Two-way contact sync between Campaign Monitor and FinFolio

Campaign MonitorFinFolio

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

Want to win time by managing just one application? Set up PieSync for free today and start syncing your Campaign Monitor and FinFolio contacts.

It takes 5 minutes to start syncing Campaign Monitor with FinFolio

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Other available connections on PieSync

More connections with Campaign Monitor and FinFolio are available within the PieSync app. See all possible connections, 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.

Campaign Monitor

About Campaign Monitor

Campaign Monitor is an email marketing tool made for and by designers. Create one-of-a-kind campaigns with beautiful looking templates and use features such as campaign previews, analytics and activity tools to give you that necessary customer insight.

FinFolio

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.

Try it out for yourself

This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.

Kevin JohnsonAssociate Broker

With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.

Adrien JorgeCo-Founder