Two-way contact sync between FinFolio and Chargify

FinFolioChargify

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

Syncing FinFolio with Chargify 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 Chargify.

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Other available connections on PieSync

More connections with FinFolio and Chargify 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.

Chargify

About Chargify

Use Chargify to simplify and manage all your recurring and subscription billing needs. The online billing software keeps your subscriber activity and cash flow running smoothly, so you can concentrate on nurturing customer relationships and growing your business.

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

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