Two-way contact sync between FinFolio and Batchbook

FinFolioBatchbook

PieSync integrates FinFolio with Batchbook for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Batchbook, 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 Batchbook contacts.

It takes 5 minutes to start syncing FinFolio with Batchbook

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Other available connections on PieSync

More connections with FinFolio and Batchbook 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.

Batchbook

About Batchbook

Batchbook prides itself on being a straightforward and social CRM for small businesses. Email and Task automation will create better workflows for your team and build a more meaningful relationship with your customer while simultaneously saving a lot of time!

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