folk

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.

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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.

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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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