Two-way contact sync between Constant Contact and FinFolio

Constant ContactFinFolio

PieSync provides a two-way contact sync for Constant Contact to move CRM contacts on and off Constant Contact lists, in real time based on any CRM filter imaginable.

Also, you could consolidate new leads coming in via Constant Contact landing pages and immediately send them towards other apps, without creating duplicates, and keeping them in two-way sync moving forward.

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

It takes 5 minutes to start syncing Constant Contact with FinFolio

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Other available connections on PieSync

More connections with Constant Contact 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.

Constant Contact

About Constant Contact

Constant Contact is a marketing platform, giving your team the tools to create highly effective email marketing, social media campaigns, online surveys, and event marketing. Availability of hundreds of templates and extensive resources will make your lists grow!

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

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