Connect Folk to clariBI with your API key to sync people, companies, and groups, read-only, with auto-generated dashboards next to your business data.
What is Folk?
Folk is a lightweight CRM for managing people and companies across the groups your team works in.
clariBI reads Folk through its v1 REST API using your own API key: people, companies, and groups. Access is read-only, and clariBI never edits a record in your CRM.
How to connect Folk
- Open Data Sources in clariBI. In clariBI, go to Data Sources → Add Data Source, find Folk, and paste your Folk API key (Settings → Developers). The key is Fernet-encrypted at rest.
- Choose the records to sync. Pick the objects to pull (people, companies, groups). clariBI reads them read-only and follows the next-page links to the end.
- Sync, then get dashboards. clariBI syncs the records, preprocesses them, and builds an insights dashboard. Ask "How many new people did we add per week?" and the AI engine queries the synced CRM data alongside your revenue.
What you can analyze
- People and companies created over time
- New records per week or month
- Records by group
- Companies by industry or employee range
- Record growth lined up with campaigns or hiring
- Cross-source: new contacts → closed revenue → forecast
What gets synced
clariBI pulls the records you select through the Folk v1 REST API, follows the next-page links to the end of the list, lands it as a preprocessed dataset, and refreshes it on your schedule. Access is read-only.
For each selected object, clariBI syncs the records with their creation dates, groups, and attributes, then builds an insights dashboard you can query, extend, or pull into reports.
clariBI only ever reads. It never edits a record in Folk.
Questions across your other data
Once your records are synced, the AI engine can join them to the rest of your business data. A few examples:
| Pairing | Question | How clariBI answers |
|---|---|---|
| Folk × Revenue | "Do the companies we added this quarter turn into revenue?" | Planner: read company creation dates from Folk, join to closed revenue by account, and report the conversion lag. |
| Folk × Marketing | "Which campaigns grew our contact list the most?" | Planner: read person creation dates from Folk, align to campaign dates, and rank campaigns by net new people. |
Frequently asked questions
What do I need to connect Folk?
Your Folk API key (Settings then Developers). You paste it into clariBI once; the key is Fernet-encrypted at rest.
Can clariBI change my CRM records?
No. The connector only reads the records you select. It never edits a person, company, or group.
Which clariBI plan includes the Folk connector?
Data-source connectors are available on the Trial, Starter, Professional, and Enterprise plans. You can connect it during the free 14-day trial.