Jul 24, 2025 | 5 minutes
4 Ways to leverage AI for your sales team with Make and folk CRM
From syncing call notes to writing intros at scale, this guide shows how Make and folk CRM help sales teams focus less on admin and more on closing.
AI-driven workflows free sales teams from repetitive chores and let them focus on what matters: connecting with prospects!
Tasks like updating contact records, writing outreach messages, and gathering company insights no longer eat up hours. Instead, smart automations deliver the right information at the right moment, keeping pipelines accurate and conversations genuine.
This shift not only saves time but scales personalization. Teams can send tailored intros and follow‑ups that feel handcrafted, catch blind spots with real‑time alerts, and equip reps with context for every new account from day one.
The result? Faster responses, shorter sales cycles, and stronger revenue momentum.
Why does AI level up sales results?
No more data‑entry drudgery. AI turns every call transcript and deal update into CRM records instantly, so reps stay focused on conversations instead of wrestling with spreadsheets.
Genuine personalization at scale. Outreach opens with real‑time context drawn from past interactions and market signals. Every message feels handcrafted, even when sent to hundreds.
Seamless visibility for every stakeholder. Deal changes post themselves into your team’s chat channel the moment they happen, replacing endless status calls with one‑click clarity.
True selling, not scrolling. When AI handles routine workflows, research, updates, and summaries, reps spend their days nurturing relationships and closing deals, driving momentum without the manual grind.
Connecting Make with folk CRM is the ultimate way to orchestrate AI‑powered workflows seamlessly, automating lead enrichment, task routing, and real‑time alerts so your team can build a unified, intelligent sales engine without a single manual handoff.
1. Capture and Sync Call Insights Instantly
Sales conversations are packed with details, new contacts, budget updates, and timelines. But most of that intelligence never makes it into the CRM.
Instead, reps spend precious minutes typing notes or risk overlooking crucial data. Automating this process ensures every nugget ends up in folk without slowing anyone down.
See how Make + folk CRM transforms your sales calls into instant CRM wins, no typing required!
Record and Transcribe
Grain captures each call and turns it into text automatically. No more manual note‑taking.
Extract Key Data
A Make scenario scans the transcript for target fields, decision maker names, deal values, next steps, and then pulls out the fresh details.
Update CRM Records
Extracted values flow straight into the matching fields in folk. Contacts, companies, and opportunities stay current without a single keystroke.
Notify the Team
Once updates land in folk, a quick summary is posted to your Slack (or preferred channel), so everyone sees what changed (and why) right away.
With this setup, every call becomes a real‑time update engine: the CRM always reflects the latest conversations, and reps stay focused on relationship building instead of data entry.
2. Craft Personalized Intros at Scale
Even the best email sequence falls flat without a hook that feels personalized. Manually writing unique icebreakers for hundreds of prospects slows campaigns to a crawl and risks sending generic lines. Automating the process ensures every outreach starts with a moment of genuine connection!
Build Your Target List
Select a segment in folk, by industry, title, or any custom filter, and export contact IDs.
Enrich Profiles Automatically
A Make scenario kicks off for each ID, sending core details (name, company, role) to Clay. Clay analyzes public data sources to gather context, recent news, mutual interests, and social posts.
Generate Tailored Intros
Clay returns a one‑to‑two‑sentence icebreaker crafted around that context
“Saw {{Company}} just launched a new product. Impressive work on {{feature}}! How’s the rollout going?”
Populate Campaign Fields
Make pushes those icebreakers back into the custom “Icebreaker” field in folk. Your email templates pull {{icebreaker}} dynamically, so each message opens with a line that feels hand‑picked!
Once set up, every campaign deploys with high‑touch intros at scale without a single copy‑and‑paste.
Less fatigue, more results.
3. Deliver Deal Summaries to Your Team
Keeping everyone on the same page as deals evolve can feel like herding cats. Managers need visibility, and reps need to stay focused on outreach instead of status updates. Automating deal recaps turns every opportunity change into a concise, actionable summary that lands right in your collaboration channel.
Detect Opportunity Changes
As soon as a deal stage, amount or owner field updates in folk, Make picks up the event in real time.
Generate the Recap
Details flow into OpenAI, which crafts a brief summary: new stage, adjusted value and any fresh notes. The tone is clear and business‑ready.
Post to Collaboration Channel
The AI‑written recap posts to Slack (or Teams), tagged to the relevant sales channel or user. No more sifting through CRM dashboards for the latest status.
Link Back to CRM
Each message includes a direct link to the opportunity in folk, so digging into details takes one click.
With this automation, deal updates become lightweight nudges rather than calendar‑filling meetings. Teams stay aligned, and reps stay in flow.
4. Enrich New CRM Records with Instant Company Research
Adding a new company to the CRM shouldn’t spark a manual research sprint. Teams waste time hunting websites, news, and leadership info, often missing details.
Automating this workflow delivers a concise briefing straight into folk CRM whenever a new company appears, so reps start conversations with confidence.
Trigger on Record Creation
Make watches folk CRM for every new company entry and launches the flow automatically.
Gather Core Details
The Make scenario pulls the company name and website URL from the freshly created record.
Generate a Research Brief
Those details feed into OpenAI, which returns a three‑point summary covering industry context, recent milestones, and top decision‑makers.
Populate CRM and Alert Team
The summary writes back into a “Company Insights” field in folk CRM, and a quick notification lands in your chosen chat channel so everyone knows the context is ready.
With this setup, every new logo in folk CRM arrives pre‑loaded with actionable intelligence. No extra Google searches, just immediate depth for every outreach.
Setting Up the folk CRM + Make Integration
Create a Make.com Scenario
Add the folk CRM Module
In the scenario canvas, click + and search for folk.
Select “Watch People” (any module works for testing the connection).
Authenticate via API Key
When prompted, click “Add” to configure the connection.
Paste your folk CRM API key (found under Settings → Integrations at app.folk.app/settings).
Save and Test
Click “Run once” to verify that Make can fetch data from the folk CRM.
If the test succeeds, switch your Scenario on.
Your folk CRM and Make integration is now live!
Conclusion
By weaving these AI‑powered workflows into your sales stack, teams reclaim hours spent on data entry, generic outreach, and ad‑hoc research. Therefore, they can redirect that energy toward building real connections.
Automatic call‑insights sync, dynamically crafted icebreakers, seamless deal‑update alerts, and on‑demand company briefs work in concert to keep pipelines accurate and conversations authentic. When AI handles the grunt work, every rep moves faster, every interaction feels personal, and every deal gets the context it needs.
Ready to see what happens when routine tasks vanish and selling becomes the focus? Give your sales engine a true boost with an AI‑driven CRM integration!
