folk is a collaborative CRM organized around contact groups, people, companies, deals, interactions, and notes. AI agents in Pump Up use folk as a relationship record to inspect mutual contact history, verify shared interactions, and draft outreach or partner briefs for authorized team member review.
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Sales
Stay useful to people who are interested but not ready to buy.
HubSpot, Gmail, Google Drive, folk, Capsule CRM, Bigin, Streak, Outlook, Attio, Pipedrive
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Write the note you would send if you had time to do the homework.
HubSpot, Gmail, Google Drive, folk, Capsule CRM, Streak, Outlook, Attio
View templateSales
Turn a referral into an accepted next step.
Attio, folk, Gmail, Capsule CRM, Streak, Outlook
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Assess partner signals against business needs
Attio, folk, Notion, Tally, Gmail, Outlook, Slack, Google Drive, OneDrive
View templateFounders, business development leads, and relationship managers using folk CRM who want structured agent assistance for introductions, nurture, and referral follow-through.
A founder reviews five contacts in a folk investor group who have not been contacted in six months. An agent inspects past interaction notes, flags a contact who recently changed roles, drafts a tailored check-in note referencing their prior discussion, and presents it to the founder for approval before any message is dispatched.
When API access is configured with write permissions, an agent can create notes, log tasks, or update permitted custom fields after owner approval. Without configured API write access, agents generate structured text and export summaries for manual entry.
Playbooks run on Pump Up either on a recurring schedule, through configured webhooks from folk where supported, or by manual case initiation using an exported group or contact list.
No. Outreach drafts, partner briefs, and relationship notes require explicit human approval by the designated relationship owner before sending or updating external records.