Two-way contact sync between Canddi and FinFolio

CanddiFinFolio

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

Syncing Canddi with FinFolio is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Canddi with FinFolio.

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Other available connections on PieSync

More connections with Canddi 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.

Canddi

About Canddi

With its tracking software, CANDDi reveals businesses and people visiting your website, even if they don't enquire. The tool allows you to increase sales conversion rates, track marketing effectiveness, and focus on the right leads at the right moment.

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

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

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

Michel DevisscherGeneral Manager
Medys