folk

The Migrator

Custom fields come in eight types including references to other contacts, members and objects, custom objects and deals exist on the Premium tier, and companies link to one or more people — a deeper model than the standard three objects. But fields are group-scoped, removing a person from a group deletes their custom field values, and I found no public information on deduplication or merge tooling, which is the first thing a clean import needs. 5 4 2

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The Migrator

Shared pipelines with named stages and dashboards tracking win rate, deal velocity, pipeline coverage, conversion by stage and activity per deal are evidenced, with dashboards sitting on the Premium tier. I found no public information on required fields or stage gates, and nothing on forecasting views, quota tracking or snapshots — a finance department cannot sign off on what the captured pages show. 6 7 2 1

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The Migrator

The Workflow Assistant pairs a trigger on created or updated records with optional filters and a single automated email, plus campaign analytics and an Update CRM action, and Zapier can copy a person into another group on a field change. I found no public information on branching, delays or round-robin routing in the builder, and every workflow completion consumes a credit that disables the feature and prompts an upgrade when exhausted — the automation is its own meter. 8 9

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A documented REST API with rate limits and versioning covers people, companies, deals, custom objects, groups, notes, reminders, tasks and interactions, with webhooks, and the native directory reaches the revenue stack — Gmail, Outlook, WhatsApp, Slack, Docusign, Pandadoc, sequencing, phone and enrichment tools. The published Google scopes show calendar access is read-only, API access sits on the Premium tier, and I found no public information on OAuth apps or a marketplace. 10 13 11 3 2

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The Migrator

Hosting is AWS in Ireland with a published DPA, a published subprocessor list and named retention timelines — databases purged within 7 days, backups within 730, logs within 930 — which is real, auditable hygiene. But the privacy policy names Folk Inc., a Delaware corporation, as Data Controller, and the subprocessor list shows contact data flowing to a wide band of US processors — Apollo, Google Workspace, Microsoft 365, OpenAI, Sendgrid, WhatsApp among them — so core processing touches US entities broadly. 3 1

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The Migrator

Export is a two-file CSV of contacts and notes, done group by group because the help center states whole-workspace export is not currently allowed, and it explicitly excludes interactions, reminders, contact custom fields and people in the company view, while only exporting the columns displayed beforehand. The API documents notes, tasks and interactions endpoints that could rebuild a database elsewhere with effort, but API access sits on the Premium tier, and I found no public information on import deduplication, dry-run imports or contractual data-return terms. 12 13 2

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The Migrator

Standard at $24/member/month ($288 billed yearly), Premium at $48 ($576) and Enterprise from $80 ($960) are public, with a stated 20% annual saving and unlimited members on every tier. I found no public information on monthly-billing prices or VAT treatment, the credit meter publishes caps — 1,500 credits on Standard, 10,000 on Premium/Custom — but no price beyond an upgrade prompt when exhausted, and the captured pages give different figures for the starting price, "From $20/user/month" on one article versus $24 on the pricing page. 2 8 7

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