folk

Automate your workflows through Zapier, Make and folk API

Integrations, MCP, API & automations

Learn how to connect Claude, ChatGPT, Cursor and other AI tools to your folk workspace using MCP.

How to connect folk to AI tools (Claude, ChatGPT) with MCP

Capture what just happened in a conversation the moment you walk out — without typing into folk.

Log a call or meeting by voice with folk MCP

Open a new deal or push an existing one forward in plain language, without touching the pipeline board.

Create and advance a deal with folk MCP

Ask what you've written down anywhere in folk and get the answer, not a folder to dig through.

Search across all your notes with folk MCP

Before a call, ask your AI agent to pull everything folk knows about a contact or company and turn it into a ready-to-use briefing.

Pre-call recap with folk MCP

Update your CRM the moment something happens — from your phone or a voice note — log the interaction and move the deal.

Log a deal update on the move with folk MCP

Point your AI agent at records with missing or messy data and have it fill the gaps across your contacts and companies.

Enrich and clean your records with folk MCP

Have your AI agent write a follow-up using your folk context and last call, then save it back to folk.

Draft and log a personalized follow-up with folk MCP

Query your CRM in plain language — across contacts, deals, and note content — no filters or exports.

Find relationships in plain language with folk MCP

Apply the same change — a stage, an owner, a note — across a set of records in plain language.

Update many records at once with folk MCP

Add a batch of contacts from a list — with source context — without the import UI or manual data entry.

Import a list of contacts with folk MCP

Ask strategic questions and get answers synthesized from your deals, notes, and interactions.

Pull insights from your pipeline with folk MCP

Start the day with stalled deals, today's meetings, and cooling relationships — compiled automatically.

Morning pipeline brief with folk MCP

Turn a company name into a complete folk record — researched, structured, and saved with a note.

Research a company into folk with folk MCP

Turn folk into your Sales Engine with MCP

folk API

Webhooks

folk API 

Create powerful integrations & automations in folk

Zapier & Make comparison

Triggers through Make.com

How to send data from folk to your external tools

Triggers through Zapier

Solve potential issues with your integrations

Common issues with Zapier/Make

How to use Zapier/Make

Learn how to connect folk with ChatGPT so you can query your CRM data in plain language.

How to connect folk & ChatGPT?

How to connect folk & PandaDoc?

How to use folk & TLDV (call recording)?

How to connect forms & folk (Typeform, Tally...)?

Capture new meetings from Calendar scheduling tool to folk

How to connect scheduling tools & folk (Calendly, Cal.com...)?

Capture new clients from Payment processing tool to folk

How to connect folk to Payment providers (Stripe, Chargebee...)?

Include contact in a email sequence based on a status edition on folk

How to connect folk & emailing tools (Mailchimp, Lemlist...)?

Send notification based on status edition on folk

How to connect folk to internal chat (Slack, Microsoft teams)?

Send contract or quote for signature based on status edition on folk

How to connect folk to e-Signature tools (Docusign or Yousign) ?

How to connect folk & Business Central?

How to connect folk & Clay?

How to connect Pitchbook and folk?

How to save Google Meet transcripts into folk?

How to connect Webflow & folk?

How to save transcripts into folk? (example Grain, Fireflies)

How to save notes from Granola to folk?

How to send Slack notification after a trigger on folk?

How to send emails automatically from Microsoft Office 365 when a trigger happens on folk?

How to send emails from Gmail automatically based on certain trigger on folk?

Connect Salesforge.ai with folk to sync leads, map contact fields, and streamline your outreach workflow.

How to integrate Salesforge to folk?

How to connect Shopify & folk using Zapier?

This guide will show you how to set up two Make scenarios to synchronize contacts and calls between folk and Ringover, Aircall, or Quo.

How to connect folk with Ringover/ Aircall/  Quo using Make?

folk automatically adds Google and Microsoft contacts to your search—use Zapier or Make to also route them into a specific group.

How to add contacts from Outlook/Microsoft 365 to a group on folk?

How to connect folk & KrispCall

How to connect folk & Allo

Sync LinkedIn Replies from Lemlist to folk using Make/ Zapier/ n8n

How to sync LinkedIn Replies from Lemlist

You can automate SMS messages directly from folk

How to send SMSs from folk & Twilio

Import contacts, make parallel calls, and sync all activity back to folk automatically

How to connect folk & Reached

Seamlessly sync your Fireflies meeting notes directly into folk—automatically and effortlessly.

Connect Fireflies to folk

How to connect folk & Claude?

Recommended integrations

Discount deals value based on probability

How to bulk updates companies / contacts on folk?

How to delete contacts with the API?

How to Track Time-to-Close for Your Deals

How to sync people and company status on folk automatically?

How to create a contact in another group in folk after a certain trigger?

Bulk import notes on deals

Import interactions from your current CRM to folk.

How to import interactions on folk

This guide explains how to delete notes from contacts in bulk using the folk API and n8n, without needing to code.

How to delete notes from your contacts using the folk API

How to migrate from Parma CRM to folk

Calculated fields

You can track the date of a status update to a specific value

How to track date of status update?

Internal automation workflows

Watch tutorials

Go to folk

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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