Two-way contact sync between Evalanche and MyProsperity

EvalancheMyProsperity

PieSync integrates Evalanche with MyProsperity for an automatic 2-way contacts sync. Every time you add or update a contact in Evalanche, it is automatically synced with MyProsperity, and vice versa - eliminating import/export!

Syncing Evalanche with MyProsperity is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Evalanche with MyProsperity.

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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.

Evalanche

About Evalanche

The EVALANCHE Lead App allows you to configure your own lead capture sheets in minutes – e.g. for trade fair lead capturing. The new native EVALANCHE Lead App allows you to use a mobile channel for lead capturing via EVALANCHE - the starting point for email-based qualification or welcome campaigns!

MyProsperity

About MyProsperity

Personal wealth redefined myprosperity empowers advisers and their clients to make the most of their finances. Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning. Clients can manage their entire financial world in one place.

Try it out for yourself

More connections with Evalanche and MyProsperity are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.

Marvin McTawFounder & CEO

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