Folk
Every conversation is a chance to update your CRM, but manual data entry kills momentum. Your AI agent connects to Folk to look up contacts, create companies, update records, and manage workspace groups, all while talking to customers. Your CRM stays current without your team lifting a finger.
Your AI agent becomes an extension of your Folk CRM, accessing people, companies, groups, and custom fields in real time so every customer interaction enriches your workspace.
Folk
Real scenarios where AI keeps your Folk CRM accurate and actionable by capturing relationship data during live customer conversations.
A visitor fills out a contact form and starts chatting about your service. Your AI Agent creates a person record in Folk with their name, email, and company, then assigns them to the inbound leads group. The sales team sees the new contact in Folk immediately with full context from the conversation. Zero copy-pasting, zero lag.
A returning client messages about expanding their account. Your AI Agent looks them up in Folk by email, retrieves their company profile, purchase history notes, and the assigned account manager. The conversation starts with full context instead of 'Can you remind me of your account number?' Client feels valued, agent feels prepared.
During a support conversation, a customer mentions they have moved offices and changed their phone number. Your AI Agent updates the company record in Folk with the new address and phone details without pausing the conversation. When the account manager checks Folk later, the data is already current. Relationship records stay fresh without anyone scheduling a CRM cleanup.
Folk
FAQs
The agent uses Folk's list-people endpoint with filter parameters. It can search by first name, last name, email, or any custom field value. Results include the person's full profile, associated groups, custom field data, and linked companies. The search returns paginated results for large workspaces.
Yes. The agent can create person records and company records through Folk's API. For companies, it sets name, description, emails, phones, addresses, URLs, and custom field values. For people, the same breadth of fields is available. Both can be assigned to specific groups during creation.
Folk's API processes updates based on the fields you send. The agent only modifies specific fields mentioned in the conversation, leaving other fields untouched. If another team member updates a different field simultaneously, both changes are preserved since Folk handles field-level updates independently.
No. Tars queries Folk's API in real time during conversations. Contact profiles, company records, and group structures are fetched live and used only to respond in the current session. Your CRM data stays entirely within your Folk workspace.
Yes. The integration supports Folk's custom field system. The agent can read custom field values when retrieving contacts or companies, and write to custom fields when creating or updating records. It uses the list-group-custom-fields endpoint to discover available fields by group and entity type.
Folk's native integrations sync data between platforms on schedules. Tars adds a conversational layer where your AI agent reads and writes CRM data during live customer interactions. Instead of batch syncing, every conversation becomes a real-time CRM update opportunity.
Folk's REST API is currently available on the Enterprise plan. You need an active Folk API key from Settings > Integrations. The API supports up to 10 requests per second per access token. Contact Folk's team to confirm API access for your account.
Yes, the integration supports deletion of both person and company records. However, deletions in Folk are irreversible. We recommend configuring the agent to require explicit confirmation before executing any delete operation to prevent accidental data loss.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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