Integrate with folk
Create an automation to log meetings and tasks on people and companies in folk
- In folk, go to Settings → API Keys, create a new key and copy it.
- In Circleback, go to the Automations page.
- Select New automation.
- Set some conditions for when you'd like this automation to run, or click Run after every meeting.
- Choose Update folk from the menu, click Connect and paste your folk API key. You can also connect folk from Settings → Connected accounts.
- Choose whether to update people or companies. Updates are made by matching meeting invitees' emails with people in folk. For companies, each matched person's company is updated.
- Choose what meeting outcomes to include. The meeting is logged as an interaction, and action items become folk tasks, assigned to the matching folk member or to you if there isn't one.
- Click Done, then Save.
Your automation will run on meetings that match the trigger conditions you set up in step 4 moving forward.
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