CRM and Sales tools
folk
9 min
folk is a collaborative crm that helps teams manage relationships, track interactions, and automate workflows with the folk app in {{product name}} , you can automate contact management and trigger actions based on events in folk requirements to use the folk app in {{product name}} , you must have a folk account connect folk and {{product name}} to get started, you must first create a connection between folk and {{product name}} , allowing the two services to communicate to create the connection, you need to folk /#obtain your api key in folk folk /#create the connection in obtain your api key in folk before you create the connection in {{product name}} , you should first obtain an api key in your folk account to obtain the api key log in to your folk account in the left sidebar, click settings & members > integrations in the list of apps, find make, hover over it, and click connect click the generate api key button copy the api key value and store it in a safe place you'll use this value in the api key connection field in {{product name}} create the connection in {{product name}} once you have your api key, you're ready to create the connection in {{product name}} to create the connection log in to your {{product name}} account, add a folk module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection in the api key field, enter the api key you copied from your folk account click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the folk app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps here https //help make com/connect an application#tn2pj set up a folk webhook the folk app has instant modules — webhooks that watch for certain changes in folk and immediately start your {{scenario singular lowercase}} when those changes happen to use these modules, you must set up the webhook in your folk account to set up the webhook add a folk instant module to your {{scenario singular lowercase}} and click create a webhook optional enter a name for the webhook in the webhook name field i n the connection field, select a connection for the webhook if you haven't created a folk connection yet, refer to the folk /#connect folk and section above in the group field, select the required group in the event type field, select the required event click save your webhook is now set up when the selected change occurs in folk, {{product name}} will immediately be notified and start your {{scenario singular lowercase}} folk modules after connecting to the folk app, you can use the following types of modules to build your {{scenario plural lowercase}} triggers watch companies watch people actions create a company create a person find a company find a person get a company get a person update a company update a person templates you can look for folk templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} folk resources folk api documentation folk help center