1.Triggers on new contact created or updated
Integrate HubSpot and contact data mapping tools to capture updated marketing contacts and to start person matching.
Add new marketing contacts to CRM person records
Automatically monitor new contact created or updated events across HubSpot and Folk. Create and update when marketing contacts appear, emails match existing records, or new submissions arriveβso you can dedupe contacts, update person fields, and assign contact groups without manual CRM data entry.
How this automation updates your CRM contact context
When new contact created or updated triggers in HubSpot, outreach context can lag and duplicates can spread. This automation searches Folk and then creates or updates person recordsβso your team can follow up with consistent contact details.
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2.Searches by primary email and updates
Integrate Folk and CRM update tools to find an existing person and to update person fields.
folkor swap with your favorite app
3.Creates new person records
Integrate Folk and contact-group routing tools to create a person when no match exists and to add created-at source fields.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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