Folk Integration Setup
Connect Parsley to Folk CRM to automatically sync leads and conversation intelligence.
Connect Parsley to Folk CRM for automatic lead and conversation sync. This guide walks you through setup and verification.
Quick Setup
- Have a Folk Premium account with API access
- Navigate to Hub > Integrations in Parsley
- Click Connect on the Folk card
- Enter your Folk API key
- Verify the connection shows "Connected" status
That's it. Leads and conversations now sync automatically.
Prerequisites
- A Folk Premium account - API access requires a Premium plan ($40/member/month). Learn more at folk.app.
- A Parsley Business account - CRM integrations require a Business plan. Upgrade here if you're on Free.
- Your Folk API key - Found in Settings -> API in Folk. The key is shown only once, so save it securely.
Step 1: Get Your API Key
- Log in to your Folk workspace
- Go to Settings (gear icon)
- Click API
- Generate a new API key
- Copy the key immediately - it's only shown once
Keep this key secure. You'll need it in the next step.
Step 2: Connect to Folk
From your Parsley dashboard:
- Go to Hub in the left sidebar
- Click Integrations
- Find the Folk card
- Click Connect
- Paste your API key
- Click Save
The Folk card will now show "Connected" status.
Step 3: Contact Sync
Contact sync is enabled by default. Here's what happens when you capture a lead:
| Parsley Field | Folk API Field | Notes |
|---|---|---|
emails[].value | Primary lookup key | |
| Name | firstName + lastName | Split by first space |
| Phone | phones[].value | Added to phone array |
| Company | companies[].name | Links to Company object |
| Job Title | jobTitle | Direct mapping |
| City | addresses[].city | Added to address array |
| Website | urls[].value | Added to URL array |
How it works:
- Parsley searches for existing contacts by email
- If found, Parsley updates the contact
- If not, Parsley creates a new Person record
- Companies are auto-created or linked based on company name
Sync triggers:
- Lead capture via contact exchange form
- Lead capture via chatbot conversation
- Contact form submissions on your profile
Step 4: Conversation Sync
When a prospect has a meaningful chatbot conversation on your Parsley profile, the context syncs to Folk as a Note attached to their Person record.
What syncs to Folk:
- Conversation summary - Key points and topics discussed
- Lead quality score - Hot, Warm, or Cold based on signals
- Intent signal - High intent, Evaluation, Research, or Support
- MEDDIC signals - Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion indicators
- Engagement metrics - Message count, session duration
- Knowledge gaps - Topics the prospect asked about that weren't covered
Notes are formatted in CommonMark markdown for readability in Folk's interface.
Why Notes instead of custom fields? Folk's API is read-only for custom field definitions - you can read existing custom fields but can't create new ones via API. Notes give us the flexibility to include structured conversation intelligence without needing custom field setup.
Step 5: Verify the Connection
- Check the integration status - The Folk card should show "Connected"
- Capture a test lead - Use your own email to fill out your profile's contact form
- Check Folk - Within a few seconds, you should see a new Person record
- Have a chatbot conversation - Ask a few questions on your profile's chatbot
- Check the Person's notes - The conversation note should appear
Troubleshooting
"Invalid API Key" Error
- Make sure you copied the complete API key
- Verify your Folk workspace has a Premium plan (API access requires Premium)
- Check that the API key hasn't been revoked
- Try generating a new API key in Folk Settings -> API
Leads Not Syncing
- Verify the integration shows "Connected" status
- Check that you're on a Parsley Business plan
- Ensure the lead has a valid email address
Conversations Not Appearing
- Conversation sync only triggers for substantive conversations (3+ messages)
- Notes appear attached to the Person record, not the Company
Rate Limits
Folk allows 600 requests per minute. Parsley handles rate limiting automatically with retry logic. If you're seeing sync delays during high-volume periods, this is normal - syncs will complete once the rate limit resets.
What's Next
- Use Folk's pipeline views to organize your synced Parsley leads
- Set up Folk Groups to segment leads by intent signal or quality score
Questions? Contact us or email peter@parsley.id.
