Two-way contact sync between Dotloop and FinFolio

DotloopFinFolio

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

It takes 5 minutes to start syncing Dotloop with FinFolio

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Other available connections on PieSync

More connections with Dotloop 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.

Dotloop

About Dotloop

Dotloop is a productivity optimization and online transaction platform made for the real estate industry. The tool lets you create collaborative workspaces to share documents, manage tasks, receive instant notifications, and track transaction progress in real time.

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

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