Skills
.Work. You
Rest

folk-crm

Official

Guides Folk CRM usage with precise routing

Marketing & Sales#routing#crm#contacts#leads#groups#companies#folk
AuthorNimbleBrainInc
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Folk CRM integration routes CRM interactions to the correct group, person, or company, reducing misrouting and manual lookups.

Core Features & Use Cases

  • Guided routing for groups, people, and companies to the appropriate Folk CRM tools.
  • ID formatting & validation guidance for consistent Folk IDs in searches.
  • Situational handling for group-based queries vs. individual lookups across leads, contacts, and accounts.
  • Trigger-based prompts to activate the correct workflow when user mentions folk, group, leads, contacts, or CRM.

Quick Start

Tell me about Jane Doe in Folk CRM.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: folk-crm
Download link: https://github.com/NimbleBrainInc/skills/archive/main.zip#folk-crm

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.