Two-way contact sync between FinFolio and AdRoll

FinFolioAdRoll

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

Syncing FinFolio with AdRoll 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 AdRoll.

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Other available connections on PieSync

More connections with FinFolio and AdRoll 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.

AdRoll

About AdRoll

AdRoll is the Growth Platform that makes your display, social, and email advertising work together to drive more revenue, with less effort from you. It’s built on powerful technology that completes your view of the customer and automates your marketing—leading to smarter decisions and accelerated business growth. With the perfect blend of ease and insights, it’s never been easier to attract new audiences and get more customers shopping.

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

Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.

Michel DevisscherGeneral Manager
Medys