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
More connections with FinFolio and Follow Up Boss are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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 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.
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!
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.
Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!