Ask Circleback about folk
Search and update folk people, companies, notes, tasks, and interactions
Connect folk to Circleback Assistant to look up your contacts and keep your CRM current without leaving Circleback. Assistant can only access information available to the folk account you connect.
Connect folk
- Go to the Ask page in Circleback.
- Select the plug icon next to the message box to open Connectors.
- Find folk and select Connect.
- Sign in to folk and approve the requested access.
This connection is separate from the API key used by folk automations.
What Circleback can do
- People and companies: Search, read, create, and update people and companies.
- Custom objects: Search, read, create, and update objects in your workspace.
- Notes: Search, create, and update notes.
- Tasks: Search, read, create, and update tasks, and mark them as done.
- Interactions: List, read, create, and update interactions.
- Groups and views: List groups, their members, custom fields, and views.
- Campaigns: List campaigns and read their messages. Circleback can't create, change, or send campaigns.
Example requests
- “What do we know about alex@example.com in folk?”
- “Add a note to Initech in folk with what we decided in today's meeting.”
- “Create a folk task for me to send the proposal to Alex on Friday.”
Disconnect folk
Open Connectors from the Ask page, find folk, and select Disconnect. You can also disconnect it from Settings → Connected accounts.
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