Integrations
folk integration
Circleback logs each meeting as an interaction on the matching folk people or companies, and turns its action items into folk tasks.
Plan: Pro, Business and Enterprise
How it works
- 1Open Automations in Circleback and select New automation.
- 2Run it after every meeting, or only for meetings that match tags, meeting name, participants or invitee email domains.
- 3Choose folk and connect it with an API key.
- 4Choose people or companies and what to include, then save.
Frequently asked questions
It matches the meeting invitees' emails to people in folk. When you choose companies, it uses each matched person's company.
A meeting interaction with the outcomes you chose, such as notes and AI insights, and a task for each action item.
In folk, open Settings, then API Keys, and create a new key.
Yes. Conditions limit an automation to meetings with certain tags, meeting names, participants, invitee emails, invitee email domains or number of invitees. Without conditions, it runs after every meeting.
No. folk automations need Pro or above.