Two-way contact sync between FinFolio and Contactually

FinFolioContactually

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

It takes 5 minutes to start syncing FinFolio with Contactually

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Other available connections on PieSync

More connections with FinFolio and Contactually 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.

Contactually

About Contactually

Contactually is a powerful and intuitive CRM allowing you to build stronger relationships with great results. Its outstanding features will help you nurture leads, develop long-term relationships with your customers and generate referrals.

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

This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.

Kevin JohnsonAssociate Broker