Integrate folk with Retently
Sync customer profiles between folk and Retently to ensure accurate contact information, trigger NPS/CSAT surveys based on customer interactions managed in folk, and utilize survey feedback to update customer profiles and inform team strategies.
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About folk
folk is a CRM that helps manage contacts and companies within a team. It allows users to create, update, and remove contacts and companies, and enables tracking of custom fields.
folk to Retently
Company Added
Triggers when a new company is created or added to a group.Company Removed
Triggers when a company is deleted from the workspace or removed from a group.Person Added
Triggers when a new person is created or added to a group.Person Removed
Triggers when a person is deleted from the workspace or removed from a group.Company Custom Field Updated
Triggers when a company custom field (for example tag, status, text, assignee) is updated.Company Updated
Triggers when a company basic field (like name, email, or URL) in a group is updated.Person Custom Field Updated
Triggers when a person custom field (for example tag, status, text, assignee) is updated.Person Updated
Triggers when a person basic field (like first name, job title, email, or URL) in a group is updated.Retently to folk
Create Company
Creates a new contact company in your folk group.Update Company
Updates a contact company in your folk group.Find a Company
Finds a company by matching exactly its name or one of its emails.Get a Company
Gets a company by their contact ID.Create Person
Creates a new contact person in your folk group.Update Person
Updates a contact person in your folk group.Find a Person
Finds a person by matching exactly their full name or one of their emails.Get a Person
Gets a person by their contact ID.
Greg Raileanu
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