Two-way contact sync between FinFolio and Marketo
PieSync integrates FinFolio with Marketo for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Marketo, 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 Marketo contacts.
It takes 5 minutes to start syncing FinFolio with Marketo
no-strings-attached 14-day free trial
Other available connections on PieSync
More connections with FinFolio and Marketo 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.
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.
About Marketo
Marketo is a powerful marketing automation tool that helps marketers with digital marketing techniques to drive measurable results. Features include: email marketing and marketing analytics. Drive engagement with this solid marketing automation platform.
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.
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.