PieSync integrates FinFolio with Aircall for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Aircall, 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 FinFolio and Aircall contacts.
It takes 5 minutes to start syncing FinFolio with Aircall
no-strings-attached 14-day free trial
More connections with FinFolio and Aircall are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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 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.
Aircall empowers Sales & Support teams to ace every call with a phone system specifically built for their favorite business tools.
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!
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.