Two-way contact sync between Desk and FinFolio

DeskFinFolio

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

It takes 5 minutes to start syncing Desk with FinFolio

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no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with Desk 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.

Desk

About Desk

Desk.com is Salesforce's customer support platform for SMEs. Customers can get support via self-service support centre, live chat, email or phone. Features include productivity tools, mobile support, omni channels and case management.

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

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