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

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Other available connections on PieSync

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.

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

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

I love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!

Raquel MeyerCEO