Start here: how do I set up Breakcold?

Updated October 19, 2026

New to Breakcold? Follow these steps in order. Each one links to a short guide.

Coming from Breakcold v1 (app.breakcold.com)? Don't start from scratch: migrate your v1 organization and your contacts, deals and team come with it.

1. Connect your accounts

Connect your mailbox and social accounts in Settings → Accounts. Your conversations then appear in the Inbox and attach themselves to the right person and company.

2. Bring in your contacts

Import a CSV file of people, companies or deals.
Save leads from LinkedIn with the Chrome extension.
Moving from another CRM?

3. Build your sales pipeline

Deals move through stages on a board. Create your pipeline, then save filtered views for the lists you check every day.

4. Invite your team

Invite your teammates and give each one a role. To understand how members, workspaces and billing fit together, read organization vs workspace.

5. Let AI do the busywork

Enrichment fills in emails, phone numbers and company details.
AI CRM employees create contacts and follow-ups for you in the background.
Connect Claude or ChatGPT to work in your CRM from a chat.

Good to know

Prefer video? Watch the free 2-hour course.
Want a hand with your setup? Book a call with the team.
Trouble getting in? See I can't sign in to Breakcold.

Still stuck?