Connect Espo CRM and folk
Integrate Espo CRM with folk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + folk flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
folk
Automatically do this!
Create Person
Create Company
Update Person
Update Company
List Person
List Company
Get a Company
Get a Person
Create Person in Folk when New Lead in Espo CRM
Use this flowCreate Company in Folk when New Lead in Espo CRM
Use this flowUpdate Person in Folk when New Lead in Espo CRM
Use this flowUpdate Company in Folk when New Lead in Espo CRM
Use this flowList Person from Folk when New Lead in Espo CRM
Use this flowList Company from Folk when New Lead in Espo CRM
Use this flowGet a Company in Folk when New Lead in Espo CRM
Use this flowGet a Person in Folk when New Lead in Espo CRM
Use this flowCreate Person in Folk when Lead Status Updated in Espo CRM
Use this flowCreate Company in Folk when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and folk.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Company Added
Triggers when a new company is created or added to a group.
Person Added
Triggers when a new person is created or added to a group.
Company Removed
Triggers when a company is deleted from the workspace or removed from a group.
Company Updated
Triggers when a company basic field ( like name, email or URL) in a group is updated.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create Person
Add Person
Create Company
Create a new contact Company in your folk group .
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn moreSimilar apps
About folk
Folk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and folk accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and folk as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach folk. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in folk, and a separate workflow where folk triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and folk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and folk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
