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

More connections with ConnectWise Manage 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.

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

Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!

Ágúst SigurðarsonMarketing Manager
Valka

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