PieSync integrates FinFolio with Mhelpdesk for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Mhelpdesk, and vice versa - eliminating import/export!
Syncing FinFolio with Mhelpdesk is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing FinFolio with Mhelpdesk.
More connections with FinFolio and Mhelpdesk 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.
mHelpDesk is a fast, easy and reliable way to get complete visibility over your service tickets, technicians, scheduling, and billing. It works on your desktop, laptop, smart phone, or tablet – it’s as easy as pie. mHelpDesk provides a proven system that tracks every service and work order from start to finish
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!