold and BetterContact. Yes, you can still use enrichment even if you're on separate plans with Breakcold and BetterContact. However, the integration may not be fully automated as it is with the bundle plan. * If you're using separate plans, you might need to manually connect your BetterContact account to Breakcold. * With the bundle plan, the integration and enrichment features are automatically set up and synced between both platforms for a smoother experience. If you’re unsure which setup is best for you, feel free to reach out to our support team for personalized guidance. # Do I need BetterContact to use Enrichment in Breakcold? Source: https://developer.breakcold.com/help/enrichment/do-i-need-bettercontact-to-use-enrichment-in-breakcold Yes, Breakcold uses BetterContact as the enrichment provider, so your account needs to be connected to BetterContact to enable enrichment features. Yes, Breakcold uses BetterContact as the enrichment provider, so your account needs to be connected to BetterContact to enable enrichment features. Without it, you won’t be able to enrich leads automatically. # Does Breakcold enrich leads automatically? Source: https://developer.breakcold.com/help/enrichment/does-breakcold-enrich-leads-automatically Yes. Breakcold can automatically enrich leads based on your configured rules. Yes. Breakcold can automatically enrich leads based on your configured rules. To enable or manage this: 1. Go to [Settings](https://app.breakcold.com/settings/data/enrichment) 2. Click on Enrichment 3. Open the Automation Rules tab 4. Set conditions for when enrichment should trigger automatically (e.g., when a lead is added with an email) Does Breakcold enrich leads automatically? screenshot 1

Does Breakcold enrich leads automatically? screenshot 1

This helps streamline your workflow so enrichment happens without manual input. # Does enrichment work with leads synced from LinkedIn via the extension? Source: https://developer.breakcold.com/help/enrichment/does-enrichment-work-with-leads-synced-from-linkedin-via-the-extension Enrichment works best if the email is available. Enrichment works best if the email is available. Since LinkedIn profiles don’t expose emails directly, enrichment may be limited unless you manually add the lead’s email. # How do I enrich a lead in Breakcold? Source: https://developer.breakcold.com/help/enrichment/how-do-i-enrich-a-lead-in-breakcold How do I enrich a lead in Breakcold? 1. Go to the lead’s profile 2. ## How do I enrich a lead in Breakcold? 1. Go to the lead’s profile 2. Click the “Enrich” button (if enrichment credits are available) 3. The system will try to fetch additional data automatically

How do I enrich a lead in Breakcold? screenshot 1

# How do I know if enrichment worked? Source: https://developer.breakcold.com/help/enrichment/how-do-i-know-if-enrichment-worked When enrichment is successful, new data will automatically appear on the lead’s profile. When enrichment is successful, new data will automatically appear on the lead’s profile. If no new information appears, it's likely the system couldn't match the email or phone number with any available data. You can also check the enrichment status in the [Enrichment History](https://app.breakcold.com/settings/data/enrichment/history). # How to Add More Enrichment Credits (if needed) Source: https://developer.breakcold.com/help/enrichment/how-to-add-more-enrichment-credits-if-needed You can contact support@breakcold.com to request additional enrichment credit or upgrade your account to a bundle plan that includes enrichment. You can contact [support@breakcold.com](mailto:support@breakcold.com) to request additional enrichment credit or upgrade your account to a bundle plan that includes enrichment. If you're using BetterContact separately, you may also be redirected to manage your enrichment directly through their platform, especially if you're on a standalone plan with them. # How to Check if You Have Enrichment Credits Source: https://developer.breakcold.com/help/enrichment/how-to-check-if-you-have-enrichment-credits How to Check if You Have Enrichment Credits 1. ## How to Check if You Have Enrichment Credits 1. Go to Settings in your Breakcold dashboard 2. Look for the Enrichment / BetterContact section 3. You'll see how many enrichment credits are available or remaining 4. If it's not visible, your current plan may not include it — reach out to support to confirm

How to Check if You Have Enrichment Credits screenshot 1

# Enrichment Source: https://developer.breakcold.com/help/enrichment/index Use enrichment, credits, BetterContact, and enrichment automation. Use enrichment, credits, BetterContact, and enrichment automation. Yes. You can go to any lead’s profile and click the “Enrich” button. Can I enrich leads during import? Yes, as long as you have enrichment automation enabled. Can I enrich multiple leads at once? ✅ Make sure the leads have valid email addresses or phone numbers for enrichment to work. Yes, you can still use enrichment even if you're on separate plans with Breakcold and BetterContact. Yes, Breakcold uses BetterContact as the enrichment provider, so your account needs to be connected to BetterContact to enable enrichment features. Yes. Breakcold can automatically enrich leads based on your configured rules. Enrichment works best if the email is available. How do I enrich a lead in Breakcold? 1. Go to the lead’s profile 2. When enrichment is successful, new data will automatically appear on the lead’s profile. You can contact [support@breakcold.com](mailto:support@breakcold.com) to request additional enrichment credit or upgrade your account to a bundle plan that includes enrichment. How to Check if You Have Enrichment Credits 1. It means there wasn’t enough information to match the lead. To enrich a lead, you need at least one of the following: Email address Phone number Note: Name alone is not enough for enrichment to work, it doesn’t provide enough context for... The Enrichment feature in Breakcold helps you automatically pull in extra information about a lead or company, like job title, LinkedIn profile, company name, and more, based on... You can view enrichment status in the History section. # What happens if enrichment doesn’t return any data? Source: https://developer.breakcold.com/help/enrichment/what-happens-if-enrichment-doesnt-return-any-data It means there wasn’t enough information to match the lead. It means there wasn’t enough information to match the lead. Try enriching again later or check if the email/phone is valid. # What info is required for enrichment to work? Source: https://developer.breakcold.com/help/enrichment/what-info-is-required-for-enrichment-to-work To enrich a lead, you need at least one of the following: Email address Phone number Note: Name alone is not enough for enrichment to work, it doesn’t provide enough context for... To enrich a lead, you need at least one of the following: * Email address * Phone number **Note:** Name alone is not enough for enrichment to work, it doesn’t provide enough context for accurate data matching. # What is the Enrichment Feature in Breakcold? Source: https://developer.breakcold.com/help/enrichment/what-is-the-enrichment-feature-in-breakcold The Enrichment feature in Breakcold helps you automatically pull in extra information about a lead or company, like job title, LinkedIn profile, company name, and more, based on... The Enrichment feature in Breakcold helps you automatically pull in extra information about a lead or company, like job title, LinkedIn profile, company name, and more, based on their email address or phone number. This saves time on manual research and improves the quality of your lead data. # Where can I see the enrichment status in Breakcold? Source: https://developer.breakcold.com/help/enrichment/where-can-i-see-the-enrichment-status-in-breakcold You can view enrichment status in the History section. You can view enrichment status in the History section. To access it: 1. Go to Settings 2. Click on Enrichment 3. Navigate to the History tab Here, you'll see your enrichment job history and results, including whether each job was successful, failed, or is still processing. Where can I see the enrichment status in Breakcold? screenshot 1

Where can I see the enrichment status in Breakcold? screenshot 1

# Getting Started Source: https://developer.breakcold.com/help/getting-started/index Start using Breakcold and understand the main product areas. Start using Breakcold and understand the main product areas. What Is Quick Search? Breakcold’s Quick Search is a unified search bar that helps you quickly locate key items across the platform without switching views or menus. # What Is Quick Search? Source: https://developer.breakcold.com/help/getting-started/what-is-quick-search What Is Quick Search? Breakcold’s Quick Search is a unified search bar that helps you quickly locate key items across the platform without switching views or menus. ## What Is Quick Search? Breakcold’s **Quick Search** is a unified search bar that helps you quickly locate key items across the platform without switching views or menus. It’s designed to save time and keep your workflow smooth. *** ## What You Can Search * **People** – Find contacts by name, email, or LinkedIn handle * **Companies** – Search for companies or accounts in your CRM * **Pages** – Jump to internal features or navigation pages quickly * **Help Articles** – Get instant answers from the knowledge base *** ## How It Works * Click on the **search icon** in the sidebar or use a shortcut **Command + K** * Start typing and results appear instantly * Select any result to jump directly to that contact, company, page, or support doc What Is Quick Search? screenshot 1

*** 💡 Tip: Quick Search is your go-to tool when you need to move fast, use it to pull up a lead, access a page, or find support without interrupting your flow. # Adding Twitter(X) profile to Breakcold Source: https://developer.breakcold.com/help/imports-files/adding-twitterx-profile-to-breakcold Hey Breakcolders 👋 We removed X from Breakcold 1 year ago now since Elon bought X. Hey Breakcolders 👋 We removed X from Breakcold 1 year ago now since Elon bought X. API access is now at \$42,000 per month and it doesn't make sense for us to pay that much for 1 integration so we removed it. You can still add/update leads from X using Breakcold's chrome extension. # Can I customize the view of my files? Source: https://developer.breakcold.com/help/imports-files/can-i-customize-the-view-of-my-files Yes, you can switch between grid and list views. Yes, you can switch between grid and list views.

Can I customize the view of my files? screenshot 1

# Can I export activity logs? Source: https://developer.breakcold.com/help/imports-files/can-i-export-activity-logs Not at the moment, exporting activity logs is not supported yet. Not at the moment, exporting activity logs is not supported yet. # Can I filter files by the most recently added? Source: https://developer.breakcold.com/help/imports-files/can-i-filter-files-by-the-most-recently-added Absolutely! You can filter alphabetically, by file size, type, and most recently added. Absolutely! You can filter alphabetically, by file size, type, and most recently added. Can I filter files by the most recently added? screenshot 1

Can I filter files by the most recently added? screenshot 1

# Can I import companies in bulk? Source: https://developer.breakcold.com/help/imports-files/can-i-import-companies-in-bulk Yes, you can. You can import companies in bulk using a CSV file. Yes, you can. You can import companies in bulk using a CSV file. Just go to the Companies tab, click “Import”, and follow the steps to upload your file and map the relevant fields. Can I import companies in bulk? screenshot 1

Can I import companies in bulk? screenshot 1

# Can I rename the file that I uploaded? Source: https://developer.breakcold.com/help/imports-files/can-i-rename-the-file-that-i-uploaded Yes, just hover over the file in grid view. Yes, just hover over the file in grid view. For list view, click on the ellipsis (three dots). You'll see options to rename, download, or delete the file Can I rename the file that I uploaded? screenshot 1

Can I rename the file that I uploaded? screenshot 1

# Can I search for a file by name? Source: https://developer.breakcold.com/help/imports-files/can-i-search-for-a-file-by-name Yes! There’s a dedicated search box in the Files section to help you quickly find files by name. Yes! There’s a dedicated search box in the Files section to help you quickly find files by name. Can I search for a file by name? screenshot 1

Can I search for a file by name? screenshot 1

# Can I upload files to a lead, company, or deal in Breakcold? Source: https://developer.breakcold.com/help/imports-files/can-i-upload-files-to-a-lead-company-or-deal-in-breakcold Yes, you can now upload files directly from any lead, company, or deal profile. Yes, you can now upload files directly from any lead, company, or deal profile. Just go to the profile info section and you’ll see the upload option available there. Can I upload files to a lead, company, or deal in Breakcold? screenshot 1

Can I upload files to a lead, company, or deal in Breakcold? screenshot 1

# How can I import custom fields using a CSV file? Source: https://developer.breakcold.com/help/imports-files/how-can-i-import-custom-fields-using-a-csv-file Importing custom fields via CSV is a simple way to update or add detailed information to your lead or contact database. Importing custom fields via CSV is a simple way to update or add detailed information to your lead or contact database. Follow these steps: ## 1. Prepare Your CSV File * Create a CSV file with clearly labeled column headers. * Include both standard fields (e.g., Name, Email) and any custom fields (e.g., *Icebreaker*, *Referral Source*). ## 2. Start the Import Process * Go to the import section in your system. * Upload your CSV file. How can I import custom fields using a CSV file? screenshot 1

How can I import custom fields using a CSV file? screenshot 1

## 3. Map Your Fields * The system will prompt you to match each CSV column to a corresponding field. * Ensure all columns, especially custom fields, are mapped correctly. How can I import custom fields using a CSV file? screenshot 2

How can I import custom fields using a CSV file? screenshot 2

## 4. Complete the Import * Review the field mapping. * Confirm and finalize the import. # How do I export a list to CSV or Excel? Source: https://developer.breakcold.com/help/imports-files/how-do-i-export-a-list-to-csv-or-excel Look for the “Export” option within the list view. Look for the “Export” option within the list view. Choose the format (CSV or Excel) and download the file to your computer. How do I export a list to CSV or Excel? screenshot 1

How do I export a list to CSV or Excel? screenshot 1

# How do I export companies in Breakcold? Source: https://developer.breakcold.com/help/imports-files/how-do-i-export-companies-in-breakcold To export your companies: 1. Go to the Companies tab in Breakcold 2. To export your companies: 1. Go to the **Companies** tab in Breakcold 2. Click the **three dots (•••)** in the top-right corner 3. Select **Export** 4. A CSV file with your company data will be generated and downloaded How do I export companies in Breakcold? screenshot 1

How do I export companies in Breakcold? screenshot 1

# How Do I Switch Between LinkedIn Profiles? Source: https://developer.breakcold.com/help/imports-files/how-do-i-switch-between-linkedin-profiles You can select which LinkedIn account you want to engage with directly under each post in the feed. You can select which LinkedIn account you want to engage with directly under each post in the feed. This gives you flexibility if you're managing multiple profiles. How Do I Switch Between LinkedIn Profiles? screenshot 1

How Do I Switch Between LinkedIn Profiles? screenshot 1

# Imports & Files Source: https://developer.breakcold.com/help/imports-files/index Import, export, upload, attach, and manage files or CSV data. Import, export, upload, attach, and manage files or CSV data. Hey Breakcolders 👋 We removed X from Breakcold 1 year ago now since Elon bought X. Yes, you can switch between grid and list views. Not at the moment, exporting activity logs is not supported yet. Absolutely! You can filter alphabetically, by file size, type, and most recently added. Yes, you can. You can import companies in bulk using a CSV file. Yes, just hover over the file in grid view. Yes! There’s a dedicated search box in the Files section to help you quickly find files by name. Yes, you can now upload files directly from any lead, company, or deal profile. Importing custom fields via CSV is a simple way to update or add detailed information to your lead or contact database. Look for the “Export” option within the list view. To export your companies: 1. Go to the Companies tab in Breakcold 2. You can select which LinkedIn account you want to engage with directly under each post in the feed. Yes, the standard upload limit is 20MB Yes! You can attach files directly from the Files section within the lead, company, or deal profile. We support PDF, DOC, TXT, RTF, and image files. # Is there a limit when uploading a file? Source: https://developer.breakcold.com/help/imports-files/is-there-a-limit-when-uploading-a-file Yes, the standard upload limit is 20MB Yes, the standard upload limit is 20MB

Is there a limit when uploading a file? screenshot 1

# Is there a way to attach documents to profiles or records? Source: https://developer.breakcold.com/help/imports-files/is-there-a-way-to-attach-documents-to-profiles-or-records Yes! You can attach files directly from the Files section within the lead, company, or deal profile. Yes! You can attach files directly from the Files section within the lead, company, or deal profile. # What file types are supported for uploading? Source: https://developer.breakcold.com/help/imports-files/what-file-types-are-supported-for-uploading We support PDF, DOC, TXT, RTF, and image files. We support PDF, DOC, TXT, RTF, and image files.

What file types are supported for uploading? screenshot 1

# Are there limitations to using variables in templates? Source: https://developer.breakcold.com/help/inbox-messaging/are-there-limitations-to-using-variables-in-templates Variables won’t populate if the field is blank for that specific lead or company, and they don’t work in social inbox messages yet. Variables won’t populate if the field is blank for that specific lead or company, and they don’t work in social inbox messages yet. # Are variables supported in LinkedIn or social message templates? Source: https://developer.breakcold.com/help/inbox-messaging/are-variables-supported-in-linkedin-or-social-message-templates No, variables are not yet supported in social message templates, only email for now. No, variables are not yet supported in social message templates, only email for now. # Can I access lead info from a Social Inbox message? Source: https://developer.breakcold.com/help/inbox-messaging/can-i-access-lead-info-from-a-social-inbox-message Yes, you can. On the top right side of the message, click the drawer icon to expand the view and access the Lead Info section. Yes, you can. On the top right side of the message, click the drawer icon Can I access lead info from a Social Inbox message? screenshot 1

Can I access lead info from a Social Inbox message? screenshot 1

to expand the view and access the Lead Info section. Can I access lead info from a Social Inbox message? screenshot 2

# Can I add a note and tag my team in Social Inbox messages? Source: https://developer.breakcold.com/help/inbox-messaging/can-i-add-a-note-and-tag-my-team-in-social-inbox-messages Yes! You can add internal notes to any message in the Social Inbox located at the bottom of the message. Yes! You can add internal notes to any message in the Social Inbox located at the bottom of the message. To tag a teammate, type `@` followed by their name (e.g., @Arnaud). They’ll get a notification and can respond directly within the message thread. Can I add a note and tag my team in Social Inbox messages? screenshot 1

Can I add a note and tag my team in Social Inbox messages? screenshot 1

# Can I filter my Email and LinkedIn inboxes? Source: https://developer.breakcold.com/help/inbox-messaging/can-i-filter-my-email-and-linkedin-inboxes Yes! You can filter your inboxes by lead list, though the options are more limited than the main dashboard. Yes! You can filter your inboxes by lead list, though the options are more limited than the main dashboard. This helps you quickly prioritize replies and follow-ups. Can I filter my Email and LinkedIn inboxes? screenshot 1

Can I filter my Email and LinkedIn inboxes? screenshot 1

# Can I focus only on my leads instead of all conversations? Source: https://developer.breakcold.com/help/inbox-messaging/can-i-focus-only-on-my-leads-instead-of-all-conversations Yes! To focus only on your leads: Click on the lead focus icon located in the top-right corner of your Inbox view Yes! To focus only on your leads: Click on the lead focus icon Can I focus only on my leads instead of all conversations? screenshot 1

Can I focus only on my leads instead of all conversations? screenshot 1

located in the top-right corner of your Inbox view Can I focus only on my leads instead of all conversations? screenshot 2

# Can I save a reply as a template from the Social Inbox? Source: https://developer.breakcold.com/help/inbox-messaging/can-i-save-a-reply-as-a-template-from-the-social-inbox Yes, you can. When you click Reply, you'll see the "Save as template" option, allowing you to reuse your message in future conversations. Yes, you can. When you click Reply, you'll see the "Save as template" option, allowing you to reuse your message in future conversations. Can I save a reply as a template from the Social Inbox? screenshot 1

Can I save a reply as a template from the Social Inbox? screenshot 1

# Can I save my email as a template? Source: https://developer.breakcold.com/help/inbox-messaging/can-i-save-my-email-as-a-template Can I save my email as a template? Yes, you can save your email as a template for future use. ## Can I save my email as a template? Yes, you can save your email as a template for future use. To do this, click the downward arrow next to the Send button and select Save as Template from the dropdown menu.

Can I save my email as a template? screenshot 1

# Can I schedule my email in the inbox? Source: https://developer.breakcold.com/help/inbox-messaging/can-i-schedule-my-email-in-the-inbox Yes, you can schedule your email to be sent at a later time. Yes, you can schedule your email to be sent at a later time. To do this, click Compose and fill in all the necessary fields, including the From address, To address, Subject, and the Body of your email. Once everything is ready, click the Send button Can I schedule my email in the inbox? screenshot 1

Can I schedule my email in the inbox? screenshot 1

to send it now or click on the arrow down (v) Schedule Send. Choose your preferred time to schedule the email. Can I schedule my email in the inbox? screenshot 2

Can I schedule my email in the inbox? screenshot 2

# Can I submit a support ticket? Source: https://developer.breakcold.com/help/inbox-messaging/can-i-submit-a-support-ticket Yes, absolutely! You can submit a support ticket by emailing us at support@breakcold.com or through the chat channel on our app. Yes, absolutely! You can submit a support ticket by emailing us at **[support@breakcold.com](mailto:support@breakcold.com)** or through the chat channel on our app. # Can I switch to other inboxes my team has given me access to in the Social Inbox? Source: https://developer.breakcold.com/help/inbox-messaging/can-i-switch-to-other-inboxes-my-team-has-given-me-access-to-in-the-social-inbox Yes! From the My Inbox section, you’ll see this customize icon on the right side. Yes! From the My Inbox section, you’ll see this customize icon on the right side. Click it to select the social inbox account you want to access as long as you have the proper permissions. Can I switch to other inboxes my team has given me access to in the Social Inbox? screenshot 1

Can I switch to other inboxes my team has given me access to in the Social Inbox? screenshot 1

# Can I use custom and native variables in the email template? Source: https://developer.breakcold.com/help/inbox-messaging/can-i-use-custom-and-native-variables-in-the-email-template Yes, you can use both custom and native variables in your email templates. Yes, you can use both custom and native variables in your email templates. # Can I use templates inside the LinkedIn inbox within Breakcold? Source: https://developer.breakcold.com/help/inbox-messaging/can-i-use-templates-inside-the-linkedin-inbox-within-breakcold Yes, but keep in mind that variables in templates won’t populate in LinkedIn messages Yes, but keep in mind that variables in templates won’t populate in LinkedIn messages # Can I use variables when composing an email from the general inbox? Source: https://developer.breakcold.com/help/inbox-messaging/can-i-use-variables-when-composing-an-email-from-the-general-inbox Can I use variables when composing an email from the general inbox? ## Can I use variables when composing an email from the general inbox? No, variables are only available when composing an email from the lead's profile. This allows the system to autofill the variable fields with the corresponding lead information.

Can I use variables when composing an email from the general inbox? screenshot 1

# How can I access the templates I created and saved in my Social Inbox? Source: https://developer.breakcold.com/help/inbox-messaging/how-can-i-access-the-templates-i-created-and-saved-in-my-social-inbox Yes, you can access them easily. In the reply message box, click the bookmark icon to open the list of your saved templates. Yes, you can access them easily. In the reply message box, click the bookmark icon How can I access the templates I created and saved in my Social Inbox? screenshot 1

How can I access the templates I created and saved in my Social Inbox? screenshot 1

to open the list of your saved templates. From there, you can insert or manage them as needed. How can I access the templates I created and saved in my Social Inbox? screenshot 2

How can I access the templates I created and saved in my Social Inbox? screenshot 2

# How Can I Authorize My Team to Access My Email? Source: https://developer.breakcold.com/help/inbox-messaging/how-can-i-authorize-my-team-to-access-my-email How Can I Authorize My Team to Access My Email? ## How Can I Authorize My Team to Access My Email? To update your team’s access: **Step 1:** Go to the **Email Account** section. **Step 2:** Find the **Authorization Level** settings. **Step 3:** Choose the appropriate access level for your team.

How Can I Authorize My Team to Access My Email? screenshot 1

# How can I filter messages in my Social Inbox? Source: https://developer.breakcold.com/help/inbox-messaging/how-can-i-filter-messages-in-my-social-inbox You can use the filter menu to narrow down messages based on status, tags, reply activity, owners, date range, and connected accounts. You can use the filter menu to narrow down messages based on status, tags, reply activity, owners, date range, and connected accounts. Click the filter icon at the top left of the inbox to access these options.

How can I filter messages in my Social Inbox? screenshot 1

# How can I filter messages in my Social Inbox for leads only? Source: https://developer.breakcold.com/help/inbox-messaging/how-can-i-filter-messages-in-my-social-inbox-for-leads-only You can filter messages for leads only by clicking the Lead Focus icon in your Social Inbox. You can filter messages for leads only by clicking the Lead Focus icon How can I filter messages in my Social Inbox for leads only? screenshot 1

How can I filter messages in my Social Inbox for leads only? screenshot 1

in your Social Inbox. This will narrow down the view to show conversations with leads only, helping you stay focused on high-priority contacts. How can I filter messages in my Social Inbox for leads only? screenshot 2

How can I filter messages in my Social Inbox for leads only? screenshot 2

# How can I find only important messages in my social inbox? Source: https://developer.breakcold.com/help/inbox-messaging/how-can-i-find-only-important-messages-in-my-social-inbox Select “Only important” from the filter menu to show messages that are marked as high priority. Select “Only important” from the filter menu to show messages that are marked as high priority. How can I find only important messages in my social inbox? screenshot 1

How can I find only important messages in my social inbox? screenshot 1

# How can I mark a message as done? Source: https://developer.breakcold.com/help/inbox-messaging/how-can-i-mark-a-message-as-done Yes. When a conversation is resolved or no longer needs follow-up, you can mark it as Done. Yes. When a conversation is resolved or no longer needs follow-up, you can mark it as Done. This helps keep your inbox clean and focused. Go to the specific message you want to mark as done. Then, at the bottom right corner of the email, you’ll see the 'Mark as done' option How can I mark a message as done? screenshot 1

How can I mark a message as done? screenshot 1

# How can I mark messages as important? Source: https://developer.breakcold.com/help/inbox-messaging/how-can-i-mark-messages-as-important You can mark a message as important by clicking the star icon ⭐️ at the top or bottom of the message. You can mark a message as important by clicking the star icon ⭐️ at the top or bottom of the message. This helps you prioritize key conversations and easily filter them later using the “Only important” filter. How can I mark messages as important? screenshot 1

How can I mark messages as important? screenshot 1

# How Can I Search Messages by Contact or Lead Name in the Inbox? Source: https://developer.breakcold.com/help/inbox-messaging/how-can-i-search-messages-by-contact-or-lead-name-in-the-inbox How Can I Search Messages by Contact or Lead Name in the Inbox? ## How Can I Search Messages by Contact or Lead Name in the Inbox? In the inbox, you can search by the contact or lead name to pull up all messages associated with that specific person. Just enter the contact or lead name in the search bar

How Can I Search Messages by Contact or Lead Name in the Inbox? screenshot 1

, and you’ll see the relevant conversations quickly and easily. How Can I Search Messages by Contact or Lead Name in the Inbox? screenshot 2

# How can I send my email, WhatsApp, LinkedIn, and Telegram messages from the lead view? Source: https://developer.breakcold.com/help/inbox-messaging/how-can-i-send-my-email-whatsapp-linkedin-and-telegram-messages-from-the-lead-view You can send them under the Overview section. You can send them under the Overview section. Go to Last Interaction, and you’ll see a Compose option where you can choose the channel (Email, WhatsApp, LinkedIn, or Telegram) How can I send my email, WhatsApp, LinkedIn, and Telegram messages from the lead view? screenshot 1

How can I send my email, WhatsApp, LinkedIn, and Telegram messages from the lead view? screenshot 1

# How do I create a message or email template in Breakcold? Source: https://developer.breakcold.com/help/inbox-messaging/how-do-i-create-a-message-or-email-template-in-breakcold Go to your Settings → Templates, then choose between Email or Message types. Go to your [Settings → Templates](https://app.breakcold.com/settings/templates), then choose between Email or Message types. From there, you can insert your content and variables. You can also access templates directly from the message box in the Social Inbox or General Inbox by clicking on the bookmark icon. Please note that variables in message templates are not yet supported in the Social Inbox. # How do I view only messages that haven’t been replied to? Source: https://developer.breakcold.com/help/inbox-messaging/how-do-i-view-only-messages-that-havent-been-replied-to Use the “Has not replied” filter from the menu or at the top of the Social Inbox. Use the “Has not replied” filter from the menu or at the top of the Social Inbox. This helps you focus on leads or conversations that still require a response. How do I view only messages that haven’t been replied to? screenshot 1

How do I view only messages that haven’t been replied to? screenshot 1

# How does “Last Interaction” work? Source: https://developer.breakcold.com/help/inbox-messaging/how-does-last-interaction-work It tracks new interactions only, emails and direct messages that are sent, and the data refreshes every 24 hours. It tracks new interactions only, emails and direct messages that are sent, and the data refreshes every 24 hours. We’re working on making it retroactive, so it will eventually include past interactions as well. How does “Last Interaction” work? screenshot 1

How does “Last Interaction” work? screenshot 1

# How to Connect a GSuite Account Source: https://developer.breakcold.com/help/inbox-messaging/how-to-connect-a-gsuite-account How to Connect a GSuite Account Choose the OAuth method when setting up the connection. # How to Connect a GSuite Account ## Choose the OAuth method when setting up the connection.

How to Connect a GSuite Account screenshot 1

## Add a New App (Breakcold) in Google Admin Console ⚠️ **Note:** You need to have **admin access** to perform this step. 1. Log in to your Google Admin Console Go to [admin.google.com](https://admin.google.com) and sign in with your super admin account. 2. Navigate to Security > API Controls 3. Under App access control, click “Manage Third-Party App Access” 4. Click “Add app” > “OAuth App Name or Client ID” 5. Paste the Client ID *`489575096070-qrtdp46onl5tfun20he2evka96ed6tvq.apps.googleusercontent.com`* then click Search 6. Once the app appears, click Select 7. Set access permissions (e.g., Trusted, Blocked, or Limited), then click Continue 8. Click Finish to save the configuration How to Connect a GSuite Account screenshot 2

How to Connect a GSuite Account screenshot 2

How to Connect a GSuite Account screenshot 3

# How to Connect an Outlook Account Source: https://developer.breakcold.com/help/inbox-messaging/how-to-connect-an-outlook-account How to Connect an Outlook Account Connecting your Outlook account is easy, just follow these steps: 1. ## How to Connect an Outlook Account **Connecting your Outlook account is easy, just follow these steps:** 1. Make sure your Outlook login credentials are correct. 2. Start the connection process by entering your email and password. 3. You’ll be prompted to enable an authentication method, this could be SMS, PIN, or another option provided by Microsoft. Once completed, your account should connect smoothly! How to Connect an Outlook Account screenshot 1

How to Connect an Outlook Account screenshot 1

How to Connect an Outlook Account screenshot 2

# How to Connect an SMTP/IMAP Account Source: https://developer.breakcold.com/help/inbox-messaging/how-to-connect-an-smtpimap-account Common Mistakes to Avoid Not verifying SMTP/IMAP ports and hostnames with your email provider — always check their official settings. **Common Mistakes to Avoid** * Not verifying SMTP/IMAP ports and hostnames with your email provider — always check their official settings. * Using the wrong password — make sure it’s 100% correct, especially if you're using an app password. **Most Commonly Used and Working Settings** * **SMTP**: Port **465** with **SSL** **IMAP**: Port **993** with **SSL** * **SMTP**: Port **587** with **SSL** **IMAP**: Port **993** with **SSL** ## How to Connect an SMTP/IMAP Account To connect your email account, make sure you: 1. **Use the correct server settings** from your email provider. 2. **Double-check your password** — it must be exactly right. 3. **Tick the SSL box** if you're using secure ports.

How to Connect an SMTP/IMAP Account screenshot 1

# How to connect your Gmail Source: https://developer.breakcold.com/help/inbox-messaging/how-to-connect-your-gmail To connect your regular Gmail account, go to the Security section of your Google Account. To connect your regular Gmail account, go to the [Security](https://myaccount.google.com/security) section of your Google Account. There, make sure to: * **Enable Two-Factor Authentication (2FA)** How to connect your Gmail screenshot 1

* **Create an App Password** Use the generated app password to connect your Gmail to Breakcold. How to connect your Gmail screenshot 2

* **Once done, paste the 16-digit app password — and you’re all set!** How to connect your Gmail screenshot 3

# How to Integrate WhatsApp Source: https://developer.breakcold.com/help/inbox-messaging/how-to-integrate-whatsapp How to Integrate WhatsApp Go to Accounts, then click and select Whatsapp from the dropdown list. **How to Integrate WhatsApp** Go to [Accounts](https://app.breakcold.com/accounts?page=0), then click How to Integrate WhatsApp screenshot 1

and select Whatsapp from the dropdown list. How to Integrate WhatsApp screenshot 2

* You’ll be prompted with a QR code — on WhatsApp, go to **“Scan Code”** to scan it. After scanning, a page will pop up where you can click **“Link Device”** to complete the connection. How to Integrate WhatsApp screenshot 3

You can go back to your [Account settings](https://app.breakcold.com/accounts?page=0) [](https://app.breakcold.com/accounts?page=0)and update the **access level** if needed. How to Integrate WhatsApp screenshot 4

⚠️ Note: Permission access is set to 'No Access' by default. # Related Topics * How to integrate other messaging platforms with Breakcold * Troubleshooting social account connection issues # How to link your Telegram account? Source: https://developer.breakcold.com/help/inbox-messaging/how-to-link-your-telegram-account How to link your Telegram account? Go to Accounts, then click and select Telegram from the dropdown list. ### How to link your Telegram account? Go to [Accounts](https://app.breakcold.com/accounts?page=0), then click

How to link your Telegram account? screenshot 1

and select Telegram from the dropdown list. How to link your Telegram account? screenshot 2

* You’ll be prompted to enter your **2FA password** if it’s enabled — or you can **click "Skip"** if you don’t have it activated. How to link your Telegram account? screenshot 3

How to link your Telegram account? screenshot 3

* A QR code will appear — just follow the steps in your Telegram app to complete the setup. How to link your Telegram account? screenshot 4

* You can go back to your [Account settings](https://app.breakcold.com/accounts?page=0) [](https://app.breakcold.com/accounts?page=0)and update the **access level** if needed. How to link your Telegram account? screenshot 5

How to link your Telegram account? screenshot 5

⚠️ Note: Permission access is set to 'No Access' by default. # How to Set Up Your Email Signature? Source: https://developer.breakcold.com/help/inbox-messaging/how-to-set-up-your-email-signature ⚠️ Important: If you're using an HTML signature , make sure to leave HTML mode ON turning it off will break your formatting. ⚠️ **Important:** If you're using an **HTML signature**, make sure to **leave HTML mode ON** turning it off will break your formatting. ## Step-by-Step Instructions: **Step 1:** Go to **Accounts** and select your email account. **Step 2:** Scroll down to the **Email Signature** section. **Step 3:** Write or paste your signature, then **save**. How to Set Up Your Email Signature? screenshot 1

How to Set Up Your Email Signature? screenshot 1

# How to Use Variables in the Email Signature Box Source: https://developer.breakcold.com/help/inbox-messaging/how-to-use-variables-in-the-email-signature-box How to Use Variables in the Email Signature Box To insert a variable (like first name, company name, etc.), just type the / symbol in the signature box. ### How to Use Variables in the Email Signature Box To insert a variable (like first name, company name, etc.), just **type the `/` symbol** in the signature box. A list of available variables will appear — choose the one you want to include.

How to Use Variables in the Email Signature Box screenshot 1

# I activated SMTP on my Outlook account but still get a "disabled" message. What should I do? Source: https://developer.breakcold.com/help/inbox-messaging/i-activated-smtp-on-my-outlook-account-but-still-get-a-disabled-message-what-should-i-do If you’ve enabled SMTP in Outlook but still see a "disabled" message, try these steps: 1. If you’ve enabled SMTP in Outlook but still see a "disabled" message, try these steps: 1. Double-check that SMTP is fully enabled in your Outlook account settings. 2. Make sure you’ve entered the correct SMTP server address and port in Breakcold. 3. Verify your credentials (email and app password, if required) are correct. 4. Some email providers require you to generate an app-specific password for SMTP—make sure you’ve done this if needed. 5. Restart Breakcold and try reconnecting your email. For detailed guidance, you can refer to Microsoft’s official documentation on [SMTP settings for Outlook](https://learn.microsoft.com/en-us/exchange/mail-flow-best-practices/how-to-set-up-a-multifunction-device-or-application-to-send-email-using-microsoft-365-or-office-365). # I can't see my messages in the Social Inbox. What should I do? Source: https://developer.breakcold.com/help/inbox-messaging/i-cant-see-my-messages-in-the-social-inbox-what-should-i-do If you're unable to see your messages, try the following steps: 1. If you're unable to see your messages, try the following steps: 1. Check for active filters – Make sure no filters (like tags, owners, or status) are hiding your messages. 2. Click the refresh icon to reload your inbox. 3. Ensure you're in the "To Do" section – Messages will only appear here until marked as done. 4. Check your connection status: * If it's disconnected, reconnect your social account from Settings > Accounts. * If it's connected, try deleting and reconnecting the account to refresh synchronization. 5. Check your LinkedIn connection: * LinkedIn accounts automatically disconnect after 7 days of inactivity to save system resources. * You may need to reconnect the account manually. 6. Verify permission settings: * By default, only the LinkedIn account owner has access. * If you're a team member, the owner must manually grant you access via Settings > Accounts. * Ensure the access level is correctly configured. If all the above steps are confirmed and you're still not seeing your messages, try deleting the LinkedIn connection and reconnecting it once more. I can't see my messages in the Social Inbox. What should I do? screenshot 1

I can't see my messages in the Social Inbox. What should I do? screenshot 1

Still having issues? Feel free to reach out to [support@breakcold.com](mailto:support@breakcold.com) for further help. # Inbox & Messaging Source: https://developer.breakcold.com/help/inbox-messaging/index Manage inboxes, messages, email accounts, signatures, and templates. Manage inboxes, messages, email accounts, signatures, and templates. Variables won’t populate if the field is blank for that specific lead or company, and they don’t work in social inbox messages yet. No, variables are not yet supported in social message templates, only email for now. Yes, you can. On the top right side of the message, click the drawer icon to expand the view and access the Lead Info section. Yes! You can add internal notes to any message in the Social Inbox located at the bottom of the message. Yes! You can filter your inboxes by lead list, though the options are more limited than the main dashboard. Yes! To focus only on your leads: Click on the lead focus icon located in the top-right corner of your Inbox view Yes, you can. When you click Reply, you'll see the "Save as template" option, allowing you to reuse your message in future conversations. Can I save my email as a template? Yes, you can save your email as a template for future use. Yes, you can schedule your email to be sent at a later time. Yes, absolutely! You can submit a support ticket by emailing us at [support@breakcold.com](mailto:support@breakcold.com) or through the chat channel on our app. Yes! From the My Inbox section, you’ll see this customize icon on the right side. Yes, you can use both custom and native variables in your email templates. Yes, but keep in mind that variables in templates won’t populate in LinkedIn messages Can I use variables when composing an email from the general inbox? Yes, you can access them easily. In the reply message box, click the bookmark icon to open the list of your saved templates. How Can I Authorize My Team to Access My Email? You can filter messages for leads only by clicking the Lead Focus icon in your Social Inbox. You can use the filter menu to narrow down messages based on status, tags, reply activity, owners, date range, and connected accounts. Select “Only important” from the filter menu to show messages that are marked as high priority. Yes. When a conversation is resolved or no longer needs follow-up, you can mark it as Done. You can mark a message as important by clicking the star icon ⭐️ at the top or bottom of the message. How Can I Search Messages by Contact or Lead Name in the Inbox? You can send them under the Overview section. Go to your Settings → Templates, then choose between Email or Message types. Use the “Has not replied” filter from the menu or at the top of the Social Inbox. It tracks new interactions only, emails and direct messages that are sent, and the data refreshes every 24 hours. How to Connect a GSuite Account Choose the OAuth method when setting up the connection. How to Connect an Outlook Account Connecting your Outlook account is easy, just follow these steps: 1. Common Mistakes to Avoid Not verifying SMTP/IMAP ports and hostnames with your email provider — always check their official settings. To connect your regular Gmail account, go to the Security section of your Google Account. How to Integrate WhatsApp Go to Accounts, then click and select Whatsapp from the dropdown list. How to link your Telegram account? Go to Accounts, then click and select Telegram from the dropdown list. ⚠️ Important: If you're using an HTML signature , make sure to leave HTML mode ON turning it off will break your formatting. How to Use Variables in the Email Signature Box To insert a variable (like first name, company name, etc.), just type the / symbol in the signature box. If you’ve enabled SMTP in Outlook but still see a "disabled" message, try these steps: 1. If you're unable to see your messages, try the following steps: 1. What Are the Access Levels on Your Email Account? This allows you to view messages from a specific time period. The refresh button in the inbox is typically used to: Manually update your inbox to check for and display the latest messages. You may see a warning message, as this is not currently supported My Inbox displays messages that are assigned to you . What is the 'Activity' Section The Activity section in Breakcold gives you a complete timeline of everything that’s happened with your leads — all in one place. Note: For security reasons, you must sign out and sign back in before you can change your email address. Where can I manage my email, LinkedIn, WhatsApp, and Telegram accounts? You see the "Create Lead" option when the contact messaging you hasn’t been converted into a lead or added as a lead in your CRM yet. Yes, when the recipient replies, the conversation will return to your To-do section # What Are the Access Levels on Your Email/Whatsapp/Linkedin/Telegram Account? Source: https://developer.breakcold.com/help/inbox-messaging/what-are-the-access-levels-on-your-emailwhatsapplinkedintelegram-account What Are the Access Levels on Your Email Account? ## What Are the Access Levels on Your Email Account? ⚠️ **Note:** By default, access is set to **No Access**. You can control how much access your team has to your email by choosing one of the following levels: * **No Access** – Only you can view and manage your emails. * **Read Only** – Team members can view your emails but cannot take any action. * **Read and Send** – Team members can view your emails and reply on your behalf. * **Full Access** – Team members can fully manage your email account and all messages. What Are the Access Levels on Your Email/Whatsapp/Linkedin/Telegram Account? screenshot 1

What Are the Access Levels on Your Email/Whatsapp/Linkedin/Telegram Account? screenshot 1

# What does the “Date range” filter do? Source: https://developer.breakcold.com/help/inbox-messaging/what-does-the-date-range-filter-do This allows you to view messages from a specific time period. This allows you to view messages from a specific time period. Just select a custom date range to narrow down your inbox view. # What does the Refresh button in the inbox do? Source: https://developer.breakcold.com/help/inbox-messaging/what-does-the-refresh-button-in-the-inbox-do The refresh button in the inbox is typically used to: Manually update your inbox to check for and display the latest messages. The refresh button What does the Refresh button in the inbox do? screenshot 1

What does the Refresh button in the inbox do? screenshot 1

in the inbox is typically used to: Manually update your inbox to check for and display the latest messages. This ensures that any new emails, chats, or lead messages that have arrived since your last automatic update are immediately shown without needing to reload the entire page. What does the Refresh button in the inbox do? screenshot 2

What does the Refresh button in the inbox do? screenshot 2

# What happens if I add a variable directly in the message box (not using a template)? Source: https://developer.breakcold.com/help/inbox-messaging/what-happens-if-i-add-a-variable-directly-in-the-message-box-not-using-a-template You may see a warning message, as this is not currently supported You may see a warning message, as this is not currently supported # What is “My Inbox”? Source: https://developer.breakcold.com/help/inbox-messaging/what-is-my-inbox My Inbox displays messages that are assigned to you . **My Inbox** displays messages that are **assigned to you**. It helps you stay focused on the conversations you’re responsible for, separate from the full team inbox. # What is the 'Activity' Section in Breakcold? Source: https://developer.breakcold.com/help/inbox-messaging/what-is-the-activity-section-in-breakcold What is the 'Activity' Section The Activity section in Breakcold gives you a complete timeline of everything that’s happened with your leads — all in one place. ## What is the 'Activity' Section The **Activity** section in Breakcold gives you a complete timeline of everything that’s happened with your leads — all in one place. You can find it by going to your **Unified Inboxes** and clicking the **Activity icon**

What is the 'Activity' Section in Breakcold? screenshot 1

on the right side panel. It includes: * Social interactions (like LinkedIn messages) * Email conversations (sent, opened, or replied) * Notes you’ve added * Campaign updates and lead actions and more This view helps you stay on top of your outreach by giving you a clear picture of your engagement history with each lead. Whether you're following up or planning your next move, the Activity section keeps you informed and organized. ## Feature Preview What is the 'Activity' Section in Breakcold? screenshot 2

What is the 'Activity' Section in Breakcold? screenshot 2

# Where can I change my email? Source: https://developer.breakcold.com/help/inbox-messaging/where-can-i-change-my-email Note: For security reasons, you must sign out and sign back in before you can change your email address. **Note:** For security reasons, you must sign out and sign back in before you can change your email address. ## To Update Your Registered Email Address You can change the email address associated with your Breakcold account from this section. Where can I change my email? screenshot 1

Where can I change my email? screenshot 1

# Where can I manage my email, LinkedIn, WhatsApp, and Telegram accounts? Source: https://developer.breakcold.com/help/inbox-messaging/where-can-i-manage-my-email-linkedin-whatsapp-and-telegram-accounts Where can I manage my email, LinkedIn, WhatsApp, and Telegram accounts? ## Where can I manage my email, LinkedIn, WhatsApp, and Telegram accounts? Go to **Settings > Accounts**, then to manage an already connected account, simply click on it from the list and adjust the settings as needed.

Where can I manage my email, LinkedIn, WhatsApp, and Telegram accounts? screenshot 1

# Why do I see a "Create Lead" button in my Social Inbox messages? Source: https://developer.breakcold.com/help/inbox-messaging/why-do-i-see-a-create-lead-button-in-my-social-inbox-messages You see the "Create Lead" option when the contact messaging you hasn’t been converted into a lead or added as a lead in your CRM yet. You see the "Create Lead" option when the contact messaging you hasn’t been converted into a lead or added as a lead in your CRM yet. Clicking it will let you quickly create a lead profile from that conversation. Why do I see a "Create Lead" button in my Social Inbox messages? screenshot 1

Why do I see a "Create Lead" button in my Social Inbox messages? screenshot 1

# Will a message I mark Done in the inbox bounce back to To-do when the recipient replies? Source: https://developer.breakcold.com/help/inbox-messaging/will-a-message-i-mark-done-in-the-inbox-bounce-back-to-to-do-when-the-recipient-replies Yes, when the recipient replies, the conversation will return to your To-do section Yes, when the recipient replies, the conversation will return to your To-do section # Breakcold Support Help Center Source: https://developer.breakcold.com/help/index Support documentation only for the Breakcold web app at app.breakcold.com. This support help center is only for the Breakcold web app at [app.breakcold.com](https://app.breakcold.com). It is written for people using Breakcold to manage CRM workflows, messaging, LinkedIn, integrations, billing, and troubleshooting. ## What do you need help with? Choose the area closest to what you are trying to do. Each section contains short answers and step-by-step product guides. Start with the basics, navigation, and first settings. Connect email, LinkedIn, WhatsApp, Telegram, signatures, and templates. Import contacts, manage lists, use tags, and keep records clean. Find invoices, plans, seats, cancellation, and login help. Install the extension, connect LinkedIn, and fix sync issues. Troubleshoot missing data, stuck connections, and unexpected errors. ## Browse all support topics Start using Breakcold and understand the main product areas. 1 article. Manage plans, billing, invoices, cancellation, and account access. 25 articles. Configure workspaces, organizations, roles, members, and preferences. 22 articles. Work with leads, contacts, companies, tags, lists, attributes, and duplicates. 79 articles. Use pipelines, deals, stages, values, currencies, and deal bulk actions. 36 articles. Manage inboxes, messages, email accounts, signatures, and templates. 46 articles. Connect LinkedIn, use the Chrome extension, and keep accounts synced. 29 articles. Track social posts, engagement feeds, comments, and engagement workflows. 15 articles. Handle tasks, reminders, activity history, notifications, and done states. 22 articles. Use enrichment, credits, BetterContact, and enrichment automation. 15 articles. Connect integrations, use webhooks, and find API resources. 30 articles. Understand CRM, pipeline, communication, and social analytics. 3 articles. Import, export, upload, attach, and manage files or CSV data. 15 articles. Fix stuck states, missing data, connection issues, and unexpected errors. 4 articles. ## For developers Use the Breakcold API, webhooks, and API reference. # Are custom attributes available in the API, Zapier, and Make? Source: https://developer.breakcold.com/help/integrations-api/are-custom-attributes-available-in-the-api-zapier-and-make Yes — custom attributes are now fully supported in our API , as well as Zapier and Make integrations. Yes — custom attributes are now fully supported in our **API**, as well as **Zapier** and **Make** integrations. ⚠️ Note: If you don’t see certain fields in Zapier/Make, it may be because those platforms don’t yet support the specific field type. # Are Fireflies call transcripts saved as activities in Breakcold? Source: https://developer.breakcold.com/help/integrations-api/are-fireflies-call-transcripts-saved-as-activities-in-breakcold Yes, once synced, the meeting will appear in the Activity section of the lead, and the full transcript will be available under the Meetings tab. Yes, once synced, the meeting will appear in the Activity section of the lead, and the full transcript will be available under the Meetings tab. Are Fireflies call transcripts saved as activities in Breakcold? screenshot 1

Are Fireflies call transcripts saved as activities in Breakcold? screenshot 1

Are Fireflies call transcripts saved as activities in Breakcold? screenshot 2

# Can Fireflies automatically create tasks based on the meeting? Source: https://developer.breakcold.com/help/integrations-api/can-fireflies-automatically-create-tasks-based-on-the-meeting Yes, Fireflies can create tasks from meeting action items, and these tasks will be synced directly into Breakcold. Yes, Fireflies can create tasks from meeting action items, and these tasks will be synced directly into Breakcold. Can Fireflies automatically create tasks based on the meeting? screenshot 1

Can Fireflies automatically create tasks based on the meeting? screenshot 1

# Can I add my previous meetings in Fireflies.ai to Breakcold? Source: https://developer.breakcold.com/help/integrations-api/can-i-add-my-previous-meetings-in-firefliesai-to-breakcold Yes! You can sync your past meetings from Fireflies.ai to Breakcold by using the resync or import feature in Fireflies. Yes! You can sync your past meetings from Fireflies.ai to Breakcold by using the resync or import feature in Fireflies. This will push your previous meeting transcripts and notes into Breakcold’s activity feed. *Note: This feature is available on Fireflies’ paid plans.* # Can I disconnect or change my AI notetaker API key after setup? Source: https://developer.breakcold.com/help/integrations-api/can-i-disconnect-or-change-my-ai-notetaker-api-key-after-setup Yes, you can update or remove your API key anytime in the Breakcold integration settings. Yes, you can update or remove your API key anytime in the Breakcold integration settings. # Can I speed up the transcript syncing process? Source: https://developer.breakcold.com/help/integrations-api/can-i-speed-up-the-transcript-syncing-process Yes, by creating a webhook URL in Breakcold and connecting it to your AI notetaker, transcripts can sync in about 10 to 20 minutes. Yes, by creating a webhook URL in Breakcold and connecting it to your AI notetaker, transcripts can sync in about 10 to 20 minutes. # Do I need a paid Fireflies.ai plan for this integration? Source: https://developer.breakcold.com/help/integrations-api/do-i-need-a-paid-firefliesai-plan-for-this-integration Yes Yes # Do you have Webhook? Source: https://developer.breakcold.com/help/integrations-api/do-you-have-webhook YES. You can set up webhook on this page and this is the related doc. YES. You can set up [webhook](https://app.breakcold.com/settings/developer/webhook) on this page and this is the [related doc](https://breakcold.readme.io/reference/post_space-webhooks). If you're a beginner we don't recommend you to use webhook but this video might help you: [Watch the video](https://www.youtube.com/embed/aw544iFGJPk) # How do I connect my Fireflies account to Breakcold? Source: https://developer.breakcold.com/help/integrations-api/how-do-i-connect-my-fireflies-account-to-breakcold Simply copy your API key from your AI notetaker and paste it into the Breakcold integration settings. Simply copy your API key from your AI notetaker and paste it into the Breakcold integration settings. How do I connect my Fireflies account to Breakcold? screenshot 1

How do I connect my Fireflies account to Breakcold? screenshot 1

For a full step-by-step walkthrough, check out this video: [Watch here](https://www.youtube.com/watch?v=qBDW8InmDPk\&t=177s) [Watch the video](https://www.youtube.com/embed/qBDW8InmDPk) # How often do transcripts sync automatically? Source: https://developer.breakcold.com/help/integrations-api/how-often-do-transcripts-sync-automatically Transcripts sync every 3 hours by default. Transcripts sync every 3 hours by default. # How reliable is the sync between my AI notetaker and Breakcold? Source: https://developer.breakcold.com/help/integrations-api/how-reliable-is-the-sync-between-my-ai-notetaker-and-breakcold It’s very reliable, especially when using the webhook feature for faster updates. It’s very reliable, especially when using the webhook feature for faster updates. # How to utilise the Make Integration Source: https://developer.breakcold.com/help/integrations-api/how-to-utilise-the-make-integration You asked for it (massively), we did it! ⚔️ Hey Breakcolders 😎 We finally released our Make integration. You asked for it (massively), we did it! ⚔️ Hey Breakcolders 😎 We finally released our Make integration. Here's a video that summarize one of the most important actions that you can do with this integration 👇 [Watch recap video](https://www.youtube.com/watch?v=DTlhPebKJoc) [ How to utilise the Make Integration screenshot 1

How to utilise the Make Integration screenshot 1

](https://youtu.be/DTlhPebKJoc?feature=shared) PS: subscribe to the YT channel 🙏 ## 1°) Why adding Make? Make is the number 1 alternative to Zapier when it comes to what you can achieve and pricing (much cheaper than Zapier). How to utilise the Make Integration screenshot 2

How to utilise the Make Integration screenshot 2

The action trigger that you'll probably use the most is new lead. How to utilise the Make Integration screenshot 3

As for actions, create or Update lead is the go to. How to utilise the Make Integration screenshot 4

## 2°) Ideas of Make workflows * when a lead form is submitted on WEBFLOW/TALLY/CLICKFUNNELS/OTHER (1), create a lead inside Breakcold (2) * when someone books a meeting on my CALENDLY/CAL.COM (1), create or update leads (2) Here's also a workflow idea that I designed for one of our customers 👇 How to utilise the Make Integration screenshot 5

How to utilise the Make Integration screenshot 5

## 3°) What's next? * CRM analytics * Custom Fields rework (and included in API, Zapier, Make etc) # Integrations & API Source: https://developer.breakcold.com/help/integrations-api/index Connect integrations, use webhooks, and find API resources. Connect integrations, use webhooks, and find API resources. Yes — custom attributes are now fully supported in our API , as well as Zapier and Make integrations. Yes, once synced, the meeting will appear in the Activity section of the lead, and the full transcript will be available under the Meetings tab. Yes, Fireflies can create tasks from meeting action items, and these tasks will be synced directly into Breakcold. Yes! You can sync your past meetings from Fireflies.ai to Breakcold by using the resync or import feature in Fireflies. Yes, you can update or remove your API key anytime in the Breakcold integration settings. Yes, by creating a webhook URL in Breakcold and connecting it to your AI notetaker, transcripts can sync in about 10 to 20 minutes. Yes YES. You can set up webhook on this page and this is the related doc. Simply copy your API key from your AI notetaker and paste it into the Breakcold integration settings. Transcripts sync every 3 hours by default. It’s very reliable, especially when using the webhook feature for faster updates. You asked for it (massively), we did it! ⚔️ Hey Breakcolders 😎 We finally released our Make integration. Yes , activity is synced across integrations like Gmail and LinkedIn, as long as the integrations are properly connected. By default, yes up to 3 hours. But with the webhook setup, this delay is reduced to 10–20 minutes. Yes, it’s available to all plans. You can find and integrate it through the App Store along with other available apps. No, using different IP addresses does not get your account banned. We have an INSANE AMOUNT of joint customers. Our integration with Lemlist is live AND I got Charles Tenot (CEO) to talk about Lemlist & Lempire in the beginning of this video (the full micro interview will be released later). 2 months ago, I realized with Alex's case study that we started to have more and more Breakcold customers using Reply. Many customers are Trigify power users, so we've joined forces with Trigify ! Manually or automatically, you can push leads from Breakcold to Smartlead campaigns. After your calls finish, the text and video transcripts are automatically pushed into Breakcold. We did it! After 1.5+ years of building the foundations of Breakcold Sales CRM, we're now entering our integration phase, making it easier for Breakcold to work seamlessly with... The integration lets Fireflies automatically record and transcribe your meetings, then push AI-generated summaries, key points, and action items directly into Breakcold, all lin... A webhook URL is a special link that lets your AI notetaker notify Breakcold immediately when a transcript is ready. Learn more about What is the Fireflies.ai integration in Breakcold?. Most popular AI notetakers with API access, like Fireflies.ai and others, can be integrated. You can access the API documentation using this link. You can add the webhook URL in Breakcold from the App section here: [https://app.breakcold.com/settings/applications](https://app.breakcold.com/settings/applications) Once there, click on Fireflies (after you've integrated it),... Your API key can be found in your settings here. # Is activity synced across integrations (like Gmail or LinkedIn)? Source: https://developer.breakcold.com/help/integrations-api/is-activity-synced-across-integrations-like-gmail-or-linkedin Yes , activity is synced across integrations like Gmail and LinkedIn, as long as the integrations are properly connected. **Yes**, activity is synced across integrations like Gmail and LinkedIn, as long as the integrations are properly connected. This includes emails, messages, and interactions related to leads. # Is there a delay between finishing a call and seeing the transcript in Breakcold? Source: https://developer.breakcold.com/help/integrations-api/is-there-a-delay-between-finishing-a-call-and-seeing-the-transcript-in-breakcold By default, yes up to 3 hours. But with the webhook setup, this delay is reduced to 10–20 minutes. By default, yes up to 3 hours. But with the webhook setup, this delay is reduced to 10–20 minutes. # Is this AI notetaker integration available to all users or only on certain plans? Source: https://developer.breakcold.com/help/integrations-api/is-this-ai-notetaker-integration-available-to-all-users-or-only-on-certain-plans Yes, it’s available to all plans. You can find and integrate it through the App Store along with other available apps. Yes, it’s available to all plans. You can find and integrate it through the App Store along with other available apps. # Is Using Different IP Addresses a Problem? Source: https://developer.breakcold.com/help/integrations-api/is-using-different-ip-addresses-a-problem No, using different IP addresses does not get your account banned. No, using different IP addresses does not get your account banned. * Breakcold connects based on your location (e.g., if you're in Texas, it's using a Texas IP). * LinkedIn doesn’t mind different IPs, especially if you travel or work remotely. * The real issue is using multiple LinkedIn tools at the same time, which makes your activity look unnatural. 💡 If you're still concerned, you can use custom proxies ([see Breakcold’s proxy tutorial here](https://intercom.help/breakcold/en/articles/9826522-linkedin-account-set-up#h_d11c238e71)). # Native CRM integration: HeyReach for smooth LinkedIn Workflows 🎉 Source: https://developer.breakcold.com/help/integrations-api/native-crm-integration-heyreach-for-smooth-linkedin-workflows We have an INSANE AMOUNT of joint customers. We have an INSANE AMOUNT of joint customers. Our integration with HeyReach is live AND I got Nick Velkovski (CEO) to talk about HeyReach in the beginning of this video (the full micro interview will be released later). [Watch demo video](https://www.youtube.com/watch?v=XPkGJBLVyKc) [ Native CRM integration: HeyReach for smooth LinkedIn Workflows 🎉 screenshot 1

Native CRM integration: HeyReach for smooth LinkedIn Workflows 🎉 screenshot 1

](https://www.youtube.com/watch?v=XPkGJBLVyKc) ## 1. Push leads from Breakcold to a HeyReach campaign MANUALLY Once you've installed the HeyReach integration by using your HeyReach's API key: 1. Go to the people section 2. Select a list 3. Filter the leads the way you want 4. Click on the three dots on the top right next to display and click on push to HeyReach 5. Choose the Campaign where you want the leads to go Native CRM integration: HeyReach for smooth LinkedIn Workflows 🎉 screenshot 2

Native CRM integration: HeyReach for smooth LinkedIn Workflows 🎉 screenshot 2

## 2. Push leads from Breakcold to a HeyReach campaign AUTOMATICALLY Push leads from Breakcold to HeyReach AUTOMATICALLY when leads enter a specific list and sales pipeline stage. Native CRM integration: HeyReach for smooth LinkedIn Workflows 🎉 screenshot 3

Native CRM integration: HeyReach for smooth LinkedIn Workflows 🎉 screenshot 3

## 3. Workflow ideas with this integration: * Push leads to a nurturing multi-channel campaign once you've moved them to a re-engage sales pipeline stage * Liking and commenting 1 to 3 LinkedIn posts with Breakcold to social warm leads THEN move them to a sales pipeline stage named HeyReach campaign to push leads to a send LinkedIn invites and push it back to Breakcold once accepted. * Move leads from the pipeline stage "Discovery Call" to "No-Show" and automatically send a LinkedIn message to try to get them back (imo the calendly email sequence features are not great to make people re-book). ## 4. Do you guys plan to release an integration from HeyReach to Breakcold?Good question 🤓 For now you'll have to use the webhook feature of HeyReach and combine it with Zapier, Make or other to push positive replies to Breakcold (that's what most people do). Along the way, the HeyReach team might make the experience seamless on their side to have a perfect double-way sync' (don't harass them though, they're aware of the demand, we even setup a Slack channel for it 😂) ## 5. Do you have case studies showcasing real life workflows between HeyReach and Breakcold that got RESULTS? Yes. We'll soon drop a 16 minutes video case study of Steven Brady that perfectly took advantage of both softwares to get results for himself and clients. He added \$17,250/mo in less than 4 months with workflows between HeyReach and Breakcold even before the native integration. ## 6. What are the upcoming integrations? You can see the upcoming integrations by going to the App Store section of Breacold here. We're 1 week late on the dates displayed but we should catch up in the next 2 weeks by shipping more to compensate. Right now we're shipping the outbound tool integrations (1), we'll then move on to other categories (eg. email enrichment, calling etc). You can request a new integration with the button in the App Store section (bottom right of this image). Native CRM integration: HeyReach for smooth LinkedIn Workflows 🎉 screenshot 4

Native CRM integration: HeyReach for smooth LinkedIn Workflows 🎉 screenshot 4

# native CRM integration: Lemlist w/ quick interview with CEO 🎉 Source: https://developer.breakcold.com/help/integrations-api/native-crm-integration-lemlist-w-quick-interview-with-ceo Our integration with Lemlist is live AND I got Charles Tenot (CEO) to talk about Lemlist & Lempire in the beginning of this video (the full micro interview will be released later). Our integration with Lemlist is live AND I got Charles Tenot (CEO) to talk about Lemlist & Lempire in the beginning of this video (the full micro interview will be released later). [Watch demo video](https://www.youtube.com/watch?v=n46WS9ldjbo) [ native CRM integration: Lemlist w/ quick interview with CEO 🎉 screenshot 1

native CRM integration: Lemlist w/ quick interview with CEO 🎉 screenshot 1

](https://www.youtube.com/watch?v=n46WS9ldjbo) ## 1. Push leads from Breakcold to a Lemlist campaign MANUALLY Once you've installed the Lemlist integration by using your Lemlist's API key: * Go to the people section * Select a list * Filter the leads the way you want * Click on the three dots on the top right next to display and click on push to Lemlist * Choose the Campaign where you want the leads to go native CRM integration: Lemlist w/ quick interview with CEO 🎉 screenshot 2

native CRM integration: Lemlist w/ quick interview with CEO 🎉 screenshot 2

## 2. Push leads from Breakcold to a Lemlist campaign AUTOMATICALLY Push leads from Breakcold to Lemlist AUTOMATICALLY when leads enter a specific list and sales pipeline stage. native CRM integration: Lemlist w/ quick interview with CEO 🎉 screenshot 3

native CRM integration: Lemlist w/ quick interview with CEO 🎉 screenshot 3

## 3. Do you guys plan to release an integration from Lemlist to Breakcold? Good question 🤓 For now you'll have to use the webhook feature of Lemlist and combine it with Zapier, Make or other to push positive replies to Breakcold (that's what most people do). # native CRM integration: REPLY.IO for multi-channel outreach & more 🎉 Source: https://developer.breakcold.com/help/integrations-api/native-crm-integration-replyio-for-multi-channel-outreach-more 2 months ago, I realized with Alex's case study that we started to have more and more Breakcold customers using Reply. 2 months ago, I realized with [Alex's case study](https://www.breakcold.com/case-studies/alex) that we started to have more and more Breakcold customers using Reply. So we decided to ship [Reply](https://reply.io/) as one of the first native integrations on Breakcold 🔥 [Watch demo video](https://www.youtube.com/watch?v=fE_mrUGeWl4) [ native CRM integration: REPLY.IO for multi-channel outreach & more 🎉 screenshot 1

native CRM integration: REPLY.IO for multi-channel outreach & more 🎉 screenshot 1

](https://www.youtube.com/watch?v=fE_mrUGeWl4) ## 1. Push leads from Breakcold to a Reply sequence MANUALLY Once you've installed the Reply integration by using your **Reply's API key**: 1. Go to the people section 2. Select a list 3. Filter the leads the way you want 4. Click on the three dots on the top right next to display and click on push to Reply.io 5. Choose the Sequence where you want the leads to go native CRM integration: REPLY.IO for multi-channel outreach & more 🎉 screenshot 2

native CRM integration: REPLY.IO for multi-channel outreach & more 🎉 screenshot 2

The leads will then be in your sequence and also in the contacts section of Reply in the corresponding sequence list. native CRM integration: REPLY.IO for multi-channel outreach & more 🎉 screenshot 3

native CRM integration: REPLY.IO for multi-channel outreach & more 🎉 screenshot 3

## 2. Push leads from Breakcold to a Reply sequence AUTOMATICALLY Push leads from Breakcold to Reply **AUTOMATICALLY** when leads enter a specific list and sales pipeline stage. For example you can say: When leads enter the CUSTOMERS list AND go to the stage Nurture Conversation THEN push them automatically to the Engaged LinkedIn Sequence (see picture below) I believe that this use case is very good because it allows you to automate your workflows. There are many use cases as with Reply you can build multi-channel sequences (incl. WhatsApp & SMS which is rare on some tools) native CRM integration: REPLY.IO for multi-channel outreach & more 🎉 screenshot 4

native CRM integration: REPLY.IO for multi-channel outreach & more 🎉 screenshot 4

## 3. Workflow ideas with this integration: * Push leads to a nurturing multi-channel campaign once you've moved them to a re-engage sales pipeline stage * Liking and commenting 1 to 3 LinkedIn posts with Breakcold to social warm leads THEN move them to a sales pipeline stage named REPLY campaign to push leads to a cold multi-channel sequence (with LinkedIn, Email & WhatsApp). * Move leads from the pipeline stage "Discovery Call" to "No-Show" and automatically send a cold email to try to get them back (imo the calendly email sequence features are not great to make people re-book). ## 4. Why it's not possible to push leads from Reply to Breakcold? For example pushing positive replies to Breakcold? Good question 🤓 Normally it's the job of the other software (here its Reply) to ship this integration natively on their side. But we don't know if they might be able to ship if rapidly or at all. So depending on what happens we'll try to find a workaround to build something for you so that you have a perfect native integration on both ends 🫡 If you're a customer of the software, you can also harass them to integrate us ahah ## 5. What are the upcoming integrations? You can see the upcoming integrations by going to the App Store section of Breacold [here](https://app.breakcold.com/settings/applications?page=0). We're 1 week late on the dates displayed but we should catch up in the next 2 weeks by shipping more to compensate. Right now we're shipping the outbound tool integrations (1), we'll then move on to other categories (eg. email enrichment, calling etc). You can request a new integration with the button in the App Store section (bottom right of this image). native CRM integration: REPLY.IO for multi-channel outreach & more 🎉 screenshot 5

native CRM integration: REPLY.IO for multi-channel outreach & more 🎉 screenshot 5

# native CRM integration: TRIGIFY for social signals 🎉 Source: https://developer.breakcold.com/help/integrations-api/native-crm-integration-trigify-for-social-signals Many customers are Trigify power users, so we've joined forces with Trigify ! Many customers are Trigify power users, so we've joined forces with Trigify ! They built an awesome Breakcold integration, just the beginning of a long partnership! [Watch demo video](https://www.youtube.com/watch?v=fVcjJuwYXAA) [ native CRM integration: TRIGIFY for social signals 🎉 screenshot 1

native CRM integration: TRIGIFY for social signals 🎉 screenshot 1

](https://www.youtube.com/watch?v=fVcjJuwYXAA) ## 1. Why is this integration great? * Trigify helps you turn your likers and commenters into leadsd * Trigify helps you detect social signals on your leads (eg. job detection change, keywords used in posts & more) * Using Trigify you can find new leads and pushing them to Breakcold (1) and do social listening on existing leads (2) * The concept of Trigify is still very new so I will make sure that in the coming weeks you guys will have a whole in-depth tutorial because this software is fireee. native CRM integration: TRIGIFY for social signals 🎉 screenshot 2

native CRM integration: TRIGIFY for social signals 🎉 screenshot 2

## 2. How to use this integration? You can find the Trigify application in the AppStore [here](https://app.breakcold.com/settings/applications/6357e1cd-e324-4742-ba07-8ad7157bb646?page=0) 1. Go to settings and take your API key here 2. Login to Trigify => [https://www.trigify.io/](https://www.trigify.io/) 3. Inside Trigify go to integration 4. Choose Breakcold and copy paste your API key 5. Now you can push leads to Breakcold from Trigify native CRM integration: TRIGIFY for social signals 🎉 screenshot 3

native CRM integration: TRIGIFY for social signals 🎉 screenshot 3

## 3. Use cases of Trigify before pushing to Breakcold You can upload a list of leads and monitor some social signals like: * new posts * job change * viral posts, etc native CRM integration: TRIGIFY for social signals 🎉 screenshot 4

native CRM integration: TRIGIFY for social signals 🎉 screenshot 4

You can discover new leads based on the keywords they're using on LinkedIn and then pushing them to Breakcold to engage that specific post (see demo video) native CRM integration: TRIGIFY for social signals 🎉 screenshot 5

native CRM integration: TRIGIFY for social signals 🎉 screenshot 5

You can put your LinkedIn URL, the one from your competitors or others to monitor the engagement they get to collect qualified leads (you can then filter them based on multiple criterias) native CRM integration: TRIGIFY for social signals 🎉 screenshot 6

native CRM integration: TRIGIFY for social signals 🎉 screenshot 6

## What's next on integrations? This is the FIRST VERSION, in the future we plan to do the following: **Workflows possible in the future (on Trigify’s side)** * push leads to a specific CRM list and optionally to a precise sales pipeline * push leads to Breakcold manually from Signals & Listening * update lead fields automatically in BC from job detection change + trigger a trigify task in BC **Workflows possible in the future (on Breakcold’s side)** * push leads manually from Breakcold to a Trigify Audience (eg. pushing all the leads in the list ‘Monitor’) * push leads automatically from Breakcold to a Trigify Audience (eg. when lead goes from stage A to stage B, push lead to Monitor Audience). # Native integration with Smartlead Source: https://developer.breakcold.com/help/integrations-api/native-integration-with-smartlead Manually or automatically, you can push leads from Breakcold to Smartlead campaigns. Manually or automatically, you can push leads from Breakcold to Smartlead campaigns. This video also includes a tutorial to push positive replies from Smartlead to Breakcold. [ Native integration with Smartlead screenshot 1

Native integration with Smartlead screenshot 1

](https://youtu.be/ifWLnNyL5Mk?si=BpBz_gvJ-HZEAOoW) [TRY INTEGRATION](https://app.breakcold.com/settings/applications/fb4f282b-50e5-4ef7-8d5f-816f9c04ab6e?page=0) # Once connected, how are meeting transcripts and videos synced into Breakcold? Source: https://developer.breakcold.com/help/integrations-api/once-connected-how-are-meeting-transcripts-and-videos-synced-into-breakcold After your calls finish, the text and video transcripts are automatically pushed into Breakcold. After your calls finish, the text and video transcripts are automatically pushed into Breakcold. # Slack Native Integration Source: https://developer.breakcold.com/help/integrations-api/slack-native-integration We did it! After 1.5+ years of building the foundations of Breakcold Sales CRM, we're now entering our integration phase, making it easier for Breakcold to work seamlessly with... We did it! After 1.5+ years of building the foundations of Breakcold Sales CRM, we're now entering our integration phase, making it easier for Breakcold to work seamlessly with all your software! [Watch demo video](https://www.youtube.com/watch?v=RLiaNW-yjYg) [ Slack Native Integration screenshot 1

](https://www.youtube.com/watch?v=RLiaNW-yjYg) ## 1. Release of the Breakcold's App Store * you'll find in this new section all the native integrations of Breakcold built by us but also by our partners. * our goal is to ship at least 1 new native integration per week in 2025, reply to this email with the integration that you want the most Slack Native Integration screenshot 2

## 2. Three types of Slack actions **Notify me on Pipeline Change**: if a lead enter a specific sales pipeline stage, it triggers a slack notification **Notify on Task Due**: instead of receiving an email notification, you receive a Slack alert when the task is due **Notify on Lead Score Change**: for example if your lead goes from Medium to Weak, you automatically get a Slack alert Slack Native Integration screenshot 3

## 3. Everything is customizable with variables You can build the message that you want in the slack channel that you desire. Using variables, you can customize the message with the attributes/fields of your leads. Slack Native Integration screenshot 4

This is how a slack alert can look like. Slack Native Integration screenshot 5

# What does the Fireflies AI integration with Breakcold do? Source: https://developer.breakcold.com/help/integrations-api/what-does-the-fireflies-ai-integration-with-breakcold-do The integration lets Fireflies automatically record and transcribe your meetings, then push AI-generated summaries, key points, and action items directly into Breakcold, all lin... The integration lets Fireflies automatically record and transcribe your meetings, then push AI-generated summaries, key points, and action items directly into Breakcold, all linked to your leads or deals. It helps you keep track of conversations without manual input and supports real-time syncing via webhooks. It also works with multiple languages, making follow-ups smoother and more accurate. # What is a webhook URL, and how do I use it to get faster transcript syncs? Source: https://developer.breakcold.com/help/integrations-api/what-is-a-webhook-url-and-how-do-i-use-it-to-get-faster-transcript-syncs A webhook URL is a special link that lets your AI notetaker notify Breakcold immediately when a transcript is ready. A webhook URL is a special link that lets your AI notetaker notify Breakcold immediately when a transcript is ready. You set it up in the integration settings to enable faster syncing. # What is the Fireflies.ai integration in Breakcold? Source: https://developer.breakcold.com/help/integrations-api/what-is-the-firefliesai-integration-in-breakcold Learn more about What is the Fireflies.ai integration in Breakcold?.

What is the Fireflies.ai integration in Breakcold? screenshot 1

# What types of AI notetakers are supported for this integration? Source: https://developer.breakcold.com/help/integrations-api/what-types-of-ai-notetakers-are-supported-for-this-integration Most popular AI notetakers with API access, like Fireflies.ai and others, can be integrated. Most popular AI notetakers with API access, like Fireflies.ai and others, can be integrated. # Where can I access your API documentation? Source: https://developer.breakcold.com/help/integrations-api/where-can-i-access-your-api-documentation You can access the API documentation using this link. You can access the API documentation using this [link](https://developer.breakcold.com/v3/api-reference/introduction). # Where can I add the webhook URL from Breakcold to Fireflies? Source: https://developer.breakcold.com/help/integrations-api/where-can-i-add-the-webhook-url-from-breakcold-to-fireflies You can add the webhook URL in Breakcold from the App section here: https://app.breakcold.com/settings/applications Once there, click on Fireflies (after you've integrated it),... You can add the webhook URL in Breakcold from the App section here: [https://app.breakcold.com/settings/applications](https://app.breakcold.com/settings/applications) Where can I add the webhook URL from Breakcold to Fireflies? screenshot 1

Where can I add the webhook URL from Breakcold to Fireflies? screenshot 1

Once there, click on Fireflies (after you've integrated it), then go to the Webhook section > Add Webhook. Where can I add the webhook URL from Breakcold to Fireflies? screenshot 2

Where can I add the webhook URL from Breakcold to Fireflies? screenshot 2

Copy the generated URL and paste it into your Fireflies settings here: [https://app.fireflies.ai/settings](https://app.fireflies.ai/settings) Where can I add the webhook URL from Breakcold to Fireflies? screenshot 3

Where can I add the webhook URL from Breakcold to Fireflies? screenshot 3

# Where can I get my API key? Source: https://developer.breakcold.com/help/integrations-api/where-can-i-get-my-api-key Your API key can be found in your settings here. Your API key can be found in your settings [here](https://app.breakcold.com/settings/developer/api). You can revoke your API key as many time as you want. # Can I add a company via the LinkedIn extension? Source: https://developer.breakcold.com/help/linkedin-extension/can-i-add-a-company-via-the-linkedin-extension Yes, it’s possible. When you're on a LinkedIn company page , you can add the company to Breakcold by clicking the BR Sync button from the extension. Yes, it’s possible. When you're on a **LinkedIn company page**, you can add the company to Breakcold by clicking the **BR Sync** button from the extension. This will create the company profile in your Breakcold account. Can I add a company via the LinkedIn extension? screenshot 1

Can I add a company via the LinkedIn extension? screenshot 1

# Can I connect multiple LinkedIn accounts? Source: https://developer.breakcold.com/help/linkedin-extension/can-i-connect-multiple-linkedin-accounts You can switch between multiple LinkedIn accounts one at a time. You can switch between multiple LinkedIn accounts one at a time. If you wish to connect multiple accounts simultaneously, additional seats are required. # Can I enrich LinkedIn leads from the Chrome extension? Source: https://developer.breakcold.com/help/linkedin-extension/can-i-enrich-linkedin-leads-from-the-chrome-extension Yes, but with a condition. Breakcold’s extension does not extract email or phone number from LinkedIn. Yes, but with a condition. Breakcold’s extension does not extract email or phone number from LinkedIn. However, if you manually add an email or phone number, the lead can then be enriched after it's synced to Breakcold. Can I enrich LinkedIn leads from the Chrome extension? screenshot 1

Can I enrich LinkedIn leads from the Chrome extension? screenshot 1

# Can I import leads in bulk using the Breakcold LinkedIn extension? Source: https://developer.breakcold.com/help/linkedin-extension/can-i-import-leads-in-bulk-using-the-breakcold-linkedin-extension No, currently the extension supports importing one lead at a time. No, currently the extension supports importing one lead at a time. However, for bulk imports, you have the following options: 1. **CSV Upload**: Prepare a CSV file with your leads' information and upload it directly into Breakcold. 2. **API Integration**: Utilize Breakcold's API to programmatically add multiple leads. 3. **Third-Party Integrations**: Use tools like Zapier or Pabbly to automate the import process from other platforms. # Can I manage multiple LinkedIn accounts? Source: https://developer.breakcold.com/help/linkedin-extension/can-i-manage-multiple-linkedin-accounts Yes, you can manage multiple LinkedIn accounts by picking the one with which you want to engage. Yes, you can manage multiple LinkedIn accounts by picking the one with which you want to engage. # Can I send LinkedIn connection requests directly from Breakcold? Source: https://developer.breakcold.com/help/linkedin-extension/can-i-send-linkedin-connection-requests-directly-from-breakcold No, you can’t send LinkedIn connection requests from Breakcold. No, you can’t send LinkedIn connection requests from Breakcold. We’re a sales CRM with social selling features, not a LinkedIn automation tool. We purposely avoid automating LinkedIn invites or messages because these actions often lead to account bans. Keeping your LinkedIn account safe is our priority! # Can I use custom proxies to connect a LinkedIn Account Source: https://developer.breakcold.com/help/linkedin-extension/can-i-use-custom-proxies-to-connect-a-linkedin-account Yes you can. To do it, click on Optional Settings when you connect your LinkedIn Account. Yes you can. To do it, click on Optional Settings when you connect your LinkedIn Account. After that, you need to click on Use your own proxy and add the details of your proxy provider. Adding a custom proxy is not mandatory and is only helpful if you use MANY LinkedIn related tools at once. Can I use custom proxies to connect a LinkedIn Account screenshot 1

Can I use custom proxies to connect a LinkedIn Account screenshot 1

# How can I disable Breakcold only on Gmail while keeping it active on LinkedIn? Source: https://developer.breakcold.com/help/linkedin-extension/how-can-i-disable-breakcold-only-on-gmail-while-keeping-it-active-on-linkedin From the Breakcold extension, click the cogwheel icon to access sync settings. From the Breakcold extension, click the cogwheel icon to access sync settings. There, you can disable it specifically for Gmail or any other app you prefer that are on the list How can I disable Breakcold only on Gmail while keeping it active on LinkedIn? screenshot 1

How can I disable Breakcold only on Gmail while keeping it active on LinkedIn? screenshot 1

# How can I keep my LinkedIn account safe when using Breakcold? Source: https://developer.breakcold.com/help/linkedin-extension/how-can-i-keep-my-linkedin-account-safe-when-using-breakcold Use discretion when working with Breakcold on LinkedIn Example Risky Behavior: Sending automated invites via a tool At the same time, sending manual messages through Breakcold F... Use discretion when working with Breakcold on LinkedIn ## Example Risky Behavior: * Sending automated invites via a tool * At the same time, sending manual messages through Breakcold For LinkedIn, this looks suspicious it's not humanly possible. ## Best Practices to Avoid Getting Flagged: * Don’t open too many LinkedIn tabs * Avoid sudden increases in LinkedIn activity * Subscribe to LinkedIn Sales Navigator (it signals you're a professional) * Act like a real user: * Don’t accept invites too quickly * Don’t view profiles too fast or in patterns # How can I quickly switch between workspaces using the Chrome extension? Source: https://developer.breakcold.com/help/linkedin-extension/how-can-i-quickly-switch-between-workspaces-using-the-chrome-extension You can now easily switch between workspaces using the up/down arrows next to the cogwheel icon. You can now easily switch between workspaces using the up/down arrows next to the cogwheel icon. How can I quickly switch between workspaces using the Chrome extension? screenshot 1

How can I quickly switch between workspaces using the Chrome extension? screenshot 1

This makes it faster to manage leads across different teams or clients, all in just a few clicks. # How do I install the Breakcold LinkedIn extension? Source: https://developer.breakcold.com/help/linkedin-extension/how-do-i-install-the-breakcold-linkedin-extension You can add it from the Chrome Web Store by searching “Breakcold” and clicking “Add to Chrome.” You can add it from the Chrome Web Store by searching “Breakcold” and clicking “Add to Chrome.” How do I install the Breakcold LinkedIn extension? screenshot 1

How do I install the Breakcold LinkedIn extension? screenshot 1

# How Do I View Lead Details, Notes, Activity, Tasks, and Track LinkedIn Posts in the Breakcold Chrome Extension? Source: https://developer.breakcold.com/help/linkedin-extension/how-do-i-view-lead-details-notes-activity-tasks-and-track-linkedin-posts-in-the-breakcold-chrome-extension To access all lead-related information within the Breakcold Chrome Extension including notes, activity history, tasks, and the tracking button for LinkedIn posts, you’ll need to... To access all lead-related information within the Breakcold Chrome Extension including notes, activity history, tasks, and the tracking button for LinkedIn posts, you’ll need to click the BR SYNC button. * This will reveal the lead’s detailed profile within the extension. * You’ll be able to: * View and add notes * See activity history * Create and manage tasks * Use the track button to follow LinkedIn posts How Do I View Lead Details, Notes, Activity, Tasks, and Track LinkedIn Posts in the Breakcold Chrome Extension? screenshot 1

How Do I View Lead Details, Notes, Activity, Tasks, and Track LinkedIn Posts in the Breakcold Chrome Extension? screenshot 1

# How to Add a Lead Using the Chrome Extension Source: https://developer.breakcold.com/help/linkedin-extension/how-to-add-a-lead-using-the-chrome-extension 1. Click on Bsync (the Breakcold icon) in your Chrome toolbar. 1. Click on Bsync (the Breakcold icon) in your Chrome toolbar. 2. The extension panel will open. 3. From there, click "Create Lead" to manually add the lead. How to Add a Lead Using the Chrome Extension screenshot 1

How to Add a Lead Using the Chrome Extension screenshot 1

This method gives you more control, letting you review and edit lead details before saving. **Note:** The **BR SYNC** button is the main action button, and it will not change after a lead is added it stays as **BR SYNC**. # How to connect my LinkedIn account? Source: https://developer.breakcold.com/help/linkedin-extension/how-to-connect-my-linkedin-account How to connect my LinkedIn account? Go to Accounts, then click and select Linkedin from the dropdown list. ### How to connect my LinkedIn account? Go to [Accounts](https://app.breakcold.com/accounts?page=0), then click

How to connect my LinkedIn account? screenshot 1

and select Linkedin from the dropdown list. How to connect my LinkedIn account? screenshot 2

* Enter your LinkedIn credentials. Once completed, you will be prompted to configure the Authorization Level settings How to connect my LinkedIn account? screenshot 3

How to connect my LinkedIn account? screenshot 3

How to connect my LinkedIn account? screenshot 4

⚠️ Note: Permission access is set to 'No Access' by default. # I get a message that my extension is not connected. What should I do? Source: https://developer.breakcold.com/help/linkedin-extension/i-get-a-message-that-my-extension-is-not-connected-what-should-i-do Please make sure your LinkedIn account is connected via your Breakcold account settings. Please make sure your LinkedIn account is connected via your Breakcold account settings. Then, try reinstalling the extension. If the issue persists, feel free to contact our support team for further assistance. # I get a ‘Not available on mobile’ error when connecting the Chrome extension. Source: https://developer.breakcold.com/help/linkedin-extension/i-get-a-not-available-on-mobile-error-when-connecting-the-chrome-extension Make sure you’re using a desktop view, you can check this in your browser’s developer console next to the Elements tab. Make sure you’re using a desktop view, you can check this in your browser’s developer console next to the Elements tab. Also, ensure you’re signed into the same Breakcold account in your browser # I'm trying to reconnect my LinkedIn account, but it's asking me to check my authentication app. What should I do? Source: https://developer.breakcold.com/help/linkedin-extension/im-trying-to-reconnect-my-linkedin-account-but-its-asking-me-to-check-my-authentication-app-what-should-i-do If LinkedIn is asking you to check your authentication app, it means two-factor authentication (2FA) is enabled on your account. If LinkedIn is asking you to check your authentication app, it means two-factor authentication (2FA) is enabled on your account. You’ll need to use the authenticator app you originally set up (like Google Authenticator, Microsoft Authenticator, or Authy) to complete the sign-in. If it’s been a while and you’re not sure what to do, here’s how to handle it ## Steps to Try 1. Open your authenticator app on your phone (check apps like Google Authenticator, Microsoft Authenticator, Authy, etc.). 2. Look for the 6 digit LinkedIn code, that’s what you’ll need to enter on the LinkedIn screen. 3. If you no longer have access to the app or the device, click “I can’t access my authentication app” on LinkedIn’s sign-in screen. 4. LinkedIn will walk you through account recovery using your phone number, email, or other verification options. For full instructions, you can also visit LinkedIn’s official help page here: 🔗 [Turn two‑step verification on and off (LinkedIn Help)](https://www.linkedin.com/help/linkedin/answer/a1381088/turn-two-step-verification-on-and-off?utm_source=chatgpt.com) ## Once you're back in You can reconnect your LinkedIn account in Breakcold by going to Settings > LinkedIn Integration and following the prompts. # LinkedIn & Extension Source: https://developer.breakcold.com/help/linkedin-extension/index Connect LinkedIn, use the Chrome extension, and keep accounts synced. Connect LinkedIn, use the Chrome extension, and keep accounts synced. Yes, it’s possible. When you're on a LinkedIn company page , you can add the company to Breakcold by clicking the BR Sync button from the extension. You can switch between multiple LinkedIn accounts one at a time. Yes, but with a condition. Breakcold’s extension does not extract email or phone number from LinkedIn. No, currently the extension supports importing one lead at a time. Yes, you can manage multiple LinkedIn accounts by picking the one with which you want to engage. No, you can’t send LinkedIn connection requests from Breakcold. Yes you can. To do it, click on Optional Settings when you connect your LinkedIn Account. From the Breakcold extension, click the cogwheel icon to access sync settings. Use discretion when working with Breakcold on LinkedIn Example Risky Behavior: Sending automated invites via a tool At the same time, sending manual messages through Breakcold F... You can now easily switch between workspaces using the up/down arrows next to the cogwheel icon. You can add it from the Chrome Web Store by searching “Breakcold” and clicking “Add to Chrome.” To access all lead-related information within the Breakcold Chrome Extension including notes, activity history, tasks, and the tracking button for LinkedIn posts, you’ll need to... 1. Click on Bsync (the Breakcold icon) in your Chrome toolbar. How to connect my LinkedIn account? Go to Accounts, then click and select Linkedin from the dropdown list. Make sure you’re using a desktop view, you can check this in your browser’s developer console next to the Elements tab. Please make sure your LinkedIn account is connected via your Breakcold account settings. If LinkedIn is asking you to check your authentication app, it means two-factor authentication (2FA) is enabled on your account. Yes, Breakcold is designed to be safe for your LinkedIn account. The risk is very low! Breakcold isn’t an automation tool, and over 10,000 users haven’t been banned. Make sure you're on the latest version (you can check under chrome://extensions). It helps you import leads directly from LinkedIn into Breakcold, track engagement, and manage your outreach efficiently. The Resync button lets you force a full sync of your Social Inbox (Linkedin/Whatsapp/Telegram). Fixing Missing BRSYNC Button in Breakcold Extension Steps to try: 1. You can use it on LinkedIn profiles, LinkedIn Sales Navigator, and LinkedIn search results. Supported Platforms You can use the extension on: LinkedIn LinkedIn Sales Navigator Gmail Instagram Twitter YouTube WhatsApp Facebook If you're managing Breakcold for someone else, we strongly recommend you to let the person connect THEMSELVES the LinkedIn account unless you're in the same location. If the BR Sync button isn’t showing, try the following steps: 1. If tracking isn’t working despite your LinkedIn account being connected, here are a few things to check: 1. Common reasons include browser cache issues, conflicting extensions, or the extension needing an update. # Is Breakcold Safe to Use with LinkedIn? Source: https://developer.breakcold.com/help/linkedin-extension/is-breakcold-safe-to-use-with-linkedin Yes, Breakcold is designed to be safe for your LinkedIn account. Yes, Breakcold is designed to be safe for your LinkedIn account. Proper usage and adherence to LinkedIn's policies ensure that Breakcold remains a safe tool for enhancing your networking and outreach efforts. * 0 bans out of 10,000+ users * Breakcold is not a LinkedIn automation tool. * Many users rely on LinkedIn as their main platform, so safety is a top priority. **Important**: If you’re using other LinkedIn automation tools, your risk of getting restricted increases, especially if you're doing a lot of actions that seem unnatural (e.g., nonstop activity 8am - 8pm). Even some LinkedIn influencers have been restricted simply for over-engaging manually.If you’ve used an automation tool before, log out and log back into Breakcold to prevent other tools from using your LinkedIn session.To ensure a safe experience, we recommend following these practices: * **Limit Connection Requests and Messages:** Avoid sending a high volume of requests or messages in a short timeframe. * **Personalize Your Messages:** Tailoring messages minimizes the risk of appearing automated. * **Take Regular Breaks:** Distribute your activities throughout the day, resembling natural user behavior.It is important to understand that LinkedIn may flag unnatural activities, such as excessive or repetitive actions, as violations of its policies. These issues arise from behavior patterns rather than faults in Breakcold itself. # Is there any risk that LinkedIn will block my account because of Breakcold’s activity? Source: https://developer.breakcold.com/help/linkedin-extension/is-there-any-risk-that-linkedin-will-block-my-account-because-of-breakcolds-activity The risk is very low! Breakcold isn’t an automation tool, and over 10,000 users haven’t been banned. The risk is very low! Breakcold isn’t an automation tool, and over 10,000 users haven’t been banned. To stay safe: * Don’t use other LinkedIn automation tools at the same time * Consider LinkedIn Sales Navigator * Keep your activity natural # The Chrome extension isn't loading properly, how do I fix it? Source: https://developer.breakcold.com/help/linkedin-extension/the-chrome-extension-isnt-loading-properly-how-do-i-fix-it Make sure you're on the latest version (you can check under chrome://extensions). Make sure you're on the latest version (you can check under chrome://extensions). Try removing and reinstalling it, and clear your browser cache if needed. Please contact support if issue persist. # What does the Breakcold LinkedIn extension do? Source: https://developer.breakcold.com/help/linkedin-extension/what-does-the-breakcold-linkedin-extension-do It helps you import leads directly from LinkedIn into Breakcold, track engagement, and manage your outreach efficiently. It helps you import leads directly from LinkedIn into Breakcold, track engagement, and manage your outreach efficiently. # What Is the Resync Button on Your Social Accounts? Source: https://developer.breakcold.com/help/linkedin-extension/what-is-the-resync-button-on-your-social-accounts The Resync button lets you force a full sync of your Social Inbox (Linkedin/Whatsapp/Telegram). The Resync button lets you force a full sync of your Social Inbox (Linkedin/Whatsapp/Telegram). It will re-import all your messages to ensure everything is up to date. ⚠️ **Note:** During a full re-sync, your account may be temporarily unavailable for a few minutes What Is the Resync Button on Your Social Accounts? screenshot 1

What Is the Resync Button on Your Social Accounts? screenshot 1

# What should I do if the BRSYNC button is missing in the Breakcold Chrome Extension? Source: https://developer.breakcold.com/help/linkedin-extension/what-should-i-do-if-the-brsync-button-is-missing-in-the-breakcold-chrome-extension Fixing Missing BRSYNC Button in Breakcold Extension Steps to try: 1. ## Fixing Missing BRSYNC Button in Breakcold Extension **Steps to try:** 1. Confirm you’re logged into the correct LinkedIn account. 2. Check and update the Breakcold Chrome extension. 3. Restart your browser. 4. Ensure LinkedIn sync is enabled in Breakcold. **If problem persists:** * Record a video of the browser console errors where the issue is happening (Cmd+Option+J on Mac, Ctrl+Shift+J on Windows). * Note your extension version and operating system. * Send these details to Breakcold support for help. # Which LinkedIn pages support the extension? Source: https://developer.breakcold.com/help/linkedin-extension/which-linkedin-pages-support-the-extension You can use it on LinkedIn profiles, LinkedIn Sales Navigator, and LinkedIn search results. You can use it on LinkedIn profiles, LinkedIn Sales Navigator, and LinkedIn search results. # Which platforms does the Breakcold extension support? Source: https://developer.breakcold.com/help/linkedin-extension/which-platforms-does-the-breakcold-extension-support Supported Platforms You can use the extension on: LinkedIn LinkedIn Sales Navigator Gmail Instagram Twitter YouTube WhatsApp Facebook ## Supported Platforms You can use the extension on: * LinkedIn * LinkedIn Sales Navigator * Gmail * Instagram * Twitter * YouTube * WhatsApp * Facebook Which platforms does the Breakcold extension support? screenshot 1

Which platforms does the Breakcold extension support? screenshot 1

# Who should connect the LinkedIn account? (IP locations & more) Source: https://developer.breakcold.com/help/linkedin-extension/who-should-connect-the-linkedin-account-ip-locations-more If you're managing Breakcold for someone else, we strongly recommend you to let the person connect THEMSELVES the LinkedIn account unless you're in the same location. If you're managing Breakcold for someone else, we strongly recommend you to let the person connect THEMSELVES the LinkedIn account unless you're in the same location. Example: * Your client is in Germany * You are in the US * Your client connects the LinkedIn account, from there every actions will be reputed made in the Germany location of your lead EVEN IF you are in the US In conclusion, the IP location is determined by the person who connects the account. # Why can’t I see the BR Sync button in LinkedIn? Source: https://developer.breakcold.com/help/linkedin-extension/why-cant-i-see-the-br-sync-button-in-linkedin If the BR Sync button isn’t showing, try the following steps: 1. If the BR Sync button isn’t showing, try the following steps: 1. Check your sync settings – Make sure LinkedIn sync is enabled in your Breakcold settings. 2. Verify your workspace – Ensure you're in the correct workspace where the sync is active. 3. Clear your browser cache – Cached data can sometimes interfere with extension functionality. 4. Remove any other LinkedIn-related extensions – Other extensions might conflict with Breakcold. 5. Reinstall the Breakcold extension – Remove and reinstall the Breakcold Chrome extension to ensure you’re using the latest version. If you’ve tried all the steps above and the button still doesn’t appear, feel free to reach out to our human support team at [support@breakcold.com](mailto:support@breakcold.com) , we’re happy to help troubleshoot further! # Why is the tracking not working even though my LinkedIn accounts are connected? Source: https://developer.breakcold.com/help/linkedin-extension/why-is-the-tracking-not-working-even-though-my-linkedin-accounts-are-connected If tracking isn’t working despite your LinkedIn account being connected, here are a few things to check: 1. If tracking isn’t working despite your LinkedIn account being connected, here are a few things to check: 1. Make sure you're using the Breakcold Chrome extension – Tracking only works when actions are performed through the extension. 2. Check if you're logged into the correct LinkedIn account – If multiple accounts are used, make sure the one connected to Breakcold is the one you're actively using. 3. Verify that your LinkedIn sync is still active – Go to Settings > Accounts > LinkedIn and ensure the connection hasn’t expired or disconnected. 4. You might not have granted the correct permissions – The LinkedIn account owner must give tracking access to team members in the permissions settings. 5. Reinstall the Breakcold extension – If tracking remains inactive, try removing and reinstalling the extension to ensure you're using the latest version. If everything above is set up correctly and tracking still doesn't work, please contact **[support@breakcold.com](mailto:support@breakcold.com)** so we can take a closer look. # Why isn’t the extension working on LinkedIn? Source: https://developer.breakcold.com/help/linkedin-extension/why-isnt-the-extension-working-on-linkedin Common reasons include browser cache issues, conflicting extensions, or the extension needing an update. Common reasons include browser cache issues, conflicting extensions, or the extension needing an update. Try clearing cache or reinstalling the extension. # Are bulk delete actions on Deals permanent or reversible? Source: https://developer.breakcold.com/help/pipeline-deals/are-bulk-delete-actions-on-deals-permanent-or-reversible Bulk deletes are permanent and cannot be reversed. Bulk deletes are permanent and cannot be reversed. # Are there permission restrictions on who can perform bulk actions on deals? Source: https://developer.breakcold.com/help/pipeline-deals/are-there-permission-restrictions-on-who-can-perform-bulk-actions-on-deals Yes, only users with appropriate roles and permissions in your workspace can perform bulk deal actions. Yes, only users with appropriate roles and permissions in your workspace can perform bulk deal actions. # Can each deal have its own stage and value? Source: https://developer.breakcold.com/help/pipeline-deals/can-each-deal-have-its-own-stage-and-value Yes, each deal is tracked independently with its own pipeline stage, value, and notes. Yes, each deal is tracked independently with its own pipeline stage, value, and notes. Can each deal have its own stage and value? screenshot 1

Can each deal have its own stage and value? screenshot 1

# Can I add leads directly in the pipeline? Source: https://developer.breakcold.com/help/pipeline-deals/can-i-add-leads-directly-in-the-pipeline Yes, you can! Just go to your pipeline, and you’ll see a plus (+) icon in each pipeline stage, like the one in your screenshot. Yes, you can! Just go to your pipeline, and you’ll see a plus (+) icon in each pipeline stage, like the one in your screenshot. Can I add leads directly in the pipeline? screenshot 1

Can I add leads directly in the pipeline? screenshot 1

# Can I add more than one deal to the same lead? Source: https://developer.breakcold.com/help/pipeline-deals/can-i-add-more-than-one-deal-to-the-same-lead Yes, you can add multiple deals under the same contact or company profile. Yes, you can add multiple deals under the same contact or company profile. # Can I add or remove tags from multiple deals at once? Source: https://developer.breakcold.com/help/pipeline-deals/can-i-add-or-remove-tags-from-multiple-deals-at-once Yes, you can add or remove tags from multiple deals at once. Yes, you can add or remove tags from multiple deals at once. Just select the deals you want to update, then use the bulk action menu to add or remove tags for all selected deals simultaneously. Can I add or remove tags from multiple deals at once? screenshot 1

Can I add or remove tags from multiple deals at once? screenshot 1

# Can I assign multiple deals to a specific owner or team member at once? Source: https://developer.breakcold.com/help/pipeline-deals/can-i-assign-multiple-deals-to-a-specific-owner-or-team-member-at-once Yes, after selecting multiple deals, you can assign them to an owner or team member via the bulk action options. Yes, after selecting multiple deals, you can assign them to an owner or team member via the bulk action options. Can I assign multiple deals to a specific owner or team member at once? screenshot 1

Can I assign multiple deals to a specific owner or team member at once? screenshot 1

# Can I automate bulk deal updates through integrations? Source: https://developer.breakcold.com/help/pipeline-deals/can-i-automate-bulk-deal-updates-through-integrations Some integrations support deal updates, but bulk automation depends on the connected app’s capabilities. Some integrations support deal updates, but bulk automation depends on the connected app’s capabilities. # Can I export or import data for multiple deals at once? Source: https://developer.breakcold.com/help/pipeline-deals/can-i-export-or-import-data-for-multiple-deals-at-once Yes, you can select multiple deals to export or import data. Yes, you can select multiple deals to export or import data. Just click the three dots (ellipsis) in the top right corner to find these options. Can I export or import data for multiple deals at once? screenshot 1

Can I export or import data for multiple deals at once? screenshot 1

# Can I see past deals I've added? Source: https://developer.breakcold.com/help/pipeline-deals/can-i-see-past-deals-ive-added Yes! Under Recent Deals, you’ll see a list of previously created deals for easy reference or reuse. Yes! Under Recent Deals, you’ll see a list of previously created deals for easy reference or reuse. Can I see past deals I've added? screenshot 1

Can I see past deals I've added? screenshot 1

# Can I use this integration to track conversation insights across deals? Source: https://developer.breakcold.com/help/pipeline-deals/can-i-use-this-integration-to-track-conversation-insights-across-deals Yes, integrating Fireflies.ai with Breakcold lets you automatically sync meeting transcripts, summaries, and action items directly to your deals. Yes, integrating Fireflies.ai with Breakcold lets you automatically sync meeting transcripts, summaries, and action items directly to your deals. This makes it easy to track conversation insights and keep all deal-related communications organized in one place. # Can I view both video and text transcripts inside a lead or deal? Source: https://developer.breakcold.com/help/pipeline-deals/can-i-view-both-video-and-text-transcripts-inside-a-lead-or-deal Yes, you can! Both video and text transcripts are stored under the Meetings section, which you can find on the profile page of the lead, company, or deal. Yes, you can! Both video and text transcripts are stored under the Meetings section, which you can find on the profile page of the lead, company, or deal. Can I view both video and text transcripts inside a lead or deal? screenshot 1

Can I view both video and text transcripts inside a lead or deal? screenshot 1

# How can I add a deal to the pipeline? Source: https://developer.breakcold.com/help/pipeline-deals/how-can-i-add-a-deal-to-the-pipeline Yes, you can! Go to the pipeline where you want to add the deal. Yes, you can! Go to the pipeline where you want to add the deal. On the pipeline stages, you’ll see a plus (+) option to add your deal. If your deal has multiple people or company linked to it, there’s no need to add each person or company individually, simply link them to the deal, and then add the deal to the pipeline. How can I add a deal to the pipeline? screenshot 1

How can I add a deal to the pipeline? screenshot 1

# How can I check when a lead was added to the pipeline? Source: https://developer.breakcold.com/help/pipeline-deals/how-can-i-check-when-a-lead-was-added-to-the-pipeline Yes, you can check this in the Lead Activity section. Yes, you can check this in the Lead Activity section. # How can I delete multiple deals at once? Source: https://developer.breakcold.com/help/pipeline-deals/how-can-i-delete-multiple-deals-at-once After selecting the deals, a bulk action menu will appear at the bottom. After selecting the deals, a bulk action menu will appear at the bottom. Click the trash bin icon on the left to delete them. Please note that this action may be permanent. How can I delete multiple deals at once? screenshot 1

How can I delete multiple deals at once? screenshot 1

# How can I edit the tag on my existing deals? Source: https://developer.breakcold.com/help/pipeline-deals/how-can-i-edit-the-tag-on-my-existing-deals Just click on the tag, hover over it, and an ellipsis (three dots) will appear. Just click on the tag, hover over it, and an ellipsis (three dots) will appear. Click the ellipsis to edit the tag name. How can I edit the tag on my existing deals? screenshot 1

How can I edit the tag on my existing deals? screenshot 1

# How do I change the status of multiple deals in one go? Source: https://developer.breakcold.com/help/pipeline-deals/how-do-i-change-the-status-of-multiple-deals-in-one-go You can update the deal stage for multiple deals by selecting them and choosing the desired stage in the bulk action menu. You can update the deal stage for multiple deals by selecting them and choosing the desired stage in the bulk action menu. How do I change the status of multiple deals in one go? screenshot 1

How do I change the status of multiple deals in one go? screenshot 1

# How do I generate reports based on multiple selected deals? Source: https://developer.breakcold.com/help/pipeline-deals/how-do-i-generate-reports-based-on-multiple-selected-deals You can filter your deals, then export them or view analytics based on those filters. You can filter your deals, then export them or view analytics based on those filters. The report will include the data currently visible in the table. How do I generate reports based on multiple selected deals? screenshot 1

How do I generate reports based on multiple selected deals? screenshot 1

# How to Add a Deal in Breakcold Source: https://developer.breakcold.com/help/pipeline-deals/how-to-add-a-deal-in-breakcold You can add a deal in two easy ways: 1. From the Deals section Click “Deals” on the left menu. You can add a deal in two easy ways: 1. From the Deals section * Click “Deals” on the left menu. * Then click the blue “+ Add Deal” button at the top right. * Fill in the deal details and hit Save. How to Add a Deal in Breakcold screenshot 1

How to Add a Deal in Breakcold screenshot 1

2. From a Lead or Company profile * Open a lead or company profile. * Click the “+ Task / Add Deal” button inside. * Fill in the info and it will link directly to that lead or company. How to Add a Deal in Breakcold screenshot 2

How to Add a Deal in Breakcold screenshot 2

# How to Change Currency in Your Sales Pipeline Source: https://developer.breakcold.com/help/pipeline-deals/how-to-change-currency-in-your-sales-pipeline How to Change Currency in Your Sales Pipeline Click the $ icon in your pipeline view to change the currency. ## How to Change Currency in Your Sales Pipeline * Click the **\$ icon** in your pipeline view to change the currency. * You can use **multiple currencies** within a single pipeline.

How to Change Currency in Your Sales Pipeline screenshot 1

# How to Customize Your Pipeline Source: https://developer.breakcold.com/help/pipeline-deals/how-to-customize-your-pipeline How to Customize Your Pipeline Drag and drop columns to rearrange the order of your stages. ## How to Customize Your Pipeline * **Drag and drop** columns to rearrange the order of your stages. * Click **Edit** to rename a stage or change its color.

How to Customize Your Pipeline screenshot 1

* To **add a new stage**, click the **“+ Add Status”** button — you’ll find this under the bulk options. Type the name, then click the **plus (+)** sign to save. You can also edit pipeline stages directly from the **People** or **Companies** views. How to Customize Your Pipeline screenshot 2

How to Customize Your Pipeline screenshot 2

# How to Identify or Set the Status Type in Your Pipeline Source: https://developer.breakcold.com/help/pipeline-deals/how-to-identify-or-set-the-status-type-in-your-pipeline How to Identify or Set the Status Type in Your Pipeline When editing your pipeline stages, you'll see a status type selector or label next to each stage. ## How to Identify or Set the Status Type in Your Pipeline When editing your pipeline stages, you'll see a **status type selector** or label next to each stage. This helps you identify or assign the type of status: 1. **Deal Won** – Marked with a **“Won”** label. This indicates a successfully closed deal. 2. **Deal Lost** – Marked with a **“Lost”** label. Used for deals that didn’t go through. 3. **Default** – Any other status is considered **“default”**, representing stages in progress (e.g., *Contacted*, *Demo Scheduled*, *Proposal Sent*). ## To Change or Confirm the Status Type: 1. Click the **3 vertical dots** next to a pipeline stage. 2. Select **Edit**. 3. Look for the **status type dropdown** or icon. 4. Choose the appropriate type: * *Default* * *Deal Won* * *Deal Lost* How to Identify or Set the Status Type in Your Pipeline screenshot 1

How to Identify or Set the Status Type in Your Pipeline screenshot 1

# How to Use the Sales Pipeline Source: https://developer.breakcold.com/help/pipeline-deals/how-to-use-the-sales-pipeline Quick Summary You can create unlimited sales pipelines each list = one pipeline Leads can be added as People or Companies A single lead can be in multiple pipelines at once The... ## Quick Summary * You can create **unlimited sales pipelines** each list = one pipeline * Leads can be added as **People** or **Companies** * A single lead can be in **multiple pipelines at once** * The **"All Leads"** view also has its own pipeline 💡 **Tip 1:** Try to separate companies and people into different pipelines 💡 **Tip 2:** Keep it simple with 3–4 pipelines (e.g., Customers, Prospects, Partnerships, Network) *** ## Create a Sales Pipeline **Option 1: From Scratch** * Create a new list → Choose “Start from scratch” * Go to the pipeline tab and set it up manually How to Use the Sales Pipeline screenshot 1

How to Use the Sales Pipeline screenshot 1

**Option 2: Use a Template** * Create a list → Choose a template (22+ options available) How to Use the Sales Pipeline screenshot 2

# Pipeline & Deals Source: https://developer.breakcold.com/help/pipeline-deals/index Use pipelines, deals, stages, values, currencies, and deal bulk actions. Use pipelines, deals, stages, values, currencies, and deal bulk actions. Bulk deletes are permanent and cannot be reversed. Yes, only users with appropriate roles and permissions in your workspace can perform bulk deal actions. Yes, each deal is tracked independently with its own pipeline stage, value, and notes. Yes, you can! Just go to your pipeline, and you’ll see a plus (+) icon in each pipeline stage, like the one in your screenshot. Yes, you can add multiple deals under the same contact or company profile. Yes, you can add or remove tags from multiple deals at once. Yes, after selecting multiple deals, you can assign them to an owner or team member via the bulk action options. Some integrations support deal updates, but bulk automation depends on the connected app’s capabilities. Yes, you can select multiple deals to export or import data. Yes! Under Recent Deals, you’ll see a list of previously created deals for easy reference or reuse. Yes, integrating Fireflies.ai with Breakcold lets you automatically sync meeting transcripts, summaries, and action items directly to your deals. Yes, you can! Both video and text transcripts are stored under the Meetings section, which you can find on the profile page of the lead, company, or deal. Yes, you can! Go to the pipeline where you want to add the deal. Yes, you can check this in the Lead Activity section. After selecting the deals, a bulk action menu will appear at the bottom. Just click on the tag, hover over it, and an ellipsis (three dots) will appear. You can update the deal stage for multiple deals by selecting them and choosing the desired stage in the bulk action menu. You can filter your deals, then export them or view analytics based on those filters. You can add a deal in two easy ways: 1. From the Deals section Click “Deals” on the left menu. How to Change Currency in Your Sales Pipeline Click the \$ icon in your pipeline view to change the currency. How to Customize Your Pipeline Drag and drop columns to rearrange the order of your stages. How to Identify or Set the Status Type in Your Pipeline When editing your pipeline stages, you'll see a status type selector or label next to each stage. Quick Summary You can create unlimited sales pipelines each list = one pipeline Leads can be added as People or Companies A single lead can be in multiple pipelines at once The... The Multiple Deals feature is available to all users on all plans Yes, the multiple deals feature is still in beta. No, deletion is permanent and cannot be undone. What are the bulk functions available in the pipeline? In Breakcold, a deal represents an opportunity you're tracking in your sales pipeline, such as a potential sale, partnership, or project. Lead Chance of Closing (%) in Breakcold shows how likely a lead is to become a customer. What Is Pipeline Analytics? Pipeline Analytics in Breakcold gives you a clear view of your sales funnel performance. It lets you track more than one deal under the same lead or company. You can manage them by going to Settings Deal, or just click here: [https://app.breakcold.com/settings/data/contract](https://app.breakcold.com/settings/data/contract) Pipeline shows leads grouped by stages in a Kanban view, not in a table or tabular format. For handling separate opportunities like different products, services, or timelines with the same lead or company Not at the moment. Bulk changes don’t send notifications, but all events are recorded in the activity section for your review. No, it will add flexibility but won’t interfere with your existing deals or pipeline structure. # Is the Multiple Deals feature available to all users or only on certain plans? Source: https://developer.breakcold.com/help/pipeline-deals/is-the-multiple-deals-feature-available-to-all-users-or-only-on-certain-plans The Multiple Deals feature is available to all users on all plans The Multiple Deals feature is available to all users on all plans # Is the multiple deals feature still in beta? Source: https://developer.breakcold.com/help/pipeline-deals/is-the-multiple-deals-feature-still-in-beta Yes, the multiple deals feature is still in beta. Yes, the multiple deals feature is still in beta. While most actions work smoothly, you might notice some minor bugs. Feel free to share your feedback so we can keep improving the experience Is the multiple deals feature still in beta? screenshot 1

Is the multiple deals feature still in beta? screenshot 1

# Is there an undo option if I accidentally delete multiple deals? Source: https://developer.breakcold.com/help/pipeline-deals/is-there-an-undo-option-if-i-accidentally-delete-multiple-deals No, deletion is permanent and cannot be undone. No, deletion is permanent and cannot be undone. Use caution when deleting multiple deals. # What are the bulk functions available in the pipeline? Source: https://developer.breakcold.com/help/pipeline-deals/what-are-the-bulk-functions-available-in-the-pipeline What are the bulk functions available in the pipeline? ## What are the bulk functions available in the pipeline? You can perform bulk actions such as **Enrich**, **Track (Vision)**, **Untrack**, **Move to list**, **Delete**, **Add to list**, **Add tags**, **Add status**, and **Assign owners**.

What are the bulk functions available in the pipeline? screenshot 1

To enable the bulk function, **click the vertical 3 dots** (⋮) from any pipeline status, then **select all** — the bulk actions menu will pop up. What are the bulk functions available in the pipeline? screenshot 2

What are the bulk functions available in the pipeline? screenshot 2

These bulk functions help you **save time and manage your leads more efficiently**, especially when updating or organizing multiple leads at once. # What is a Deal in Breakcold? Source: https://developer.breakcold.com/help/pipeline-deals/what-is-a-deal-in-breakcold In Breakcold, a deal represents an opportunity you're tracking in your sales pipeline, such as a potential sale, partnership, or project. In Breakcold, a deal represents an opportunity you're tracking in your sales pipeline, such as a potential sale, partnership, or project. You can link a contact or company to a deal to track the relationship between the opportunity and the involved parties. # What is Lead Chance of closing (%) in the pipeline? Source: https://developer.breakcold.com/help/pipeline-deals/what-is-lead-chance-of-closing-in-the-pipeline Lead Chance of Closing (%) in Breakcold shows how likely a lead is to become a customer. **Lead Chance of Closing (%)** in Breakcold shows how likely a lead is to become a customer. The higher the percentage, the better the chance of closing the deal. You can use it to: * Focus on the leads that are more likely to convert * Prioritize your outreach * Track progress in your pipeline This value can be updated based on how the lead is engaging with you—like replying to emails, opening messages, or booking a call. What is Lead Chance of closing (%) in the pipeline? screenshot 1

What is Lead Chance of closing (%) in the pipeline? screenshot 1

# What Is Pipeline Analytics? Source: https://developer.breakcold.com/help/pipeline-deals/what-is-pipeline-analytics What Is Pipeline Analytics? Pipeline Analytics in Breakcold gives you a clear view of your sales funnel performance. ## What Is Pipeline Analytics? Pipeline Analytics in Breakcold gives you a clear view of your sales funnel performance. These insights help you track lead flow, monitor deal outcomes, and measure revenue over time. *** ## Available Pipeline Analytics Blocks You can add any of the following blocks to your dashboard: * **Pipeline Activity** – A detailed overview of your pipeline with multiple insights. * **Pipeline vs Closed** – Compare your active pipeline to closed deals. * **Created Leads** – Track how many leads you’re adding. * **Average Deal Value (Won)** – See the average value of successful deals. * **Deal Lost / Closed Value** – Measure how much value is being lost or closed. * **Pipeline Generated** – Total value currently in your pipeline. * **Deals Created / Won / Lost** – Stay on top of deal outcomes. What Is Pipeline Analytics? screenshot 1

What Is Pipeline Analytics? screenshot 1

*** ## Customize What You See Add or remove blocks based on what’s most relevant to your goals. Whether you’re focused on volume, conversion rates, or revenue, you can tailor the dashboard to match. # What is the Multiple Deals feature? Source: https://developer.breakcold.com/help/pipeline-deals/what-is-the-multiple-deals-feature It lets you track more than one deal under the same lead or company. It lets you track more than one deal under the same lead or company. # Where can I create and customize my deal attributes or properties? Source: https://developer.breakcold.com/help/pipeline-deals/where-can-i-create-and-customize-my-deal-attributes-or-properties You can manage them by going to Settings Deal, or just click here: https://app.breakcold.com/settings/data/contract You can manage them by going to Settings > Deal, or just click here: [https://app.breakcold.com/settings/data/contract](https://app.breakcold.com/settings/data/contract) # Why export works but import doesn’t in Pipeline Source: https://developer.breakcold.com/help/pipeline-deals/why-export-works-but-import-doesnt-in-pipeline Pipeline shows leads grouped by stages in a Kanban view, not in a table or tabular format. Pipeline shows leads grouped by stages in a Kanban view, not in a table or tabular format. Import requires data in a table format to map fields correctly, so it can’t work with Pipeline. Export is easier because the system can convert Pipeline data into a table format when exporting. # Why would I need multiple deals for one contact? Source: https://developer.breakcold.com/help/pipeline-deals/why-would-i-need-multiple-deals-for-one-contact For handling separate opportunities like different products, services, or timelines with the same lead or company For handling separate opportunities like different products, services, or timelines with the same lead or company # Will bulk changes on deals trigger notifications? Source: https://developer.breakcold.com/help/pipeline-deals/will-bulk-changes-on-deals-trigger-notifications Not at the moment. Bulk changes don’t send notifications, but all events are recorded in the activity section for your review. Not at the moment. Bulk changes don’t send notifications, but all events are recorded in the activity section for your review. Will bulk changes on deals trigger notifications? screenshot 1

Will bulk changes on deals trigger notifications? screenshot 1

# Will this affect my current pipeline setup? Source: https://developer.breakcold.com/help/pipeline-deals/will-this-affect-my-current-pipeline-setup No, it will add flexibility but won’t interfere with your existing deals or pipeline structure. No, it will add flexibility but won’t interfere with your existing deals or pipeline structure. # Are Older Posts Still Worth Engaging With? Source: https://developer.breakcold.com/help/social-engagement/are-older-posts-still-worth-engaging-with Yes. Posts up to 1 year old can still be valuable for re-engagement. Yes. Posts up to 1 year old can still be valuable for re-engagement. Even reposts are worth interacting with, engaging thoughtfully helps you stand out. # How Can I Filter the Engagement Feed? Source: https://developer.breakcold.com/help/social-engagement/how-can-i-filter-the-engagement-feed You can filter your feed by lead lists or pipeline stages to stay focused during engagement sessions. You can filter your feed by lead lists or pipeline stages to stay focused during engagement sessions. This helps you prioritize the right leads at the right time. How Can I Filter the Engagement Feed? screenshot 1

How Can I Filter the Engagement Feed? screenshot 1

# How can I get notified when someone replies to my comment on LinkedIn? Source: https://developer.breakcold.com/help/social-engagement/how-can-i-get-notified-when-someone-replies-to-my-comment-on-linkedin Right now, Breakcold doesn’t offer direct notifications for LinkedIn comment replies. Right now, Breakcold doesn’t offer direct notifications for LinkedIn comment replies. While our social engagement features help you track posts and conversations, comment reply notifications aren’t available just yet. # How can I skip posts I don’t want to see? Source: https://developer.breakcold.com/help/social-engagement/how-can-i-skip-posts-i-dont-want-to-see You can skip posts you don’t want to see by clicking the “Skip” option on the post. You can skip posts you don’t want to see by clicking the “Skip” option on the post. How can I skip posts I don’t want to see? screenshot 1

How can I skip posts I don’t want to see? screenshot 1

# How Often Does the Feed Refresh? Source: https://developer.breakcold.com/help/social-engagement/how-often-does-the-feed-refresh The feed refreshes every 2–3 hours between 9:30 AM and 8 PM. The feed refreshes every 2–3 hours between 9:30 AM and 8 PM. # How to Search LinkedIn Posts by Keywords Source: https://developer.breakcold.com/help/social-engagement/how-to-search-linkedin-posts-by-keywords This feature helps you quickly find LinkedIn posts to engage with, streamlining your prospecting efforts. This feature helps you quickly find LinkedIn posts to engage with, streamlining your prospecting efforts. ## 1. Search LinkedIn Posts by Keywords * You can search for multiple keywords at the same time. * Search within the engagement section, lead profiles, or your Breakcold inbox. How to Search LinkedIn Posts by Keywords screenshot 1

How to Search LinkedIn Posts by Keywords screenshot 1

## 2. Use Filters to Narrow Your Search * Filter posts by date, such as "Last 7 Days". * Use filters like **tags**, **lead owner**, and **lead scoring** to find the right leads. * Combine multiple filters to create precise segments. How to Search LinkedIn Posts by Keywords screenshot 2

How to Search LinkedIn Posts by Keywords screenshot 2

How to Search LinkedIn Posts by Keywords screenshot 3

## Feature Preview [ How to Search LinkedIn Posts by Keywords screenshot 4

](https://www.youtube.com/watch?v=5FD5PKMw43Q) # Social Engagement Source: https://developer.breakcold.com/help/social-engagement/index Track social posts, engagement feeds, comments, and engagement workflows. Track social posts, engagement feeds, comments, and engagement workflows. Yes. Posts up to 1 year old can still be valuable for re-engagement. You can filter your feed by lead lists or pipeline stages to stay focused during engagement sessions. Right now, Breakcold doesn’t offer direct notifications for LinkedIn comment replies. You can skip posts you don’t want to see by clicking the “Skip” option on the post. The feed refreshes every 2–3 hours between 9:30 AM and 8 PM. This feature helps you quickly find LinkedIn posts to engage with, streamlining your prospecting efforts. Not instantly, but it's timely enough to keep you updated for effective sales engagement. Is there a tracking limit? Yes, you can track up to 300 leads per LinkedIn account for optimal feed refresh speed. What are 'Icebreakers'? Icebreakers are short, personalized sentences designed to help you start a conversation with your prospects essentially, they help you "break the ice." I... 1. Time-block your engagement sessions based on lead stage. Connection Strength is automatically calculated based on your Email and LinkedIn interactions with a lead. What Is Social Analytics? Social Analytics in Breakcold helps you measure your LinkedIn activity and engagement. The Engagement Feed is a curated stream of your leads’ LinkedIn posts. You can find them under Engagement All Posts. The To Engage section shows posts that you haven’t interacted with in the past 7 days or more, meaning you haven’t liked, commented, or skipped them. # Is the Refresh Instant? Source: https://developer.breakcold.com/help/social-engagement/is-the-refresh-instant Not instantly, but it's timely enough to keep you updated for effective sales engagement. Not instantly, but it's timely enough to keep you updated for effective sales engagement. # Is There a Tracking Limit? Source: https://developer.breakcold.com/help/social-engagement/is-there-a-tracking-limit Is there a tracking limit? Yes, you can track up to 300 leads per LinkedIn account for optimal feed refresh speed. **Is there a tracking limit?** Yes, you can track up to 300 leads per LinkedIn account for optimal feed refresh speed. The more LinkedIn accounts you connect, the faster your feed will refresh overall. Is There a Tracking Limit? screenshot 1

# What are 'Icebreakers' in Breakcold? Source: https://developer.breakcold.com/help/social-engagement/what-are-icebreakers-in-breakcold What are 'Icebreakers'? Icebreakers are short, personalized sentences designed to help you start a conversation with your prospects essentially, they help you "break the ice." I... ## What are 'Icebreakers'? Icebreakers are short, personalized sentences designed to help you start a conversation with your prospects essentially, they help you "break the ice." In Breakcold, Icebreakers can be used as variables in your email sequences. You can insert them as: * A personalized **intro line** to open your email * A friendly **PS line** to make your message feel more human and tailored Using Icebreakers adds a personal touch to your outreach and can boost your reply rates by making your emails feel less robotic and more relatable. ## Full Video Walkthrough What are 'Icebreakers' in Breakcold? screenshot 1

What are 'Icebreakers' in Breakcold? screenshot 1

# What Are Some Effective Engagement Strategies? Source: https://developer.breakcold.com/help/social-engagement/what-are-some-effective-engagement-strategies 1. Time-block your engagement sessions based on lead stage. 1. Time-block your engagement sessions based on lead stage. 2. Use engagement to warm up leads, prevent no-shows, and follow up subtly after meetings or outreach. # What is Connection Strength and how does it work? Source: https://developer.breakcold.com/help/social-engagement/what-is-connection-strength-and-how-does-it-work Connection Strength is automatically calculated based on your Email and LinkedIn interactions with a lead. Connection Strength is automatically calculated based on your **Email and LinkedIn interactions** with a lead. The score is categorized as follows: * **None**: 0 * **Weak**: 1–25 * **Medium**: 26–49 * **Good**: 50–74 * **Strong**: 75+ Without going too deep into the algorithm, it's designed to reflect real engagement, you won’t be able to “cheat” the score by simply liking all of a lead's LinkedIn posts. Every action is weighted differently depending on the stage of the interaction to keep the scoring realistic. What is Connection Strength and how does it work? screenshot 1

What is Connection Strength and how does it work? screenshot 1

If no interactions occur, the score will gradually decrease over time. # What Is Social Analytics? Source: https://developer.breakcold.com/help/social-engagement/what-is-social-analytics What Is Social Analytics? Social Analytics in Breakcold helps you measure your LinkedIn activity and engagement. ## What Is Social Analytics? Social Analytics in Breakcold helps you measure your LinkedIn activity and engagement. It gives you insights into how you’re connecting, interacting, and building relationships on social media. *** ## Available Social Analytics Blocks Add these blocks to your dashboard to get a full picture of your LinkedIn efforts: * **Sent LinkedIn Messages** – Count of messages you’ve sent. * **Received LinkedIn Messages** – Messages received from your network. * **Liked/Commented Posts** – Number of posts you’ve liked or commented on. * **Liked and Commented Posts** – Posts where you both liked and commented. * **Total Social Interactions** – Combined total of likes, comments, and messages. What Is Social Analytics? screenshot 1

*** ## Customize Your Dashboard Pick the social metrics that matter most to your outreach goals and track your LinkedIn performance in real-time. # What is the Engagement Feed? Source: https://developer.breakcold.com/help/social-engagement/what-is-the-engagement-feed The Engagement Feed is a curated stream of your leads’ LinkedIn posts. The Engagement Feed

What is the Engagement Feed? screenshot 1

is a curated stream of your leads’ LinkedIn posts. It allows you to quickly engage by liking or commenting so you can stay on their radar and build stronger relationships. What is the Engagement Feed? screenshot 2

What is the Engagement Feed? screenshot 2

# Where can I see all the posts? Source: https://developer.breakcold.com/help/social-engagement/where-can-i-see-all-the-posts You can find them under Engagement All Posts. You can find them under Engagement > All Posts. This section displays all posts from your synced leads in one place for easy browsing and interaction. Where can I see all the posts? screenshot 1

Where can I see all the posts? screenshot 1

# Why do I see old posts in the To Engage section, even though newer posts appear in the lead’s profile? Source: https://developer.breakcold.com/help/social-engagement/why-do-i-see-old-posts-in-the-to-engage-section-even-though-newer-posts-appear-in-the-leads-profile The To Engage section shows posts that you haven’t interacted with in the past 7 days or more, meaning you haven’t liked, commented, or skipped them. The To Engage section shows posts that you haven’t interacted with in the past 7 days or more, meaning you haven’t liked, commented, or skipped them. It excludes reposts and is not sorted chronologically, which is why older posts may appear before newer ones. If a post in the lead’s profile doesn’t show up in *To Engage*, it likely means you've already interacted with it or it's too recent. # Are Notification Settings User-Specific or Shared in Breakcold? Source: https://developer.breakcold.com/help/tasks-activities/are-notification-settings-user-specific-or-shared-in-breakcold Are Notification Settings User-Specific or Shared in Breakcold? ## Are Notification Settings User-Specific or Shared in Breakcold? Notification settings in Breakcold are **user-specific**. This means each team member can set their own preferences for which notifications to receive and how whether via email, in-app, or both. Changes you make only apply to **your account** and will not affect other users on your team. Everyone can tailor their notifications to suit their individual role, workflow, and level of involvement. # Are tasks linked to a message? Source: https://developer.breakcold.com/help/tasks-activities/are-tasks-linked-to-a-message When you create a task from the Email or LinkedIn inbox, it will be linked to the last conversation with the lead so in 1 click you'll be taken back to the conversation to follo... When you create a task from the Email or LinkedIn inbox, it will be linked to the last conversation with the lead so in 1 click you'll be taken back to the conversation to follow up. Are tasks linked to a message? screenshot 1

Are tasks linked to a message? screenshot 1

# Can I filter by my tasks, all tasks, or completed tasks? Source: https://developer.breakcold.com/help/tasks-activities/can-i-filter-by-my-tasks-all-tasks-or-completed-tasks Can I filter by my tasks, all tasks, or completed tasks? ## Can I filter by my tasks, all tasks, or completed tasks? Yes, in Breakcold you can filter tasks **by "My Tasks," "All Tasks," and "Completed Tasks."** Just head to the **Tasks section**, and you'll find filtering options at the top to easily switch between different task views.

Can I filter by my tasks, all tasks, or completed tasks? screenshot 1

# Can I view or find my team’s tasks? Source: https://developer.breakcold.com/help/tasks-activities/can-i-view-or-find-my-teams-tasks Can I view or find my team’s tasks? Yes, both All Tasks and Task Done can be filtered by team member. ## Can I view or find my team’s tasks? Yes, both **All Tasks** and **Task Done** can be filtered by team member. Just use the filter option in the Tasks section, then navigate to the team member dropdown next to the “Add Task” button to view tasks assigned to a specific teammate.

Can I view or find my team’s tasks? screenshot 1

# Do Notification Settings Sync Across Devices in Breakcold? Source: https://developer.breakcold.com/help/tasks-activities/do-notification-settings-sync-across-devices-in-breakcold Do Notification Settings Sync Across Devices in Breakcold? ## Do Notification Settings Sync Across Devices in Breakcold? Yes! Notification settings in Breakcold **sync seamlessly across all devices** where you’re logged into the same account. This means: * Any changes to your notification preferences like enabling or disabling alerts or choosing in-app vs. email delivery update automatically everywhere. * Your notification status (read, unread, or dismissed) stays consistent across all devices. * This synchronization ensures a smooth workflow, allowing you to switch devices without missing important alerts. ## 💡 Tip: Stay Up-to-Date Wherever You Are Because settings and notification statuses sync instantly, you can start your work on one device and continue on another without losing track. Just make sure to stay logged in on all your preferred devices to enjoy this seamless experience. # How Do I Manage Email or In-App Notifications in Breakcold? Source: https://developer.breakcold.com/help/tasks-activities/how-do-i-manage-email-or-in-app-notifications-in-breakcold How Do I Manage Email or In-App Notifications in Breakcold? ## How Do I Manage Email or In-App Notifications in Breakcold? **Step 1: Open Notification Settings** Click the **Bell icon**

How Do I Manage Email or In-App Notifications in Breakcold? screenshot 1

(usually located at the top left of the screen). How Do I Manage Email or In-App Notifications in Breakcold? screenshot 2

Then, click the **Cogwheel icon** How Do I Manage Email or In-App Notifications in Breakcold? screenshot 3

to open the notification settings. How Do I Manage Email or In-App Notifications in Breakcold? screenshot 4

**Step 2: Navigate to Global Preferences** Once in the Notification Settings, go to **Global Preferences**. Here, you’ll find two sections: * **Delivery Type** * **Notification Type** **Step 3: Choose Notification Types** You can enable or disable notifications for various activities, including: * **Task updates** * **Note replies or tags** **System alerts** (e.g., import complete, authentication failed) How Do I Manage Email or In-App Notifications in Breakcold? screenshot 5

How Do I Manage Email or In-App Notifications in Breakcold? screenshot 5

**Step 4: Select Your Delivery Method** For each notification type, select how you want to receive alerts: * **In-App** – Notifications appear directly inside Breakcold. **Email** – Notifications are sent to your inbox. How Do I Manage Email or In-App Notifications in Breakcold? screenshot 6

How Do I Manage Email or In-App Notifications in Breakcold? screenshot 6

**Step 5: Adjust Your Preferences** Use the toggle switch next to each notification type to turn it **on** or **off** based on your preference. ## 💡 Tips for Managing Notifications * **Tip 1:** Receiving too many emails? Disable email alerts for less urgent updates and rely on in-app notifications. * **Tip 2:** Keep system alerts enabled so you don’t miss critical events. * **Tip 3:** Not seeing any notifications? Double-check your email address and check your spam/junk folder. * **Tip 4:** Prefer in-app if you're actively using Breakcold. Use email if you check in occasionally. ## 👉 Learn More [Click here](https://intercom.help/breakcold/en/articles/9826620-how-to-manage-notifications) to read the full guide on notifications and best practices. # How Do I Mark All Notifications as Read? Source: https://developer.breakcold.com/help/tasks-activities/how-do-i-mark-all-notifications-as-read Step 1: Click the Bell icon to open your notification center. ## Step 1: Click the Bell icon to open your notification center.

How Do I Mark All Notifications as Read? screenshot 1

## Step 2: Click “Mark All as Read” to clear all unread notifications at once. How Do I Mark All Notifications as Read? screenshot 2

*** ## 💡 Tips for Managing Notifications * **Use “Mark All as Read” regularly** to maintain a clean workspace and reduce visual clutter. * **Review system alerts first** before clearing everything to avoid missing important updates. * **Archive less relevant notifications** after marking them read for better organization. * **Develop a weekly habit** of reviewing and clearing notifications, especially in busy teams. * **If notifications don’t clear**, try refreshing the page, logging out, or clearing your browser cache. # How Do I Stop Receiving Certain Notifications? Source: https://developer.breakcold.com/help/tasks-activities/how-do-i-stop-receiving-certain-notifications How Do I Stop Receiving Certain Notifications? ## How Do I Stop Receiving Certain Notifications? Step 1: Go to your Notification Settings.

How Do I Stop Receiving Certain Notifications? screenshot 1

Step 2: Under Global Preferences, locate the notification type you want to disable. How Do I Stop Receiving Certain Notifications? screenshot 2

Step 3: Toggle off the in-app or email switch (or both). How Do I Stop Receiving Certain Notifications? screenshot 3

# How is activity tracked in Breakcold? Source: https://developer.breakcold.com/help/tasks-activities/how-is-activity-tracked-in-breakcold Activities are automatically logged when you send emails, receive replies, or interact with a lead. Activities are automatically logged when you send emails, receive replies, or interact with a lead. You can also add notes or tasks manually. # How to complete a task? Source: https://developer.breakcold.com/help/tasks-activities/how-to-complete-a-task You need to click on the empty circle to complete a task, it will then go the Task done section. You need to click on the empty circle to complete a task, it will then go the Task done section. How to complete a task? screenshot 1

# How to Create recurring tasks or tasks with a due date (reminder) Source: https://developer.breakcold.com/help/tasks-activities/how-to-create-recurring-tasks-or-tasks-with-a-due-date-reminder How to Create recurring tasks or tasks with a due date (reminder) You can create recurring tasks, like weekly follow-ups, and assign them to multiple team members. ## How to Create recurring tasks or tasks with a due date (reminder) You can create recurring tasks, like weekly follow-ups, and assign them to multiple team members.

How to Create recurring tasks or tasks with a due date (reminder) screenshot 1

# How to create Tasks (Reminders) Source: https://developer.breakcold.com/help/tasks-activities/how-to-create-tasks-reminders Tasks & Notes in Breakcold: What to Remember You can assign tasks or notes to yourself or your team. # Tasks & Notes in Breakcold: What to Remember You can assign tasks or notes to yourself or your team. Notifications come via email and inside Breakcold. 💡 **Sales-tip 1:** Save time by creating tasks/notes directly using our Chrome extension on LinkedIn and other platforms. 💡 **Sales-tip 2:** Write notes between conversations inside the Email & LinkedIn inbox. ## How to Create a Task or Reminder **Option 1: Inside Breakcold** * Click the task button anywhere in the CRM. * Set a due date or create recurring tasks (e.g., weekly reminders) using “more options.” How to create Tasks (Reminders) screenshot 1

How to create Tasks (Reminders) screenshot 1

**Option 2: Outside Breakcold** * Use the Chrome extension on LinkedIn or 7+ other platforms. * Create tasks for leads already in Breakcold or just added via the extension. How to create Tasks (Reminders) screenshot 2

How to create Tasks (Reminders) screenshot 2

# How to view all my tasks? Source: https://developer.breakcold.com/help/tasks-activities/how-to-view-all-my-tasks How to view all my tasks? By going to 'Tasks', you'll see everything: - late tasks - tasks that don't have a date - tasks that have a date ## How to view all my tasks? By going to '[Tasks](https://app.breakcold.com/tasks)', you'll see everything: * late tasks * tasks that don't have a date * tasks that have a date How to view all my tasks? screenshot 1

# If I mark a message as done and they respond, will it come back? Source: https://developer.breakcold.com/help/tasks-activities/if-i-mark-a-message-as-done-and-they-respond-will-it-come-back Replies will continue in the thread, but the message stays in 'Done' section and won’t reopen. Replies will continue in the thread, but the message stays in 'Done' section and won’t reopen. Use the 'Mark as To Do' option at the bottom right to move it back to your To Do section. If I mark a message as done and they respond, will it come back? screenshot 1

If I mark a message as done and they respond, will it come back? screenshot 1

# I’m Not Receiving Notifications, What Should I Do? Source: https://developer.breakcold.com/help/tasks-activities/im-not-receiving-notifications-what-should-i-do I’m Not Receiving Notifications, What Should I Do? # I’m Not Receiving Notifications, What Should I Do? 1. Check your notification settings: Ensure the type is toggled on. 2. Verify your email: Make sure it’s correct in your [Profile](https://app.breakcold.com/settings/account?page=0). 3. Look in spam/junk folders for missed emails. 4. Allow notifications in your browser if using in-app alerts. If problems continue, contact Breakcold support. # Tasks & Activities Source: https://developer.breakcold.com/help/tasks-activities/index Handle tasks, reminders, activity history, notifications, and done states. Handle tasks, reminders, activity history, notifications, and done states. Are Notification Settings User-Specific or Shared in Breakcold? When you create a task from the Email or LinkedIn inbox, it will be linked to the last conversation with the lead so in 1 click you'll be taken back to the conversation to follo... Can I filter by my tasks, all tasks, or completed tasks? Can I view or find my team’s tasks? Yes, both All Tasks and Task Done can be filtered by team member. Do Notification Settings Sync Across Devices in Breakcold? How Do I Manage Email or In-App Notifications in Breakcold? Step 1: Click the Bell icon to open your notification center. How Do I Stop Receiving Certain Notifications? Activities are automatically logged when you send emails, receive replies, or interact with a lead. You need to click on the empty circle to complete a task, it will then go the Task done section. How to Create recurring tasks or tasks with a due date (reminder) You can create recurring tasks, like weekly follow-ups, and assign them to multiple team members. Tasks & Notes in Breakcold: What to Remember You can assign tasks or notes to yourself or your team. How to view all my tasks? By going to 'Tasks', you'll see everything: - late tasks - tasks that don't have a date - tasks that have a date I’m Not Receiving Notifications, What Should I Do? Replies will continue in the thread, but the message stays in 'Done' section and won’t reopen. Activities can include emails sent, replies received, LinkedIn interactions, notes added, tasks completed, lead actions, and more. When your payment is past due: Your workspace may lose access to connected services. The Last Interaction refers to the most recent engagement you’ve had with a lead, specifically through email or social DMs. At Breakcold, notifications are a key feature designed to keep you informed about important events and updates related to your contacts, tasks, and system activities. The Done section contains messages you’ve completed. The To Do section shows all open or active messages that require attention. When creating a task, can I add or assign it to someone? # What counts as an activity? Source: https://developer.breakcold.com/help/tasks-activities/what-counts-as-an-activity Activities can include emails sent, replies received, LinkedIn interactions, notes added, tasks completed, lead actions, and more. Activities can include emails sent, replies received, LinkedIn interactions, notes added, tasks completed, lead actions, and more. What counts as an activity? screenshot 1

What counts as an activity? screenshot 1

# What happens when my bill is overdue? Source: https://developer.breakcold.com/help/tasks-activities/what-happens-when-my-bill-is-overdue When your payment is past due: Your workspace may lose access to connected services. When your payment is past due: * Your workspace may lose access to connected services. * Linked accounts (e.g., email, LinkedIn) may be temporarily disconnected. * You may receive alerts or overdue reminders. # What is “Last Interaction”? Source: https://developer.breakcold.com/help/tasks-activities/what-is-last-interaction The Last Interaction refers to the most recent engagement you’ve had with a lead, specifically through email or social DMs. The Last Interaction refers to the most recent engagement you’ve had with a lead, specifically through email or social DMs. What is “Last Interaction”? screenshot 1

What is “Last Interaction”? screenshot 1

💡 **Note:** This data is important because it serves as the foundation for automated workflows like auto-task creation, reminders, and more. # What is Notifications & Preferences? Source: https://developer.breakcold.com/help/tasks-activities/what-is-notifications-preferences At Breakcold, notifications are a key feature designed to keep you informed about important events and updates related to your contacts, tasks, and system activities. At Breakcold, notifications are a key feature designed to keep you informed about important events and updates related to your contacts, tasks, and system activities. They ensure you stay connected and can take timely action within the platform. ## Breakcold notifications come in two main types: * **In-App Notifications:** These alerts appear directly within the Breakcold app, providing real-time updates as you work. * **Email Notifications:** Sent to your registered email address, these keep you informed even when you’re away from the app. What is Notifications & Preferences? screenshot 1

What is Notifications & Preferences? screenshot 1

## Common Breakcold Notifications Include: **System Notifications:** Notifications about system-related events such as email account authentication failures, import completions, export readiness, and LinkedIn inbox syncs. What is Notifications & Preferences? screenshot 2

What is Notifications & Preferences? screenshot 2

**User-Specific Notifications:** Alerts tied to your activity, including when you receive replies to notes, are tagged in notes, or when tasks are created, completed, or nearing their due dates. What is Notifications & Preferences? screenshot 3

What is Notifications & Preferences? screenshot 3

What is Notifications & Preferences? screenshot 4

By managing your notification preferences in Breakcold, you can stay organized and responsive, focusing on what matters most to you. # What is the “Done” section? Source: https://developer.breakcold.com/help/tasks-activities/what-is-the-done-section The Done section contains messages you’ve completed. The **Done** section contains messages you’ve completed. You can always revisit and reopen them by clicking **"Mark To Do"** at the bottom of the message. What is the “Done” section? screenshot 1

What is the “Done” section? screenshot 1

# What is the “To Do” section? Source: https://developer.breakcold.com/help/tasks-activities/what-is-the-to-do-section The To Do section shows all open or active messages that require attention. The To Do section shows all open or active messages that require attention. New messages and conversations that haven't been marked as done will appear here. What is the “To Do” section? screenshot 1

What is the “To Do” section? screenshot 1

# When creating a task, can I add or assign it to someone? Source: https://developer.breakcold.com/help/tasks-activities/when-creating-a-task-can-i-add-or-assign-it-to-someone When creating a task, can I add or assign it to someone? ## When creating a task, can I add or assign it to someone? Yes, you can. When you click **Add Task**

When creating a task, can I add or assign it to someone? screenshot 1

, you’ll see an **Add Assignee** When creating a task, can I add or assign it to someone? screenshot 2

option at the bottom of the task creation window. This allows you to assign tasks to specific team members—helping you stay organized, delegate responsibilities clearly, and ensure accountability across your team. When creating a task, can I add or assign it to someone? screenshot 3

When creating a task, can I add or assign it to someone? screenshot 3

# How can I prevent my account from being disconnected? Source: https://developer.breakcold.com/help/troubleshooting/how-can-i-prevent-my-account-from-being-disconnected To avoid interruptions: 1. Ensure timely payments – Track your billing cycle and pay before the due date. To avoid interruptions: 1. **Ensure timely payments** – Track your billing cycle and pay before the due date. 2. **Review plan changes** – If you upgrade or downgrade your plan, confirm that any previous balance is paid. 3. **Use payment links** – Follow any payment reminders you receive to settle invoices immediately. # I lost all my data. Where can I find it? Source: https://developer.breakcold.com/help/troubleshooting/i-lost-all-my-data-where-can-i-find-it First, please make sure you’re logged in using the correct email address you originally signed up with. First, please make sure you’re logged in using the correct email address you originally signed up with. If you haven’t deleted your data, it’s possible you’re logged into a different email account or workspace. If you still can’t find your data, please reach out to our support team for help! # I'm not getting the SMS from the 2FA by LinkedIn Source: https://developer.breakcold.com/help/troubleshooting/im-not-getting-the-sms-from-the-2fa-by-linkedin In that case, there's nothing we can do it's on the LinkedIn side. In that case, there's nothing we can do it's on the LinkedIn side. Your only option is to de-activate 2FA via SMS and set it up with OAuth or not using 2FA at all. You can also try an alternative solution which is that you can allow push notifications in your LinkedIn mobile App to receive the 2FA code. # Troubleshooting Source: https://developer.breakcold.com/help/troubleshooting/index Fix stuck states, missing data, connection issues, and unexpected errors. Fix stuck states, missing data, connection issues, and unexpected errors. To avoid interruptions: 1. Ensure timely payments – Track your billing cycle and pay before the due date. First, please make sure you’re logged in using the correct email address you originally signed up with. In that case, there's nothing we can do it's on the LinkedIn side. If your LinkedIn status is stuck on “Authenticating” for more than an hour, it’s likely due to an error during the setup process. # Why is my LinkedIn status stuck on “Authenticating” and how do I resolve it? Source: https://developer.breakcold.com/help/troubleshooting/why-is-my-linkedin-status-stuck-on-authenticating-and-how-do-i-resolve-it If your LinkedIn status is stuck on “Authenticating” for more than an hour, it’s likely due to an error during the setup process. If your LinkedIn status is stuck on “Authenticating” for more than an hour, it’s likely due to an error during the setup process. Why is my LinkedIn status stuck on “Authenticating” and how do I resolve it? screenshot 1

Why is my LinkedIn status stuck on “Authenticating” and how do I resolve it? screenshot 1

To resolve this: Delete the current LinkedIn connection from your [Accounts settings](https://app.breakcold.com/accounts). Why is my LinkedIn status stuck on “Authenticating” and how do I resolve it? screenshot 2

Why is my LinkedIn status stuck on “Authenticating” and how do I resolve it? screenshot 2

2. Reconnect your LinkedIn account by going through the authentication process again. Why is my LinkedIn status stuck on “Authenticating” and how do I resolve it? screenshot 3

Why is my LinkedIn status stuck on “Authenticating” and how do I resolve it? screenshot 3

**Note:** Deleting the connection will not delete any of your data. Once reconnected, Breakcold will automatically resync all your LinkedIn data. This usually fixes the issue. If the problem persists after reconnecting, feel free to contact our support team at **[support@breakcold.com](mailto:support@breakcold.com)** for further assistance. # Are tags shared across team members? Source: https://developer.breakcold.com/help/workspace-permissions/are-tags-shared-across-team-members Yes, tags are workspace-wide, so all team members can see and use them to stay aligned. Yes, tags are workspace-wide, so all team members can see and use them to stay aligned. # Can I make the template available to all workspaces? Source: https://developer.breakcold.com/help/workspace-permissions/can-i-make-the-template-available-to-all-workspaces Yes, you can! Just toggle on the option that says " Workspace template (available on all workspaces)" to enable it. Yes, you can! Just toggle on the option that says " Workspace template (available on all workspaces)" to enable it. Can I make the template available to all workspaces? screenshot 1

Can I make the template available to all workspaces? screenshot 1

# Can I reset my workspace? Source: https://developer.breakcold.com/help/workspace-permissions/can-i-reset-my-workspace Can I reset my workspace? Yes, you can reset your workspace by going to Settings General. ## Can I reset my workspace? Yes, you can reset your workspace by going to [Settings](https://app.breakcold.com/settings?page=0) > General. Please note that **only the workspace owner** has permission to perform a reset. Can I reset my workspace? screenshot 1

# Can I see team members’ activity? Source: https://developer.breakcold.com/help/workspace-permissions/can-i-see-team-members-activity Yes, this feature is available on the Custom Plan designed for large enterprises. Yes, this feature is available on the **Custom Plan** designed for large enterprises. To enable it or learn more, please contact us at **[support@breakcold.com](mailto:support@breakcold.com)**. # How can I add another Owner to my Breakcold workspace? Source: https://developer.breakcold.com/help/workspace-permissions/how-can-i-add-another-owner-to-my-breakcold-workspace How can I add another Owner to my Breakcold workspace? ## How can I add another Owner to my Breakcold workspace? You need to email **[support@breakcold.com](mailto:support@breakcold.com)** to request adding a new **Owner**. # How can I change the default currency of my workspace? Source: https://developer.breakcold.com/help/workspace-permissions/how-can-i-change-the-default-currency-of-my-workspace How can I change the default currency of my workspace? ## How can I change the default currency of my workspace? Go to **Settings > General**, scroll down to **Workspace Preferences**, and update the **Default Currency** from the currency dropdown.

How can I change the default currency of my workspace? screenshot 1

# How can I change the name of my workspace? Source: https://developer.breakcold.com/help/workspace-permissions/how-can-i-change-the-name-of-my-workspace How can I change the name of my workspace? ## How can I change the name of my workspace? You can change your workspace name by going to **Settings > General**, then updating the workspace name there.

How can I change the name of my workspace? screenshot 1

# How can I filter emails from being ingested into my workspace? Source: https://developer.breakcold.com/help/workspace-permissions/how-can-i-filter-emails-from-being-ingested-into-my-workspace How can I filter emails from being ingested into my workspace? ## How can I filter emails from being ingested into my workspace? To set up filters, go to **Settings > Advanced > Email Filtering**. You can block emails by setting filters based on specific keywords or regex patterns. These filters will apply to the following email fields: * **Subject** * **From Name** * **From Address** * **Email HTML content** **Examples of filters you can use:** * `warmup` — blocks any email containing “warmup” * `*@warmup.com` — blocks all emails sent from warmup.com * `test*` — blocks emails starting with “test” * `*unsubscribe*` — blocks emails containing the word “unsubscribe” How can I filter emails from being ingested into my workspace? screenshot 1

How can I filter emails from being ingested into my workspace? screenshot 1

# How can I leave a workspace I no longer need? Source: https://developer.breakcold.com/help/workspace-permissions/how-can-i-leave-a-workspace-i-no-longer-need How can I leave a workspace I no longer need? ## How can I leave a workspace I no longer need? ⚠️ \*\*Please note:\*\*This action is **irreversible**. **Make sure you're in the workspace you want to remove.** Then go to Workspace > [General Settings](https://app.breakcold.com/settings?page=0), scroll down, and you’ll see the **“Leave Workspace”** button. How can I leave a workspace I no longer need? screenshot 1

How can I leave a workspace I no longer need? screenshot 1

# How can I manage, create, or delete workspaces? Source: https://developer.breakcold.com/help/workspace-permissions/how-can-i-manage-create-or-delete-workspaces You can do this from Settings Organization Workspaces. You can do this from Settings > Organization > Workspaces. To create a workspace, click on the “Create Workspace” button. How can I manage, create, or delete workspaces? screenshot 1

How can I manage, create, or delete workspaces? screenshot 1

To delete a workspace, click on the three-dot menu next to the workspace name and select Delete. How can I manage, create, or delete workspaces? screenshot 2

How can I manage, create, or delete workspaces? screenshot 2

You can also manage access to each workspace from the same section. How can I manage, create, or delete workspaces? screenshot 3

# How can I pin my sidebar? Source: https://developer.breakcold.com/help/workspace-permissions/how-can-i-pin-my-sidebar Just click the drawer icon (usually in the top-left corner) to expand the sidebar and view all your options. Just click the **drawer icon** How can I pin my sidebar? screenshot 1

(usually in the top-left corner) to expand the sidebar and view all your options. How can I pin my sidebar? screenshot 2

# How can I update my default country code? Source: https://developer.breakcold.com/help/workspace-permissions/how-can-i-update-my-default-country-code How can I update my default country code? ## How can I update my default country code? Go to **Settings > General**, then scroll down to **Workspace Preferences** where you can update the default country code.

How can I update my default country code? screenshot 1

# How can I update my profile picture and my personal information? Source: https://developer.breakcold.com/help/workspace-permissions/how-can-i-update-my-profile-picture-and-my-personal-information Go to Settings My Profile. Click on your current profile picture or the avatar icon. Go to Settings > My Profile. Click on your current profile picture or the avatar icon. Upload a new image from your device. Save the changes How can I update my profile picture and my personal information? screenshot 1

# How can I upload my organization avatar? Source: https://developer.breakcold.com/help/workspace-permissions/how-can-i-upload-my-organization-avatar Navigate to Settings Organization General, then click on the avatar image to upload a new one. Navigate to [Settings](https://app.breakcold.com/settings/organization) > Organization > General, then click on the avatar image to upload a new one. How can I upload my organization avatar? screenshot 1

# Workspace & Permissions Source: https://developer.breakcold.com/help/workspace-permissions/index Configure workspaces, organizations, roles, members, and preferences. Configure workspaces, organizations, roles, members, and preferences. Yes, tags are workspace-wide, so all team members can see and use them to stay aligned. Yes, you can! Just toggle on the option that says " Workspace template (available on all workspaces)" to enable it. Can I reset my workspace? Yes, you can reset your workspace by going to Settings General. Yes, this feature is available on the Custom Plan designed for large enterprises. How can I add another Owner to my Breakcold workspace? How can I change the default currency of my workspace? How can I change the name of my workspace? How can I filter emails from being ingested into my workspace? How can I leave a workspace I no longer need? You can do this from Settings Organization Workspaces. Just click the drawer icon (usually in the top-left corner) to expand the sidebar and view all your options. How can I update my default country code? Go to Settings My Profile. Click on your current profile picture or the avatar icon. Navigate to Settings Organization General, then click on the avatar image to upload a new one. At the Organization level, roles define what a user can do across all workspaces within the organization. What is the difference between each workspace role? Organization roles control the account-level permissions (billing, seats, and workspace management), while workspace roles control user permissions within a specific workspace (... Note: Only Workspace Owners, Admins, and Managers can invite team members. Go to Settings Organization Members. From there, you can invite new team members to join your organization. Where can I manage roles and permissions at the workspace level? Go to Settings Organization General, then edit the organization name field. Where can I upload my workspace avatar? Note: The maximum file size is 2MB, and supported formats are JPEG, PNG, and GIF. # What are the roles and permissions at the Organization level? Source: https://developer.breakcold.com/help/workspace-permissions/what-are-the-roles-and-permissions-at-the-organization-level At the Organization level, roles define what a user can do across all workspaces within the organization. At the Organization level, roles define what a user can do across all workspaces within the organization. What are the roles and permissions at the Organization level? screenshot 1

What are the roles and permissions at the Organization level? screenshot 1

Organization Roles & Permissions | Role | Permissions | | ---------- | --------------------------------------------------------------------------------------------------------- | | Org Owner | Full control over the organization: can manage all workspaces, billing, users, and settings. | | Org Admin | Can manage users, view billing, and oversee multiple workspaces, but cannot delete the organization. | | Org Member | Can access the workspaces they’ve been added to, but cannot manage billing or organization-wide settings. | ⚠️ *Note: These roles are different from Workspace-level roles like Owner, Admin, Manager, etc.* # What is the difference between each workspace role? Source: https://developer.breakcold.com/help/workspace-permissions/what-is-the-difference-between-each-workspace-role What is the difference between each workspace role? ## What is the difference between each workspace role? 1. **Owner**: Has full control — can manage everything including **deleting the workspace**. 2. **Admin**: Can **invite/remove members**, manage **billing**, and **view connected accounts**, but **can’t delete** the workspace. 3. **Manager**: Can manage **team members**, but **can’t access billing**, view connected accounts, or delete the workspace. 4. **Member**: Has limited access — can’t invite members or change workspace settings. 5. **Guest**: Read-only access — perfect for **agency clients** or external collaborators who need visibility but not control. What is the difference between each workspace role? screenshot 1

What is the difference between each workspace role? screenshot 1

# What’s the difference between organization and workspace roles & permissions Source: https://developer.breakcold.com/help/workspace-permissions/whats-the-difference-between-organization-and-workspace-roles-permissions Organization roles control the account-level permissions (billing, seats, and workspace management), while workspace roles control user permissions within a specific workspace (... Organization roles control the account-level permissions (billing, seats, and workspace management), while workspace roles control user permissions within a specific workspace (managing leads and workspace settings). # Where can I invite a team member? Source: https://developer.breakcold.com/help/workspace-permissions/where-can-i-invite-a-team-member Note: Only Workspace Owners, Admins, and Managers can invite team members. **Note:** Only Workspace Owners, Admins, and Managers can invite team members. The invite link is valid for 72 hours only. You can invite multiple members at once. Also, the account owner should ensure enough seats are available to allocate for the added members. ## Where can I invite a team member? * Go to **Settings > Members**, or you can also find it on the left-hand panel, just make sure you have the necessary permissions to access it.

Where can I invite a team member? screenshot 1

Where can I invite a team member? screenshot 2

* **Enter the email address** — you can add multiple emails at once. Where can I invite a team member? screenshot 3

Where can I invite a team member? screenshot 4

* After sending, the invite will show as **“Waiting for Acceptance.”** Where can I invite a team member? screenshot 5

If the invitee clicks **"Accept"** but doesn’t complete the setup, the status will show as **“Onboarding in Progress.”** Once they finish the setup, the status will automatically update to **“Connected.”** # Where can I invite organization team members? Source: https://developer.breakcold.com/help/workspace-permissions/where-can-i-invite-organization-team-members Go to Settings Organization Members. From there, you can invite new team members to join your organization. Go to Settings > Organization > Members. From there, you can invite new team members to join your organization. Where can I invite organization team members? screenshot 1

Where can I invite organization team members? screenshot 1

# Where can I manage roles and permissions at the workspace level? Source: https://developer.breakcold.com/help/workspace-permissions/where-can-i-manage-roles-and-permissions-at-the-workspace-level Where can I manage roles and permissions at the workspace level? ## Where can I manage roles and permissions at the workspace level? **Note:** Only certain roles (like Owner and Admin) can manage permissions for others. You can view and assign **workspace-level roles** by going to [Settings](https://app.breakcold.com/accounts?page=0) > [Members](https://app.breakcold.com/settings/team?page=0). Where can I manage roles and permissions at the workspace level? screenshot 1

Where can I manage roles and permissions at the workspace level? screenshot 1

# Where can I update the name of my organization? Source: https://developer.breakcold.com/help/workspace-permissions/where-can-i-update-the-name-of-my-organization Go to Settings Organization General, then edit the organization name field. Go to [Settings](https://app.breakcold.com/settings/organization) > Organization > General, then edit the organization name field. Where can I update the name of my organization? screenshot 1

Where can I update the name of my organization? screenshot 1

# Where can I upload my workspace avatar? Source: https://developer.breakcold.com/help/workspace-permissions/where-can-i-upload-my-workspace-avatar Where can I upload my workspace avatar? Note: The maximum file size is 2MB, and supported formats are JPEG, PNG, and GIF. ## Where can I upload my workspace avatar? **Note:** The maximum file size is 2MB, and supported formats are JPEG, PNG, and GIF. Go to [Settings](https://app.breakcold.com/settings?page=0) > General, then scroll to **Workspace Avatar**.

# Integrations Source: https://developer.breakcold.com/integrations/integrations Easily integrate with your favorite tools and services. Zapier.com Make.com Pabbly.com # Create an attributes Source: https://developer.breakcold.com/v3/api-reference/attributes/create-an-attributes /v3/api-reference/openapi.json post /attribute # Delete an attribute Source: https://developer.breakcold.com/v3/api-reference/attributes/delete-an-attribute /v3/api-reference/openapi.json delete /attributes/{id} # List attributes Source: https://developer.breakcold.com/v3/api-reference/attributes/list-attributes /v3/api-reference/openapi.json get /attributes # Update an attribute Source: https://developer.breakcold.com/v3/api-reference/attributes/update-an-attribute /v3/api-reference/openapi.json patch /attributes/{id} # Introduction Source: https://developer.breakcold.com/v3/api-reference/introduction Welcome to the Breakcold API! You can use our API to access Breakcold API endpoints, which can get information on your leads and more. ## Authentication To use Breakcold API, you need to authenticate yourself using your API key. You can find your API key on your Breakcold dashboard here [Integrations settings](https://app.breakcold.com/settings/integrations). Updated API Key Required for Some Endpoints Please be advised that certain endpoints in the API documentation require the latest version of the API key. The new key version begins with "breakcold-usr". To obtain the new key, please revoke your previous one. Failure to update your API key may result in access failure or other issues. Thank you for your cooperation. ### Header Parameters for Authentication with API Key Your Breakcold API key. ``` { "method": "GET", "url": "https://api.breakcod.com/rest/lead/123 "headers": { "Content-Type": "application/json", "X-API-Key": "YOUR_API_KEY_HERE" } } ``` # Connect a lead to a company Source: https://developer.breakcold.com/v3/api-reference/leads/connect-a-lead-to-a-company /v3/api-reference/openapi.json post /leads/{id_lead}/connect id_lead need to be the company ID, id_lead_2 is the lead ID # Create Lead Source: https://developer.breakcold.com/v3/api-reference/leads/create-a-lead POST /lead ### Updating Lead Custom 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. provider a wrong value for an attribute will result in an error response. Example: ```json theme={null} { "attributes": { "attribute-id-1": "New Value 1", "attribute-id-2": 42, "attribute-id-3": true, "select-attribute-id": "option-id-1", "multiselect-attribute-id": ["option-id-2", "option-id-3"] } } ``` # Delete a lead Source: https://developer.breakcold.com/v3/api-reference/leads/delete-a-lead /v3/api-reference/openapi.json delete /leads/{id} # Delete many leads Source: https://developer.breakcold.com/v3/api-reference/leads/delete-many-leads /v3/api-reference/openapi.json post /leads/delete-many # Disconnect a lead from a company Source: https://developer.breakcold.com/v3/api-reference/leads/disconnect-a-lead-from-a-company /v3/api-reference/openapi.json post /leads/{id_lead}/disconnect id_lead need to be the company ID, id_lead_2 is the lead ID # Get a lead by id Source: https://developer.breakcold.com/v3/api-reference/leads/get-a-lead-by-id /v3/api-reference/openapi.json get /leads/{id} # List leads with pagination and filters Source: https://developer.breakcold.com/v3/api-reference/leads/list-leads-with-pagination-and-filters /v3/api-reference/openapi.json post /leads/list # Search leads Source: https://developer.breakcold.com/v3/api-reference/leads/search-leads /v3/api-reference/openapi.json post /leads/search # Update Lead Source: https://developer.breakcold.com/v3/api-reference/leads/update-a-lead PATCH /leads/{id} ### Updating Lead Custom 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. provider a wrong value for an attribute will result in an error response. Example: ```json theme={null} { "data": { "attributes": { "attribute-id-1": "New Value 1", "attribute-id-2": 42, "attribute-id-3": true, "select-attribute-id": "option-id-1", "multiselect-attribute-id": ["option-id-2", "option-id-3"] } } } ``` # Add many leads to a list Source: https://developer.breakcold.com/v3/api-reference/lists/add-many-leads-to-a-list /v3/api-reference/openapi.json post /lists/{id}/add-leads Add your leads to a list based on filters # Create a list Source: https://developer.breakcold.com/v3/api-reference/lists/create-a-list /v3/api-reference/openapi.json post /lists # Delete a list Source: https://developer.breakcold.com/v3/api-reference/lists/delete-a-list /v3/api-reference/openapi.json delete /lists/{id} # Duplicate a list Source: https://developer.breakcold.com/v3/api-reference/lists/duplicate-a-list /v3/api-reference/openapi.json post /lists/{id}/duplicate # Get all lists Source: https://developer.breakcold.com/v3/api-reference/lists/get-all-lists /v3/api-reference/openapi.json get /lists # Move many leads to a list Source: https://developer.breakcold.com/v3/api-reference/lists/move-many-leads-to-a-list /v3/api-reference/openapi.json post /lists/{id}/move-leads Move your leads to a list based on filters # Remove many leads from a list Source: https://developer.breakcold.com/v3/api-reference/lists/remove-many-leads-from-a-list /v3/api-reference/openapi.json post /lists/{id}/remove-leads Remove your leads from a list based on filters # Update a list Source: https://developer.breakcold.com/v3/api-reference/lists/update-a-list /v3/api-reference/openapi.json patch /lists/{id} # Get members of a workspace Source: https://developer.breakcold.com/v3/api-reference/members/get-members-of-a-workspace /v3/api-reference/openapi.json get /members # Create a note Source: https://developer.breakcold.com/v3/api-reference/notes/create-a-note /v3/api-reference/openapi.json post /notes # Delete a note Source: https://developer.breakcold.com/v3/api-reference/notes/delete-a-note /v3/api-reference/openapi.json delete /notes/{id} # Get a note Source: https://developer.breakcold.com/v3/api-reference/notes/get-a-note /v3/api-reference/openapi.json get /notes/{id} # List notes Source: https://developer.breakcold.com/v3/api-reference/notes/list-notes /v3/api-reference/openapi.json post /notes/list # Update a note Source: https://developer.breakcold.com/v3/api-reference/notes/update-a-note /v3/api-reference/openapi.json patch /notes/{id} # Create a reminder Source: https://developer.breakcold.com/v3/api-reference/reminders/create-a-reminder /v3/api-reference/openapi.json post /reminders # Delete a reminder Source: https://developer.breakcold.com/v3/api-reference/reminders/delete-a-reminder /v3/api-reference/openapi.json delete /reminders/{id} # List reminders with filters and pagination Source: https://developer.breakcold.com/v3/api-reference/reminders/list-reminders-with-filters-and-pagination /v3/api-reference/openapi.json post /reminders/list # Update a reminder Source: https://developer.breakcold.com/v3/api-reference/reminders/update-a-reminder /v3/api-reference/openapi.json patch /reminders/{id} # Create a status Source: https://developer.breakcold.com/v3/api-reference/status/create-a-status /v3/api-reference/openapi.json post /status # Delete a status Source: https://developer.breakcold.com/v3/api-reference/status/delete-a-status /v3/api-reference/openapi.json delete /status/{id} # Update a status Source: https://developer.breakcold.com/v3/api-reference/status/update-a-status /v3/api-reference/openapi.json patch /status/{id} # Update many status Source: https://developer.breakcold.com/v3/api-reference/status/update-many-status /v3/api-reference/openapi.json patch /status # Create a tag Source: https://developer.breakcold.com/v3/api-reference/tags/create-a-tag /v3/api-reference/openapi.json post /tags # Delete a tag Source: https://developer.breakcold.com/v3/api-reference/tags/delete-a-tag /v3/api-reference/openapi.json delete /tags/{id} # Get a tag by id Source: https://developer.breakcold.com/v3/api-reference/tags/get-a-tag-by-id /v3/api-reference/openapi.json get /tags/{id} # List tags Source: https://developer.breakcold.com/v3/api-reference/tags/list-tags /v3/api-reference/openapi.json get /tags # Update a tag Source: https://developer.breakcold.com/v3/api-reference/tags/update-a-tag /v3/api-reference/openapi.json patch /tags/{id} # Get user details Source: https://developer.breakcold.com/v3/api-reference/user/get-user-details /v3/api-reference/openapi.json get /me # Get user workspaces Source: https://developer.breakcold.com/v3/api-reference/workspaces/get-user-workspaces /v3/api-reference/openapi.json get /workspaces # How to use Custom Attributes Source: https://developer.breakcold.com/v3/getting-started-attributes Learn how to effectively use custom attributes in Breakcold to enhance your workflows. ## 1. Get the Field ID You Want to Update To update a custom attribute, you first need its Field ID. Here’s how to find it: 1. Navigate to [**Person**](https://app.breakcold.com/settings/data/person) or [**Company Settings**](https://app.breakcold.com/settings/data/company) in your Breakcold workspace settings 2. Locate the field you want to update. 3. Click on the three dots next to the field and select **Copy attribute ID**. ### Special Note for `Select`, `MultiSelect`, `Location`,`Date`, or `Relation` Attribute Types Custom attributes can have special behaviors depending on their types. Here are some key points to remember: * **`Select`, `MultiSelect` Attributes**: The value can be a single option ID or an array of option IDs. The backend will handle the conversion automatically. * **`Location` Attributes**: The value should be an object with the following properties: ```json theme={null} { "latitude": 48.8566, "longitude": 2.3522, "address": "Paris, France" } ``` * **`Date` Attributes**: The value must be in ISO 8601 format. * **`Relation` Attributes**: The value must be the ID of the related lead. *** ## 2. Create or Update a Lead with Custom Attributes When [creating](/v3/api-reference/leads/create-a-lead) or [updating](/v3/api-reference/leads/update-a-lead) a lead, include the attributes you want to modify in the **body** of the API request. Here's an example: ```json theme={null} { "attributes": { "company-size": 500, "last-contact-date": "2023-05-10T14:30:00Z", "is-qualified": true, "industry": "option-id-tech", "date": "2023-05-10T14:30:00Z", "interests": ["option-id-ai", "option-id-cloud"], "location": { "latitude": 48.8566, "longitude": 2.3522, "address": "Paris, France" }, "related-lead": "lead-id-12345", "notes": "Interested in our enterprise solution" } } ``` ### Important Notes: * Ensure that all **`Select`** or **`MultiSelect`** attribute values are valid IDs. Incorrect or unrecognized IDs will result in an error. * **`Location` Attributes**: The backend expects latitude, longitude, and address values to be present in the object. * **`Relation` Attributes**: The value must be the ID of the related lead. * **`Date` Attributes**: The value must be in ISO 8601 format. For more details on request structure and available endpoints, refer to the [API Reference](#). *** ### Error Handling * Unrecognized IDs or invalid values for `Select`, `Relation` or `MultiSelect` attributes will return an error. * Ensure proper data structure for `Location` attributes. For more details on request structure and available endpoints, refer to the [API Reference](/v3/api-reference/). *** ## 3. You're Done! 🎉 Congratulations! You’ve successfully used custom attributes in Breakcold. If you encounter any errors, double-check your Field IDs and values, especially for **Select**, **Location**, and **Relation** attributes. # Quickstart Source: https://developer.breakcold.com/v3/quickstart Start requesting Breakcold API in a few steps. ## Authentication To use Breakcold API, you need to authenticate yourself using your API key. You can find your API key on your Breakcold dashboard here [Integrations settings](https://app.breakcold.com/settings/integrations). Updated API Key Required for Some Endpoints Please be advised that certain endpoints in the API documentation require the latest version of the API key. The new key version begins with "breakcold-usr". To obtain the new key, please revoke your previous one. Failure to update your API key may result in access failure or other issues. Thank you for your cooperation. ### Header Parameters for Authentication with API Key Your Breakcold API key. ``` { "method": "GET", "url": "https://api.breakcod.com/lead/123 "headers": { "Content-Type": "application/json", "X-API-Key": "YOUR_API_KEY_HERE" } } ``` ## Endpoint The endpoint for Breakcold API is `https://api.breakcold.com/rest`. ## Rate Limiting To ensure stability and fair use for everyone, our API enforces rate limits per user. **Current rule:** * You can send up to **60 requests per 60-seconds window**. If you exceed this limit, the API will return a **`429 Too Many Requests`** error until your quota resets. **How to check your current usage** Each API response includes rate-limit information in the headers: | Header | Description | | ----------------------- | ------------------------------------------------------------ | | `X-RateLimit-Limit` | The maximum number of requests allowed per window (e.g. 60). | | `X-RateLimit-Remaining` | How many requests you have left in the current window. | | `X-RateLimit-Reset` | Time (in seconds) until the limit resets. | By checking these headers, you can monitor your usage and avoid hitting the limit. **Example** ```http theme={null} HTTP/1.1 200 OK X-RateLimit-Limit: 60 X-RateLimit-Remaining: 12 X-RateLimit-Reset: 145 ``` In this example: * You’ve made 48 requests so far (60 - 12 = 48). * Your limit will reset in 145 seconds. ## Support If you encounter any issues while using Breakcold API, please contact our support team at [support@breakcold.com](mailto:support@breakcold.com). Thank you for choosing Breakcold! We hope that our API will help you achieve your goals. ## Next Steps Here are some next steps to help you get started with Breakcold API: Our API reference provides information about our endpoints. Get my api key # Webhook Source: https://developer.breakcold.com/webhook ## Introduction Webhooks are a way for two applications to communicate with each other in real-time. When an event occurs in one application, a webhook can be used to send a payload of data to a URL specified by the other application. The receiving application can then take action based on the data in the payload. Manage your Webhook endpoint's [here](https://app.breakcold.com/settings/webhook) ## Usage ### Supported Events The following events are currently supported by our Webhook: * **Lead Events**: `lead.create`, `lead.update`, `lead.delete` * **Lead Activity Events**: `lead.status.update`, `lead.lists.update`, `lead.tags.update`, `lead.track`, `lead.task.create`, `lead.task.update`, `lead.task.delete`, `lead.note.create`, `lead.note.update`, `lead.note.delete` * **List Events**: `list.create`, `list.update`, `list.delete` * **Status Events**: `status.create`, `status.update`, `status.delete` * **Tag Events**: `tag.create`, `tag.update`, `tag.delete` [More info on the events](https://developer.breakcold.com/events) ### Payload The payload of a webhook contains the data that is being sent from one application to another. Here is a sample payload: ```json theme={null} { "id_space": "eb8edc65-129a-4cb6-abbe-6bf8979c0658", "event": "lead.create", "secret": "wh_a46f35f22d9723a", "payload": { "id": "e106db1f-aba3-40ba-97a7-507b54757ef8", "email": null, "company": null, "notes": null, "phone": null, "linkedin_url": null, "created_at": "2023-04-29T11:13:55.021Z", "updated_at": null, "first_name": "Jean", "icebreaker": "", "last_name": "remove", "website_url": null, "timezone": null, "city": null, "company_role": null, "twitter_name": null, "avatar_url": null, "icebreaker_2": "", "icebreaker_3": "", "icebreaker_4": "", "email_bounce_score": null, "twitter_company_name": null, "is_deleted": false, "is_deleted_at": null, "order": 0, "contract_value": 0, "is_tracked": false, "id_import_task": null, "id_linkedin_company": null, "id_linkedin": null, "id_space": "eb8edc65-129a-4cb6-abbe-6bf8979c0658", } } ``` The payload contains the following fields: * **id\_space**: The ID of the space that the event occurred in. * **event**: The event that occurred. * **secret**: A secret value that is included in the payload to verify the source of the webhook. * **payload**: The data that is being sent with the webhook. The structure of this data will depend on the event that occurred. ### Delivery Failed If the delivery of a webhook fails 10 times, the webhook endpoint will be paused. There is no retry policy, so it is up to the receiving application to handle any errors that occur during the delivery of a webhook. ## Conclusion Webhooks are a powerful tool for integrating two applications in real-time. By using webhooks, your application can respond to events as they happen and take action based on the data that is sent with the event.