Connect Folk so readywhen sees the deals you’re really betting on.
Reliably captures every customer commitment logged in Folk. Then brings the work back for your approval.
30-second setup · OAuth · SOC 2
What commitments does readywhen catch in Folk?
Every "I'll send the proposal", "I'll loop in legal" promise made in Folk — captured and actioned for you.
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In a contact note. "I'll intro them next week." readywhen drafts the double opt-in intro.
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In a deal note. "I'll send proposal Friday." Drafts the proposal.
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In a task. "Loop in BD." Pings BD.
How VPs and C-levels use readywhen with Folk
The kinds of leadership commitments readywhen picks up in Folk — and exactly what it does about them.
| Where it happens | What you said | What readywhen does |
|---|---|---|
| Network record | "I'll intro to investor." | Drafts the double opt-in. |
| Deal record | "I'll personally close." | Surfaces the deal. |
| Customer record | "I'll personally check in." | Reminds you with customer context. |
| Partner record | "I'll send partnership note." | Drafts the partnership note. |
| Investor record | "I'll send update Friday." | Drafts the investor update. |
How to connect Folk to readywhen
Thirty seconds. OAuth. No new tool to learn — readywhen sits on top of Folk.
- Click "Connect Folk" in your readywhen workspace.
- Approve OAuth. readywhen only reads records you already have access to.
- Choose which pipelines or accounts readywhen should track.
Is the Folk connector secure?
Yes. SOC 2 Type II and ISO 27001 certified. GDPR-compliant. readywhen never trains on your data.
- Only sees what you already see. readywhen inherits your Folk permissions. If someone can’t access something in Folk, neither can readywhen.
- Access only where installed. readywhen inherits your Folk record-level permissions. If a user can't see a record in Folk, neither can readywhen.
- Never trains on your data. Your Folk data is never used to train, fine-tune, or improve any AI model — ours or any third party’s.
- Enterprise security standards. SOC 2 Type II and ISO 27001 certified. Encrypted in transit and at rest. GDPR-compliant with a Data Processing Agreement available on request.
- You stay in control. Admins choose what readywhen can access, and can audit or disable it at any time. Uninstall the Folk integration or revoke access in readywhen, and we stop accessing your data.
Commonly used with Folk and readywhen
Work rarely stays in just Folk. readywhen picks up your commitments no matter where they happen.
Folk connector FAQ
1. Will readywhen change records in Folk?
Only with your approval. It can prepare updates — note logging, stage changes, follow-up tasks — and waits for you to confirm.
2. Will it expose data my reps shouldn't see?
No. readywhen inherits your Folk record-level permissions exactly.
3. Will readywhen post or send anything in Folk on my behalf?
Not without your approval. readywhen reads to understand context and prepares drafts. Anything that goes out is reviewed by you first.
4. Does readywhen train AI models on our Folk data?
No. Your Folk data is never used to train, fine-tune, or improve any AI model — ours or any third party's.
5. Can I disconnect Folk at any time?
Yes. Uninstall the integration or revoke access in readywhen, and we stop accessing your data immediately.
6. How long does setup take?
30 seconds for personal install. If your workspace requires admin approval, it depends on how long your admin takes to approve it.