Two-way contact sync between FinFolio and Crisp

FinFolioCrisp

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

Syncing FinFolio with Crisp 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 Crisp.

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Other available connections on PieSync

What makes PieSync different from trigger-based tools like Zapier? Find out more on PieSync vs Zapier.

More connections are being added every month. See all available apps, 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.

Crisp

About Crisp

Connect your customers to your team. Crisp lets you chat with your customers and makes things simple for busy businesses. We take the suck out of chatting with your website visitors and keeping in touch with them. The chatbox is unlimited. Chat with all your visitors. Put Crisp on all your devices. Reply to chats on the go. The chat continues by email if your visitor goes offline.

Try it out for yourself

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

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