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Business productivity ⇄ CRM

ConnectWise to Folk CRM integration — real-time, two-way sync

Keep ConnectWise and Folk CRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect ConnectWise and Folk CRM

Sync what happens in ConnectWise with the customer records in Folk CRM, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever ConnectWise holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Projects, Time Entries, Invoices, Configurations in ConnectWise to Custom fields, Notes, Reminders, People in Folk CRM with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Folk CRM, and CRM data flows the other way wherever ConnectWise can store and use it.

Common use cases

  • Reconcile ConnectWise invoices and agreements against the accounting system to catch billing gaps.
  • Keep configuration (asset) records aligned with an external CMDB or RMM tool.
  • Keep folk and a billing or customer success tool aligned on company records as deals close.
  • Sync folk people and companies with a marketing or outbound tool so outreach lists stay current.

Where ConnectWise handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Folk CRM, so sales sees open issues before the next call.

Where ConnectWise supplies contact or company data

Enriched fields land directly on records in Folk CRM, and refreshes keep them from going stale.

Where ConnectWise processes payments

Charges, refunds, and subscription changes appear on the account in Folk CRM, so revenue context lives with the relationship.

What you can sync between ConnectWise and Folk CRM

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

ConnectWise objects Folk CRM objects
Activities Sales and service activity records synced for engagement reporting. Notes Free-text context attached to people and companies, readable for reporting.
Companies Client and prospect account records that anchor most other PSA data in a sync. Reminders Follow-up items that can be created from external triggers.
Contacts People attached to companies, commonly synced against CRM contact records. People Contact records; the primary entity synced with outreach and enrichment tools.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Companies Organization records linked to people and kept aligned with billing or CS systems.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Groups Shared workspaces that organize contacts; group membership is often the field integrations act on.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Custom fields Group-scoped attributes that receive enriched or computed values from external systems.
What ships with ConnectWise ⇄ Folk CRM

Connect ConnectWise and Folk CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every ConnectWise–Folk CRM connection.

Real-time

Two-way sync

Changes in ConnectWise or Folk CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Folk CRM data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single ConnectWise or Folk CRM record.

Observability

Monitoring

Track your ConnectWise ⇄ Folk CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between ConnectWise and Folk CRM.

How the ConnectWise and Folk CRM connectors work

ConnectWise

Integration surface
REST API
Authentication
Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
Change detection
Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits per company and integration

Folk CRM

Integration surface
REST API
Authentication
API key (Bearer token)
Change detection
Webhook subscriptions for record events, with polling of list endpoints as a fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

How to connect ConnectWise to Folk CRM — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate ConnectWise and Folk CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    ConnectWise connected
    Folk CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the ConnectWise and Folk CRM objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · ConnectWise ⇄ Folk CRM
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    ConnectWise Folk CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

ConnectWise and Folk CRM integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for ConnectWise and Folk CRM.

Popular · 8 of 386
All ConnectWise integrations All Folk CRM integrations Browse all integrations
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