Two-way contact sync between FinFolio and Firepoint CRM

FinFolioFirepoint CRM

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

Syncing FinFolio with Firepoint CRM is currently on our roadmap. We can keep you posted when it’s available, or you can sign up and start syncing other apps today.

Leave your email address and we’ll let you know when you can start syncing FinFolio.

Check our connections page to see what services are available now.

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.

Firepoint CRM

About Firepoint CRM

A comprehensive lead generation and business management solution, Firepoint is an all-in-one CRM for the real estate industry. The tool lets you generate leads, manage your team, and keep track of your true ROI using a single piece of software.

Try it out for yourself

We use PieSync to synchronize our Google G Suite account with our CRM and Marketing Automation platform. PieSync was crucial to whether or not we went ahead with our projects. Without PieSync we would have abandoned the projects and all the benefits we’ve gained from it. It was a real situation of “to sync or not to sync".

Randy TaylorCEO

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