Start syncing FinFolio and Contactually two-way

  • Free 14 day trial
  • Easy setup
  • No credit card needed

Discover how PieSync can make your cloud apps work together

As soon as FinFolio gives contacts a lead score of 50, merge their contacts data with those of Contactually
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When FinFolio contacts are from a certain location, create them in Contactually
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When contacts are archived in FinFolio, keep them in sync with Contactually
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When contacts are owned by a salesperson in FinFolio, update a custom field in Contactually
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When contacts are starred in FinFolio, update their description in Contactually
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When contacts are tagged in FinFolio, have the contacts enriched by Contactually 's social data
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When FinFolio contacts are from a certain region, update their role in Contactually
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When FinFolio contacts are from a certain location, update their lead status in Contactually
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When new contacts are added in FinFolio, update their lead source in Contactually
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When phone numbers are added or updated in FinFolio, update their description in Contactually
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When custom attributes are updated in FinFolio, update a custom field in Contactually
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Accurate & real-time data

PieSync will keep your customer data in sync across all your apps and devices. Two-way and in real-time.

Save time

No more manual exporting & importing of contact lists. No more inaccurate or missing data.

Easy & Secure

Intuitive and straightforward set-up in under 5 min. No coding required. Enterprise level security.

Free Trial

Start your 14-day free trial with all our features and connections included.