Two-way contact sync between FinFolio and LeadMaster

FinFolioLeadMaster

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

It takes 5 minutes to start syncing FinFolio with LeadMaster

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Other available connections on PieSync

More connections with FinFolio and LeadMaster 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.

LeadMaster

About LeadMaster

LeadMaster is the all-in-one software for managing sales leads and customer relationships including marketing automation and email marketing. From basic contact management to robust CRM, LeadMaster provides everything in one easy-to-use cloud-based software tool.

Try it out for yourself

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!

Ágúst SigurðarsonMarketing Manager
Valka

Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.

Pete KerskerMinister