Two-way contact sync between FinFolio and Follow Up Boss

FinFolioFollow Up Boss

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

It takes 5 minutes to start syncing FinFolio with Follow Up Boss

no-strings-attached 14-day free trial

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.

Follow Up Boss

About Follow Up Boss

FollowUpBoss is a CRM for real estate agents. Features include smart lists, action plans and automated lead distribution helps minimize manual data entry. You'll have access to your entire database even while on the go, so you can close more deals!

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