Two-way contact sync between FinFolio and Teamgate

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

Syncing FinFolio with Teamgate 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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We'll send you an email when the integration is ready.

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 Teamgate

Teamgate is an intelligent sales stack for SME's. It will help improve your customer communications, increase sales and implement set goals. Rely on powerful insights to make competitive actions and nurture new connections towards successful sales.

Try it out for yourself

When you are out on the road and you need urgent information, then you realize why you are paying for it. I’m already used to PieSync, now I can’t imagine a world without it.

Bram CallewierManaging Director — Stoneasy.com

PieSync offers a way to easily have the full customer data interact between SharpSpring and our other apps. This new enhancement allows us to easily connect all of our SaaS-based applications and unify our departments. What I like the most about the service is to have all the contact data align between our different apps.

Kalon WigginsDigital Marketer — Epic Design Labs