Sync Zendesk Sell (formerly Base CRM) and FinFolio two way
Zendesk Sell (formerly Base CRM) is sales force automation software to enhance productivity, processes, & pipeline visibility for sales teams. That means less time updating tasks, more time building relationships & selling. Integrate Zendesk Sell (formerly Base CRM) Contacts and Leads with 140+ applications.
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.
Integrate your Zendesk Sell (formerly Base CRM) Contacts and Leads two way with 140+ other applications for an automatic 2-way sync. Every time you add or update a lead or contact in Zendesk Sell, it is automatically synced with the other app, and vice versa - eliminating import/export!