Breakcold Setup: Social CRM + Unified Inbox + Auto Tasks

Output: CRM pipeline live, email and social channels connected, AI auto-task rules active, one lead imported and moving through the pipeline automatically.

Time required: 60 to 90 minutes on first setup. Additional channels or pipeline stages take 10 to 15 minutes once the workspace is live.

1. Choose your plan tier and configure workspace settings

   In Settings, confirm your active plan: Essentials ($29/mo, email only, 25 AI Leads/seat), Pro ($59/mo, 1 social inbox, 50 AI Leads/seat), Max ($99/mo, 3 social inboxes, 200 AI Leads/seat). Invite team members and assign seats. Your plan determines which steps below are available.

2. Connect Gmail or Outlook to the unified inbox

   Go to Integrations, select your email provider, authenticate via OAuth, and grant read and send permissions. Connect the individual sender account you use for outbound, not a shared alias. Shared aliases break per-rep pipeline tracking.

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   Connect Smartlead for volume sending

   If you run high-volume cold email through Smartlead, connect it here so replies surface in the Breakcold unified inbox alongside direct Gmail or Outlook responses. This prevents hot replies from sitting unseen in a separate tool.

3. Connect LinkedIn and social channels to the unified inbox (Pro or Max required)

   Navigate to Social Inbox in Integrations and connect your LinkedIn account. On Max, connect up to 3 accounts (LinkedIn, WhatsApp, Telegram). If you use Sales Navigator, connect it here so account context appears inside Breakcold contact records without switching tools.

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   No Zapier workaround on Essentials

   Routing LinkedIn messages through Zapier on Essentials creates a fragile sync that drops messages under load. Upgrade to Pro before connecting social channels.

4. Build pipeline stages and configure auto lead movement rules

   In CRM Pipeline, create stages that match your process (example: New Lead, Contacted, Replied, Meeting Booked, Closed). In Pipeline Automation, map interaction events (reply received, link clicked) to stage transitions. Skipping this reduces Breakcold to a manual tracker.

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   Cap at 5 pipeline stages

   More than 5 stages creates reporting noise and harder automation rules. Start lean, observe where leads stall after 2 weeks, and add stages only when a missing one would change how you act on a deal.

5. Enable AI auto-task creation and configure agent personas

   In AI Tasks settings, enable auto-task creation and set a due date window: 24h for active campaigns, 48 to 72h for relationship-based outreach. Configure AI personas per lead tier for teams where reps handle different accounts. Breakcold will not create duplicate tasks if a follow-up already exists.

6. Import leads via the Chrome extension and verify end-to-end

   Install the Breakcold Chrome extension, navigate to a test LinkedIn profile, and import the lead into your first pipeline stage. Send a message from the unified inbox and confirm: message sent from the correct account, interaction logged, stage updated automatically, and AI follow-up task created. If all four events occur, setup is complete.

Most failures fall into four categories: plan limits blocking a feature, a permissions gap on channel connection, auto-tasks not enabled, or pipeline movement rules left at defaults.