folk is a relationship-first CRM for managing contacts, companies, and
deal pipelines. Connecting folk to Ciclo brings that pipeline data into your strategy in two
ways:
Live KPIs
Turn folk data — total contacts, new companies, pipeline value, deals won —
into KPIs that refresh automatically and sit
alongside the rest of your strategy.
Deals as Actions
Link a folk deal to an Action so the work to close it
lives on your board — and moves to Done automatically when the deal
closes in folk.
Once connected, the sync is one-way (folk → Ciclo): Ciclo reads your folk data to populate
KPIs and update linked Actions. It never writes back to or changes anything in folk.
folk uses a single workspace-level API key rather than a per-user login,
so the key grants access to the whole folk workspace. For that reason,
connecting and configuring folk is limited to organisation administrators.
folk connects with an API key — there’s no pop-up login like other integrations. You create
a key inside folk, then paste it into Ciclo once.
1
Open Connected Apps
Go to Settings from the account menu, then open the Connected Apps
tab. Find folk in the list of available applications and select
Connect.
folk in the Connected Apps list
2
Create an API key in folk
In the dialog that appears, select Get your API key →. This opens folk’s
API key settings for your workspace. Create a new key and copy it. (In folk
you can also reach this from Settings → API keys.)
Creating an API key in folk
3
Paste the key into Ciclo
Back in Ciclo, paste the key into the API key field and select
Connect. Ciclo validates the key with folk and stores it securely — the
key is encrypted and never shown again.
Pasting your folk API key into Ciclo
4
Confirm the connection
On success, folk shows a green Connected status in the list. You’re
ready to add KPIs and link deals.
Treat the API key like a password. If it’s ever exposed, revoke it in folk and
reconnect with a fresh key — your KPIs and linked Actions reconnect
automatically.
KPIs are configured from the Connected Apps tab, then appear on your team’s
Performance page and refresh on a schedule — no manual updates.
1
Open the folk configuration
On the folk row in Connected Apps, select Configure. This lists any
folk KPIs you’ve already created.
The folk KPI configuration dialog
2
Add a new KPI
Select Add New KPI and give it a clear KPI Name (e.g. “New contacts
this month”).
Creating a new folk KPI
3
Pick a template
Choose a Query Template as your starting point — see the catalogue
below. Workspace-wide templates (People, Companies)
work immediately. Group and deal templates need you to pick a Group.
4
Choose a group (for group & deal KPIs)
If the template tracks a specific list or pipeline, select the folk
Group it applies to. Ciclo resolves the group automatically — you just
pick it by name.
5
Refine deal stage (optional)
For deal KPIs, a Status dropdown appears, populated with the real stages
from your folk pipeline (e.g. Qualified, Closed-won). Pick the stage you
want to measure — it updates the query for you.
6
Create the KPI
Select Create KPI. It now appears on your Performance
page and refreshes automatically.
Count contacts across your entire folk workspace. - Total People — every
contact in the workspace. - New People (7 / 30 / 90 days) — contacts
added in the last week, month, or quarter.
Companies (whole workspace)
Count companies across the workspace. - Total Companies — every company
in the workspace. - New Companies (30 days) — companies added in the
last month.
Group membership (needs a group)
Measure the size and growth of a specific folk group or list of contacts. -
Group Size (People) — contacts in the selected group. - People Added
to Group (7 / 30 days) — recent additions to the group.
Deals & pipeline (needs a deal group)
Track a deal pipeline by stage and value. - Open Deals / Deals in
Stage — count of deals at a chosen stage. - Deals Won (7 / 30 days) —
deals closed-won in the period. - Total Pipeline Value — summed value of
open deals. - Won Revenue (30 days) — summed value of deals won in the
last month.
In folk, a deal’s stage and value are custom fields, and stage names
are specific to your workspace. That’s why the stage dropdown reads the real
options straight from your pipeline — so the KPI always matches how your team
actually labels its deals.
You can attach a live folk deal to an Action so the work to win it lives on your
Actions board, with the deal’s value, close date, owner, and contacts
carried across.
1
Open an action and go to Connect
Create or open an Action, then choose the Connect
option to link an external item.
2
Choose folk, then the group and deal
Select folk as the source, pick the group that holds your deals,
then choose the deal to connect. Ciclo fills in the action’s title, due
date (the deal’s close date), and details from the deal.
Linking a folk deal to an action
3
Save the action
Save, and the action stays connected to the deal.
Automatic status sync. When a connected deal is marked closed in folk,
Ciclo moves the linked action to Done on your board — so closing the deal
in your CRM keeps your strategy board honest without any extra clicks.
You don’t need any of this to get great results — the built-in templates are designed to be
accurate on their own. Pick a template (and a group/stage where prompted) and you’re done.
Expand the sections below only if you want to fine-tune or go further.
Tweak a template to fit
If a template is close but not quite right, you can adjust it instead of starting from
scratch. Every KPI has an editable Query field — for example, change the window from
the last 30 days to the last 14 days by editing {date-30d} to {date-14d}, or pick a
different pipeline stage from the dropdown. The templates and dropdowns simply fill this
field in for you; editing it is optional.
Write your own query
Power users can replace the query entirely using folk’s own API path and filter syntax —
anything folk’s API supports, you can track. For everything that’s possible, see:
folk API reference
The full set of folk endpoints and filters you can use in a query.
One thing to watch when hand-editing: folk silently ignores an unrecognised stage value
and returns all records instead of erroring, which would quietly inflate a KPI. When
in doubt, use the stage dropdown — it always produces a correct query.
To disconnect, select Disconnect on the folk row in Connected Apps. Ciclo shows which
KPIs and Actions rely on folk before you confirm.
Disconnecting preserves history — your KPIs keep their recorded values and
linked Actions keep their data. They simply stop syncing until you reconnect,
at which point they pick up automatically.
