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.
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!
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.