Two-way contact sync between ConnectWise Manage and FinFolio

ConnectWise ManageFinFolio

PieSync integrates ConnectWise Manage with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in ConnectWise Manage, 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 ConnectWise Manage and FinFolio contacts.

It takes 5 minutes to start syncing ConnectWise Manage with FinFolio

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no-strings-attached 14-day free trial

Other available connections on PieSync

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.

ConnectWise Manage

About ConnectWise Manage

ConnectWise Manage offers clear lines of communication, error-proof ticketing and powerful documentation. Capture and track every step, maximize visibility, and establish workflows so you can deliver exceptional customer service.

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

I use Freshbooks for invoicing and SharpSpring for marketing. I was looking for a way to get my customer information from Freshbooks and into Sharpspring and PieSync does that perfectly. I also use PieSync to add customer details to my email marketing apps, I even sync customer contacts to my phone via iCloud. It works in all directions, so even if I am out of the office and I meet a new contact, I add them in my phone and PieSync syncs them to my other systems instantly. I’m using a variety of software apps because I want to have best-of-breed apps running my business. Luckily I can rely on PieSync’s Intelligent Syncing to update customer details across all of these systems.

Bob PetersonDigital Marketing Consultant

We use PieSync to synchronize our Google G Suite account with our CRM and Marketing Automation platform. PieSync was crucial to whether or not we went ahead with our projects. Without PieSync we would have abandoned the projects and all the benefits we’ve gained from it. It was a real situation of “to sync or not to sync".

Randy TaylorCEO