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CRM ⇄ Accounting and finance

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

Keep Folk CRM and Pigment 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 Folk CRM and Pigment

Sync customers, invoices, and payment status between Pigment and Folk CRM in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Folk CRM knows the relationship: who the contacts are and what is in motion with the account. Pigment knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Users and permissions, Applications, Metrics, Dimension lists in Pigment to Groups, Custom fields, Notes, Reminders in Folk CRM with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Sync headcount and compensation data from an HRIS into workforce planning models.
  • Push CRM pipeline data (deals, stages, amounts) into Pigment for revenue and capacity planning.
  • Sync folk people and companies with a marketing or outbound tool so outreach lists stay current.
  • Push enriched contact data from a data warehouse into folk custom fields.

Where Folk CRM tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Pigment with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Pigment appears on the account in Folk CRM, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Folk CRM, Pigment gets the update before the next invoice goes out.

What you can sync between Folk CRM and Pigment

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.

Folk CRM objects Pigment objects
Groups Shared workspaces that organize contacts; group membership is often the field integrations act on. Data imports Scheduled loads that bring actuals from ERPs, CRMs, and HRIS into the model
Custom fields Group-scoped attributes that receive enriched or computed values from external systems. Users and permissions Access controls governing which model areas a sync can touch
Notes Free-text context attached to people and companies, readable for reporting. Applications Planning models organized by domain such as finance, sales, or workforce
Reminders Follow-up items that can be created from external triggers. Metrics Multidimensional values holding plans and actuals; the main target for inbound data
People Contact records; the primary entity synced with outreach and enrichment tools. Dimension lists Master data like accounts, products, or employees that metrics are sliced by
Companies Organization records linked to people and kept aligned with billing or CS systems. Tables Row-based transactional data loaded into models from source systems
What ships with Folk CRM ⇄ Pigment

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Folk CRM or Pigment 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 Folk CRM or Pigment record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Folk CRM and Pigment connectors work

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

Pigment

Integration surface
REST-based import and export API
Authentication
API keys, issued separately for import and export
Change detection
no change feed; syncs run scheduled imports and exports
Capabilities
read · write
Rate limits
subject to the platform's API rate limits
How it works

How to connect Folk CRM to Pigment — 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 Folk CRM and Pigment 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
    Folk CRM connected
    Pigment connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Folk CRM and Pigment 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 · Folk CRM ⇄ Pigment
    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
    Folk CRM Pigment
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Folk CRM and Pigment 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 Folk CRM and Pigment.

Popular · 8 of 386
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