Automate workflows in folk to effortlessly manage team interactions, streamline communications, and improve customer relations without manual intervention.
Send a personalized greeting email upon new contact creation.
Auto-update Sheets with new contact details from folk.
Notify team of important changes in customer data.
Classify contacts automatically based on interactions.
Set tasks for follow-up actions in Trello from folk.
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Automation Benefits
Transform the way you manage customer relationships by implementing automation strategies with folk.
Keep your contact information up-to-date across all platforms.
Reduce manual tasks and increase productivity with automated processes.
Facilitate better team communication with automated updates.
Respond promptly with triggered actions based on contact behavior.
Gain insights from automated reports for smarter decision making.
Easily adapt your CRM workflow as your business grows without added complexity.
Unlock the full potential of your CRM by integrating folk with third-party apps for enhanced workflow management.
Efficiently manage contacts by syncing and updating records across platforms.
Automatically create tasks in project management tools from folk CRM entries.
Notify teams of updates through preferred communication channels.
Outcomes
Reap the benefits of automation with folk to achieve outstanding CRM workflows.
Answering common questions about automating CRM processes with folk.
Pricing Plans
Choose a plan that's suitable for your needs.
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required