Two-way contact sync between FinFolio and DocuSign

FinFolioDocuSign

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

Syncing FinFolio with DocuSign 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 DocuSign.

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Other available connections on PieSync

More connections with FinFolio and DocuSign 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.

DocuSign

About DocuSign

Docusign allows you to send, sign and approve documents with a digital signature from anywhere and on any device. Docusign makes any workflow or approval simple, secure and fully digital, so you can get on with your business and your life.

Try it out for yourself

With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.

Adrien JorgeCo-Founder

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