Two-way contact sync between FinFolio and Cloze

FinFolioCloze

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

Syncing FinFolio with Cloze 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 Cloze.

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Other available connections on PieSync

More connections with FinFolio and Cloze 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.

Cloze

About Cloze

The smart mobile app to track customers, clients, prospects and leads without the hassle of CRM. Relationship management that brings together Inbox, Contacts, Calendar, Phone, Evernote, Email, Address Book, Twitter, Facebook and LinkedIn automatically.

Try it out for yourself

Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!

Ágúst SigurðarsonMarketing Manager
Valka

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