Two-way contact sync between FinFolio and Campaign Monitor

FinFolioCampaign Monitor

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

It takes 5 minutes to start syncing FinFolio with Campaign Monitor

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no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with FinFolio and Campaign Monitor 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.

Campaign Monitor

About Campaign Monitor

Campaign Monitor is an email marketing tool made for and by designers. Create one-of-a-kind campaigns with beautiful looking templates and use features such as campaign previews, analytics and activity tools to give you that necessary customer insight.

Try it out for yourself

We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.

Marvin McTawFounder & CEO

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