Start syncing FinFolio and Zendesk Sell (formerly Base CRM) two-way

  • Free 14 day trial
  • Easy setup
  • No credit card needed

Discover how PieSync can make your cloud apps work together

When contacts are tagged in FinFolio, update their Zendesk Sell (formerly Base CRM) contact details
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When contacts are not yet converted leads in FinFolio, match them up to contacts in Zendesk Sell (formerly Base CRM)
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When contacts have lead status 'New' in FinFolio, have the contacts enriched by Zendesk Sell (formerly Base CRM) 's social data
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When contacts share a lead source in FinFolio, update their description in Zendesk Sell (formerly Base CRM)
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When custom attributes are updated in FinFolio, apply tags to them in Zendesk Sell (formerly Base CRM) or remove them too
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When phone numbers are added or updated in FinFolio, change their contact owner in Zendesk Sell (formerly Base CRM)
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When FinFolio contacts are from a certain region, update a custom field in Zendesk Sell (formerly Base CRM)
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Accurate & real-time data

PieSync will keep your customer data in sync across all your apps and devices. Two-way and in real-time.

Save time

No more manual exporting & importing of contact lists. No more inaccurate or missing data.

Easy & Secure

Intuitive and straightforward set-up in under 5 min. No coding required. Enterprise level security.

Free Trial

Start your 14-day free trial with all our features and connections included.