Two-way contact sync between FinFolio and Zendesk Sell (formerly Base CRM)

FinFolioZendesk Sell (formerly Base CRM)

PieSync integrates FinFolio with Zendesk Sell (formerly Base CRM) for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Zendesk Sell (formerly Base CRM), 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 Zendesk Sell (formerly Base CRM) contacts.

It takes 5 minutes to start syncing FinFolio with Zendesk Sell (formerly Base CRM)

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Other available connections on PieSync

More connections with FinFolio and Zendesk Sell (formerly Base CRM) 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.

Zendesk Sell (formerly Base CRM)

About Zendesk Sell (formerly Base CRM)

Zendesk Sell (formerly Base CRM) is sales force automation software to enhance productivity, processes, & pipeline visibility for sales teams. That means less time updating tasks, more time building relationships & selling. Integrate Zendesk Sell (formerly Base CRM) Contacts and Leads with 140+ applications.

Try it out for yourself

PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.

Matthew HughesManaging Director

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