Two-way contact sync between FinFolio and Clio

Piesync integrates FinFolio with Clio for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Clio, and vice versa - eliminating import/export!

Syncing FinFolio with Clio is currently on our roadmap. We can keep you posted when it’s available, or you can sign up and start syncing other apps today.

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Clicking on "Tweet" button will notify that you need 2-way sync. Public tweets help us make the integration faster! 😇

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Other available connections on PieSync

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What makes PieSync different from trigger-based tools like Zapier?
Find out more on PieSync vs Zapier.

More connections are being added every month. See all available apps, keep an eye on our progress and vote for your preferred app.

About PieSync

PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.

About FinFolio

FinFolio is the best portfolio management software and trading software on the market, for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.

About Clio

With cloud-based Clio, lawyers can build a better practice from any device, at home or office. Manage cases, documents, bills, appointments, and clients, streamline your accounting tasks, and protect your information with bank-grade encryption and security audits.

Try it out for yourself

Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Pipedrive. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.

Ilya MigalQA Engineer — Soley.io

Before PieSync, syncing our data to a CRM was more of a hassle than an advantage. We needed to keep the categories we were using in Outlook. That was the base of our internal organization and no other cloud integration software was offering that possibility. Intelligent Syncing makes PieSync the most advanced sync engine out there!

Scott MagillDirector — CFO Consulting Partners