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

Get started for free

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

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

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