PieSync integrates FinFolio with Contactlab Marketing Cloud for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Contactlab Marketing Cloud, 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 Contactlab Marketing Cloud contacts.
It takes 5 minutes to start syncing FinFolio with Contactlab Marketing Cloud
no-strings-attached 14-day free trial
More connections with FinFolio and Contactlab Marketing Cloud 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.
Hub is the Contactlab Marketing Cloud module that helps you collect and integrate all the customer data available from different sources in one unique point. Create individual and unified profiles, keep them up-to-date and make them immediately available for your marketing activities.
With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.
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!