Two-way contact sync between ConvertFox and FinFolio

ConvertFoxFinFolio

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

It takes 5 minutes to start syncing ConvertFox with FinFolio

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no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with ConvertFox 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.

ConvertFox

About ConvertFox

ConvertFox is a customer communication platform that helps businesses turn visitors into paying customers. It helps sales, marketing, and support teams to communicate with customers on one platform.

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 love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!

Raquel MeyerCEO

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