Two-way contact sync between FinFolio and Outreach

FinFolioOutreach

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

It takes 5 minutes to start syncing FinFolio with Outreach

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no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with FinFolio and Outreach 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.

Outreach

About Outreach

Outreach is an intuitive sales automation platform. It helps sales teams set up email campaigns & touch points based upon any number of criteria that they choose. Teams can create a sequence of emails & calls to put every single prospect through.

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

PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.

Matthew HughesManaging Director