Automate Sales with Make.com and Folk

Sales teams can use make.com to connect tools, automate repetitive work, and keep their Folk CRM perfectly updated without manual data entry. This how-to guide walks you through building a complete, AI-powered sales workflow using make.com with Folk and other apps your team already uses.

Why Connect Folk CRM with Make.com

Folk is a lightweight CRM designed for relationship-driven teams. When you plug it into make.com, you can automatically capture leads, enrich data, and send personalized outreach at scale.

Using these two platforms together helps you:

• Centralize contacts and company data in one place
• Eliminate manual spreadsheet updates and copy-paste work
• Trigger timely follow-ups based on lead activity
• Leverage AI to write better outreach faster

This tutorial is based on the official integration described in the make.com and Folk guide, adapted into a clear, step-by-step implementation plan.

Prerequisites for Your Make.com Sales Workflow

Before building the automation, you need a few components ready to connect to make.com.

• An active Folk account with at least one pipeline or group created
• A make.com account with access to the Folk, email, and data-enrichment modules you plan to use
• Credentials or API keys for any enrichment tools you rely on
• Access to your inbound lead sources (forms, landing pages, ads, or tools like Typeform and Webflow)

Once these pieces are in place, you can start designing your end-to-end workflow inside make.com.

Plan the Make.com Sales Automation Flow

Before building the scenario in make.com, map out your ideal lead journey. A typical sales automation flow with Folk looks like this:

1. Lead details are captured from a form, ad, or event.
2. Contact data is sent to make.com.
3. make.com enriches the lead with external data sources.
4. The contact and company are created or updated in Folk.
5. An AI-generated, personalized email draft is prepared.
6. Follow-up tasks and reminders are created for the sales team.

Having this sequence defined makes it easier to configure each make.com module correctly.

Step 1: Capture Leads into Make.com

The first step is to ensure your lead generation sources send data directly into make.com.

Connect forms and lead sources to Make.com

In your make.com dashboard:

1. Create a new scenario.
2. Add a trigger module for your lead source (for example, Typeform, Webhooks, Webflow, or Google Forms).
3. Authorize access to the chosen app.
4. Map form fields such as name, email, company, job title, and message.

Each time a form is submitted, make.com will now receive the contact details in real time and pass them along the scenario.

Step 2: Enrich Lead Data with Make.com

To give your team better context, connect enrichment tools to make.com to automatically add missing data and firmographic details.

Configure enrichment modules in Make.com

Inside the same scenario:

1. Add an enrichment module after the form trigger (for example, Clearbit, Datagma, or any service you use).
2. Map the incoming email or domain to the enrichment tool.
3. Select which data points you want to return, such as:

• Company size
• Industry
• Location
• LinkedIn profile
• Website and social URLs

make.com will call the enrichment service and return structured data, which you will pass to Folk in the next step.

Step 3: Create or Update Contacts in Folk via Make.com

Once the data is enriched, it is time to send it into Folk using the dedicated integration in make.com.

Set up the Folk module in Make.com

Follow these steps inside your scenario:

1. Add the Folk module and choose the appropriate action, such as “Create a contact” or “Create or update a contact”.
2. Connect your Folk account with make.com by granting access.
3. Select the target group, pipeline, or list where new leads should go.
4. Map the fields from previous modules to Folk fields, including:

• Full name
• Email and phone
• Company name
• Job title
• Notes or form message
• Enriched company attributes

To avoid duplicates, use an action that checks existing records by email before creating a new one. make.com can also update existing contacts to ensure Folk always shows the latest information.

Step 4: Automate AI-Powered Outreach with Make.com

After the contact is created in Folk, you can use make.com to generate and send personalized outreach using AI and your preferred email tool.

Generate email drafts with AI

To create tailored messages at scale:

1. Add an AI or text-generation module in make.com.
2. Use the contact and company fields (industry, job title, pain points from form) as inputs.
3. Define a prompt structure that produces:

• A clear subject line
• A short, relevant introduction
• A value-driven body
• A direct call-to-action

The AI module in make.com will return a customized email draft for each lead.

Send emails automatically or as drafts

Next, connect your email system to make.com:

1. Add an email module (Gmail, Outlook, or another provider).
2. Map the AI-generated subject and body content to the email fields.
3. Choose whether to send directly or save as a draft for human review.
4. Include tracking parameters or links if you need analytics.

Many teams prefer to send the first email automatically and route replies back to Folk using additional make.com modules.

Step 5: Create Tasks and Follow-Ups in Folk Through Make.com

Timely follow-up is essential. You can configure make.com to add reminders and tasks in Folk as soon as a lead enters the system.

Automate follow-up task creation

In the same scenario:

1. Add another Folk module to create a task or reminder linked to the new contact.
2. Set a due date (for example, one or two days after lead creation).
3. Assign the task to the correct teammate or owner.
4. Include context, such as the lead source and key notes from the form.

This keeps your sales pipeline organized and ensures no opportunity slips through the cracks.

Step 6: Test, Iterate, and Scale in Make.com

Before you rely on the new automation in production, thoroughly test it from end to end.

Testing your Make.com and Folk workflow

• Submit several test form entries with different data patterns.
• Verify that enrichment returns expected fields.
• Check that contacts and companies are correctly created or updated in Folk.
• Review AI-generated emails for tone, personalization, and accuracy.
• Confirm that tasks and reminders appear correctly in your pipeline.

If anything looks off, adjust field mappings, prompts, or filters and re-run the tests. Once stable, schedule the scenario in make.com and let it run automatically.

Best Practices for Make.com Sales Automations

To keep your setup maintainable as your team grows, consider these tips:

• Use clear module names and comments so teammates understand each step.
• Standardize naming conventions for tags, stages, and groups in Folk.
• Create filters in make.com to exclude spam or low-quality leads early.
• Log important events (like enrichment failures) to a sheet or database for review.
• Regularly review AI prompts to ensure outreach stays relevant and on-brand.

You can also work with automation specialists to expand this base flow into a complete revenue operations system.

Where to Go Next with Make.com and Folk

Once the core workflow is live, you can add more advanced automation to make.com, such as:

• Routing leads based on territory or segment
• Syncing data with billing or product analytics tools
• Triggering multi-step nurture sequences when a lead is not yet ready to buy
• Updating deal stages in Folk based on downstream events

For broader automation strategy or to connect more apps to make.com beyond Folk, you can explore consulting resources like Consultevo, which specializes in automation and workflow design.

By combining Folk CRM with make.com, your sales team can move from manual, fragmented workflows to a streamlined, AI-assisted system that keeps your pipeline accurate and your outreach consistently personalized.