Two-way contact sync between FinFolio and Act-On

FinFolioAct-On

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

Syncing FinFolio with Act-On 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 FinFolio with Act-On.

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Other available connections on PieSync

More connections with FinFolio and Act-On 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.

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.

Act-On

About Act-On

Act-On provides an integrated, cloud-based marketing automation solution enabling you to acquire customers, build their loyalty, and nurture relationships with your client base. Use the platform to promote company events, generate leads, and prioritize prospects.

Try it out for yourself

Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.

Pete KerskerMinister

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