CRM
Folk for your Agent
Flow can look up contacts, companies and deals in Folk, and with read and write access it can update records.
It asks for your approval before it changes anything in Folk. Connect with an API key from your Folk account.
Connect Folk in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Folk.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Folk.
What Flow can do depends on what Folk offers through its API and on the access you choose.
Things to ask
Type these to Flow once Folk is connected.
- Folk
Which Folk deals are linked to tenders closing this month?
- Folk
Create a Folk deal for the Vienna hospital tender, with its value and deadline.
About Folk
Folk is a next-generation CRM that helps teams manage and nurture their relationships efficiently. It streamlines contact management, making team collaboration and outreach simple and organized.
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