PieSync integrates FinFolio with Help Scout for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Help Scout, 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 Help Scout contacts.
It takes 5 minutes to start syncing FinFolio with Help Scout
no-strings-attached 14-day free trial
More connections with FinFolio and Help Scout 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.
Help Scout is a customer help desk designed to give customers a delightful experience. With its intuitive interface and powerful features, it is no wonder that businesses of all sizes choose Help Scout as their customer help desk platform.
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.
Thanks to PieSync I know exactly who is calling, no matter where I am or the device I’m using. Same for my colleagues to whom I refer a call to. That’s a big advantage PieSync offers us from a sales point of view!