Move from Folk to Attio without the headache
Migrate your contacts, companies, and pipelines, restructure them into a proper relational model, and launch a workspace that grows with your team. No relationship data left behind, no flat lists carried over.
Why teams leave Folk
Folk is a great starting point. It's clean, quick to set up, and the built-in campaigns plus the folkX extension make it easy for a small relationship-first team to start outreach immediately. Most teams don't leave because Folk is bad, they leave because they've outgrown how simple it is.
Common reasons for switching:
- The contacts/companies/groups model can't express the custom objects you now need
- Relationships between records go deeper than groups and tags can capture
- Reporting needs have outgrown basic pipeline views and lists
- Automations need more depth than Folk's built-in workflows offer
- You want a real API to make the CRM your source of truth
- You want native AI working across every record, not just around messages
Attio gives you a fast, modern CRM with a flexible relational data model, deeper reporting, native AI, and room to grow, so you set it up once instead of migrating again later.
Don't have Attio yet?
Free for up to 3 users. 10% discount on registration.
What I help with
Migration planning
Review your Folk setup: contacts, companies, pipelines, groups, and how your team uses folkX and campaigns. Decide what moves as-is and what gets restructured.
Data cleanup
Fix duplicate contacts, stale groups, and half-finished fields before they carry into Attio. A migration is the best moment to tidy up the relationship data you actually rely on.
Relational restructure
Map Folk's contacts, companies, pipelines, and groups into Attio's relational model with proper custom objects and references, not a flat copy of your old lists.
Import and validation
Run a sample import, check it against your Folk source, then execute the full migration and validate that relationships, notes, and pipeline stages all line up.
Workspace setup
Rebuild pipelines, views, dashboards, and permissions in Attio, and set up sequences or integrations to cover the outreach you ran inside Folk.
Automation and AI setup
Recreate your Folk workflows as Attio automations, wire up Make or n8n where needed, and turn on Ask Attio so AI works across every record from day one.
The process
1. Audit
I review your Folk workspace: contacts, companies, pipelines, groups, notes, and how your team uses folkX, campaigns, and Gmail/Outlook sync.
2. Plan
We design the target structure in Attio, agree on which custom objects and relationships you need, and decide how to handle Folk's built-in email campaigns.
3. Clean
I clean the data before export: duplicate contacts, dead groups, empty fields. Only the relationship data that matters carries forward.
4. Migrate
I run a sample migration first, validate the mapping, then execute the full import of contacts, companies, pipelines/deals, groups, and notes.
5. Rebuild
Pipelines, views, dashboards, automations, and outreach sequences or integrations get built in Attio to replace what lived inside Folk.
6. Launch
Your team gets a walkthrough, written documentation, and a support window after go-live to smooth out anything that surfaces.
FAQ
What from Folk can actually be migrated?
Contacts, companies, pipelines/deals, groups, and notes all map cleanly since both are modern CRMs. The main thing to plan for is Folk's built-in email campaigns, which move to Attio sequences or a connected outreach tool rather than migrating one-to-one.
How long does a Folk to Attio migration take?
Most Folk migrations are quick because both tools are modern. Typical projects run around 1-2 weeks end-to-end, including the relational restructure, dashboards, and team onboarding. A straight import without restructuring can be faster.
Will I lose my folkX prospecting workflow?
You keep the ability to prospect, but the exact folkX extension flow is specific to Folk. In Attio we set up enrichment, integrations, or the API to bring contacts in, which for most teams ends up more automated even though it's a different motion.
What happens to my email campaigns and sequences?
This is the part to plan carefully. Folk's in-CRM campaigns are one of its strengths. In Attio we either use native sequences or connect a dedicated outreach tool, so your outbound keeps running, just from a slightly different setup.
Do we keep Folk running during the migration?
Yes. Folk stays live until the Attio workspace is verified and your team is trained. Then you cut over, so there's never a window where your CRM is effectively down.
Why not just copy everything across exactly?
Because Folk's deliberately simple model is often why teams are leaving. The value of moving to Attio comes from restructuring into proper custom objects and relationships, not from replicating a flat contact list in a more powerful tool.
Will my team need training?
Attio is a bit more capable than Folk, but the UI is fast and familiar, so the learning curve is short. I include a walkthrough session and written documentation, and most Folk users are comfortable within a day.
Ready to move?
Book a call and I'll tell you exactly what a Folk to Attio migration looks like for your team.