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folk + iClosed

folk + iClosed

folk + iClosed integrations

Update folk persons whenever iClosed contacts are updated

Keep your contact lists updated across iClosed and Folk efficiently with this handy process. When any contact details are modified in iClosed, the information is instantly updated in Folk. This procedure not only maintains consistent contact data on both platforms, but also eliminates the need for manual data transfer, making your contact management tasks straightforward and more time-efficient.

When this happens...
Contact UpdatedTriggers when a contact is updated.
TriggerInstant
automatically do this!
Create PersonCreate a new contact Person in your folk group.
ActionWrite

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More things you can do with iClosed and folk

Discover other triggers and actions you can use with iClosed and folk

- Custom Field ID
  Required
Trigger
Instant
Try It
Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
Note Added
Triggers when a note is added.
Trigger
Instant
Try It
- Trigger
  Required
Trigger
Instant
Try It

- Outcome
  Required
Trigger
Instant
Try It
- Event Call ID
  Required
- Outcome
  Required
- Notes
Action
Write

- Contact ID
  Required
- User ID
  Required
Action
Write
- First Name
- Last Name
- Email
  Required
- Phone Number
- Tag
- Event Name
Action
Write
- Contact Email
  Required
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Transaction Time
- Transaction Value
- Product Name
Action
Write
- Name
- Type
- Input Type
Action
Search
- Contact ID
  Required
- Start Date
- Type
- Closer ID
Action
Search
- Email
- Phone Number
Action
Search
- Group
  Required
- Custom field
  Required
Trigger
Instant
Try It
- Group
  Required
Trigger
Instant
Try It
- Group
  Required
- Custom field
  Required
Trigger
Instant
Try It
- Group
  Required
Trigger
Instant
Try It
- Group
  Required
- Full Name
- First Name
- Last Name
- Current Company
- Birthday
- Job Title
- Addresses
- URLs
- Emails
- Phones
- Description
Action
Write
- Group
  Required
- Person ID
  Required
- Full Name
- First Name
- Last Name
- Current Company
- Birthday
- Job Title
- Addresses
- URLs
- Emails
- Phones
- Description
Action
Write
- Group
  Required
- Query
  Required
Action
Search
- Group
  Required
- ID
  Required
Action
Search

Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Trigger
Instant
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- Call Outcome
  Required
- Trigger When Outcome is:
Trigger
Instant
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- Final Status
  Required
- Wait for X Seconds
- Send Last Active Status?
Trigger
Instant
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- Trigger
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
Transaction Synced
Triggers when a transaction is synced with a Deal.
Trigger
Instant
Try It
- Contact ID
- Custom Field ID
Action
Write
- Event Call ID
  Required
- Cancel Reason
Action
Write
- Contact ID
  Required
- Notes
  Required
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Email
- Phone Number
- Secondary Email
- Secondary Phone Number
- Status
Action
Write
- Email
- Phone Number
Action
Search
- Name
- Synced
- Email
- Phone Number
- Source
- Value
Action
Search
- Group
  Required
Trigger
Instant
Try It
- Group
  Required
Trigger
Instant
Try It
- Group
  Required
Trigger
Instant
Try It
- Group
  Required
Trigger
Instant
Try It
- Group
  Required
- Name
- Addresses
- URLs
- Emails
- Phones
- Description
Action
Write
- Group
  Required
- Company ID
  Required
- Name
- Addresses
- URLs
- Emails
- Phones
- Description
Action
Write
- Group
  Required
- Query
  Required
Action
Search
- Group
  Required
- ID
  Required
Action
Search

About folk

folk is the next generation CRM for teams

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About iClosed

iClosed is a sales analytics & scheduler platform that helps you scale your business.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking