Two-way contact sync between FinFolio and Cakemail

FinFolioCakemail

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

Syncing FinFolio with Cakemail 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 Cakemail.

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Other available connections on PieSync

What makes PieSync different from trigger-based tools like Zapier? Find out more on PieSync vs Zapier.

More connections are being added every month. See all available apps, 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.

Cakemail

About Cakemail

Cakemail is an email marketing application that simplifies the way small businesses engage with customers, allowing them to manage contacts, create personalized email campaigns from templates and simply... send. It’s an affordable, easy-to-use solution, created to help small businesses begin, or pursue, their email marketing efforts - regardless of the marketing resources, design background or technical expertise they have.

Try it out for yourself

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

This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.

Kevin JohnsonAssociate Broker