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Automate the creation of contacts in your CRM when action is taken in other software
Automate the creation of contacts in Folk from a myriad of software tools with Zapier
Automate the creation of contacts in Folk from a myriad of software tools with Zapier
Automate the creation of contacts in your CRM when action is taken in other software
Automate the creation of contacts in Folk from a myriad of software tools with Zapier
Automate the creation of contacts in Folk from a myriad of software tools with Zapier
Folk
Zapier

Folk

 + 

Zapier

 = Video Transcript

MasterClass LogoNEAR LogoCodesmith LogoAJ Financial Planning Logo43North LogoFuture PLC LogoCrash of Rhinos Painting LogoNorthtowns Remodeling Logo
Native Integratiaon
This is a native integration, which means both apps will work closely together out-of-the-box.
Important Integration Notes

The Folk + Zapier Connector is a bit limited, but should cover most of your basic needs, like adding new contacts to the CRM.

You'll need your Folk API key in order to enable to connect Folk to Zapier.

Important note:

There's quite a few limitations in Folk's Zapier connector (like no trigger functionality and minimal custom field support), and they don't yet have a Dev API or plans on further updating their connector, so your hands are a bit tied with what's currently available.

Once they release their Dev API, you'll be able to use the Webhook functionality of Zapier to create custom actions.

(This is a more technical feature that requires API knowledge)

Integration Benefits

Get rid of your out-of-date

manual 

 processes

Companies that use our integrations report saving 25-300+ hours per month in addition to $90k-$120k per year on operational / administrative salaries.

and see what you can

automate 

in 

with 

with 

  1. A trigger from any app in Zapier can create people and companies in Folk
Important Integration Notes

The Folk + Zapier Connector is a bit limited, but should cover most of your basic needs, like adding new contacts to the CRM.

You'll need your Folk API key in order to enable to connect Folk to Zapier.

Important note:

There's quite a few limitations in Folk's Zapier connector (like no trigger functionality and minimal custom field support), and they don't yet have a Dev API or plans on further updating their connector, so your hands are a bit tied with what's currently available.

Once they release their Dev API, you'll be able to use the Webhook functionality of Zapier to create custom actions.

(This is a more technical feature that requires API knowledge)

We Love & Use

Apps we love integrating

 with

QBO (QuickBooks Online) Integration with Copper CRM

QuickBooks Online (QBO)

Automatically create invoices & sync payments
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PandaDoc Integration with Copper CRM

PandaDoc

Automatically create & send proposals + log document activity
More Integrations
Dialpad Integration with Copper CRM

Dialpad

Automatically log calls & text messages
More Integrations
Help Scout Integration with Copper CRM

Help Scout

Automatically log & track support desk activities
More Integrations
Asana Integration with Copper CRM

Asana

Automatically create projects & tasks upon winning a deal
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Airtable

Airtable

Automatically connect your data to Airtable
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Outfunnel Automated Sales and Marketing Emails Logo

Outfunnel

Automatically send bulk sales and marketing emails
More Integrations
Communicate by Efficient

Communicate

Automatically send personalized emails upon stage change
More Integrations
Imagine This

Imagine Saving 

20+ Hours

 Per Week

With These 

 Automations

Start Here
01

Automatically Get Your Leads Into 

Folk

Never worry about manually entering your leads into 
Folk
 again.
Webflow Logo
(Website Form)
02

Follow-Up With Automated Sales & Marketing Emails

Track opens, click-through rates, website visits, and lead score insights all from right within
Folk
.
Outfunnel Automated Sales and Marketing Emails Logo
(Outfunnel)
03

Schedule Your 1st Meeting Straight from 

Folk

Send a calendar invite with just a few clicks without leaving 
Folk
.
Google Calendar Logo
(Google Calendar)
🎉 Lead Converted!
Sales Pipeline Starts Here
04

Access Call Logs & Texts Straight From 

Folk

Track sales rep activities easily when using VoIP.
Dialpad Integration with Copper CRM
(Dialpad)
05

Ready to Send Your Proposal?

Ensure your proposal has been delivered and viewed by your potential customer all from within 
Folk
.
PandaDoc Integration with Copper CRM
(PandaDoc)
06

Automatically Generate Invoices & Track Payments

Never manually create a customer or invoice in QuickBooks Online again. View payment history straight from within 
Folk
.
QBO (QuickBooks Online) Integration with Copper CRM
(QuickBooks Online) (QBO)
🏆 Deal Won!
Project Management Starts Here
07

Customer Google Drive Folder Automatically Created!

Save time by easily jumping into your customer's Google Drive folder from their 
Folk
 record.
Google Drive Logo
(Google Drive)
08

Automate Your Status Updates & Check-Ins

Keep your customers and team in the loop every step of the way with automated emails.
Efficient App Automated Communication
(Efficient App)
🏁 Journey Complete: 20+ Hours Saved!
Imagine This

Imagine Saving 

20+ Hours

 Per Week

With These 

Folk

 Automations

Start Here
01

Automatically Get Your Leads Into 

Folk

Never worry about manually entering your leads into 
Folk
 again.
Webflow Logo
(Website Form)
02

Follow-Up With Automated Sales & Marketing Emails

Track opens, click-through rates, website visits, and lead score insights all from right within
Folk
.
Outfunnel Automated Sales and Marketing Emails Logo
(Outfunnel)
03

Schedule Your 1st Meeting Straight from 

Folk

Send a calendar invite with just a few clicks without leaving 
Folk
.
Google Calendar Logo
(Google Calendar)
🎉 Lead Converted!
Sales Pipeline Starts Here
04

Access Call Logs & Texts Straight From 

Folk

Track sales rep activities easily when using VoIP.
Dialpad Integration with Copper CRM
(Dialpad)
05

Ready to Send Your Proposal?

Ensure your proposal has been delivered and viewed by your potential customer all from within 
Folk
.
PandaDoc Integration with Copper CRM
(PandaDoc)
06

Automatically Generate Invoices & Track Payments

Never manually create a customer or invoice in QuickBooks Online again. View payment history straight from within 
Folk
.
QBO (QuickBooks Online) Integration with Copper CRM
(QuickBooks Online) (QBO)
🏆 Deal Won!
Project Management Starts Here
07

Customer Google Drive Folder Automatically Created!

Save time by easily jumping into your customer's Google Drive folder from their 
Folk
 record.
Google Drive Logo
(Google Drive)
08

Automate Your Status Updates & Check-Ins

Keep your customers and team in the loop every step of the way with automated emails.
Efficient App Automated Communication
(Efficient App)
🏁 Journey Complete: 20+ Hours Saved!

Don't just take our word for it!

Premier Partner
“Efficient App implemented automation solutions better than we expected!”
“Efficient App has saved us hours of time and frustration by building automations that have allowed key information to flow between our different systems. We were initially hesitant to hire an automation expert, unsure if what we were looking to accomplish was feasible and potentially too complicated to understand.

Our hesitations quickly disappeared as Alex immediately grasped the project and implemented automation solutions better than we expected.

The team is knowledgeable, responsive, friendly, and went above and beyond by providing additional ideas of how we could improve our workflows to achieve our goals. We've learned an entirely new way to optimize our current systems and are grateful to have found Efficient App!
Amber Moore
Instructor Operations
MasterClass (Online Education)
MasterClass - Amber Moore
Premier Partner
“Efficient App can automate, simplify, or integrate any of your processes!”
“Alex and the team have been so helpful - they are extremely knowledgeable about tons of integrations and provided a lot of insight for us on how to approach the problems we were having. I highly recommend using them if you are looking to automate, simplify, or integrate any of your processes!
Chelsea De La Grana
Director of People & Compliance
Codesmith (Online Education)
Chelsea De La Grana from Codesmith Headshot
“I've had a great experience working with Efficient App. They helped my team automate our invoicing process using QuickBooks Online. Not only did they help us build it out using our first CRM, but when we decided to switch CRMs, they helped us transfer the data to the new one, and made sure that we didn't lose any data in the process. Alex has gone above and beyond to help our team, and is always quick to respond to questions. I would highly recommend their team!
Anika Ahuja
Admissions Manager
Codesmith (Online Education)
Anika Ahuja Codesmith Headshot
Read Case Study
“We've increased our close rate from 40% to nearly 50%!”
“Every recommendation the team made we have implemented. The admin and superintendents are thrilled with Copper. The estimator/sales side has increased our close rate from 40% to nearly 50% with the implementation of PandaDoc. This alone has more than paid for their services. Ongoing support is quick, thorough and well documented. I am greatly encouraged to have found a long-term solution with Efficient App.”
Read the full customer success story
Mike Ricker
Founder & CEO
Crash of Rhinos (Painting)
Mike Ricker (Crash of Rhinos Painting) Headshot
Premier Partner
“The team has unlocked possibilities and efficiencies we couldn't have dreamed were possible!”
“Efficient App has been transformative in our approach to business automation. The team has unlocked possibilities and efficiencies we couldn’t have dreamed were possible! Their expert understanding of the software ecosystem has lead to incredible partnership and strategy insights. Highly recommend if you’re looking for a team to help you take your business automation to the next level.”
James Nieves
Director of Product Marketing
Future PLC (Media Company)
James Nieves (Future Plc) Headshot

What do 

you

 say?

Alex & Andra

Automate Your Business

Folk

Folk

App Data Syncing Integration & Automation

Zapier

Zapier

CRM
Automation
Saba Karim (Techstars)
Saba Karim (Techstars)
“Efficient App has built one of the most streamlined CRM processes that I've ever seen!”
You will hear from us within 24 hours of applying about next steps! 🚀

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