Two-way contact sync between FinFolio and Prosperworks

FinFolioProsperworks

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

It takes 5 minutes to start syncing FinFolio with Prosperworks

no-strings-attached 14-day free trial

Other available connections on PieSync

What makes PieSync different from trigger-based tools like Zapier? Find out more on PieSync vs Zapier.

More connections are being added every month. See all available apps, 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.

Prosperworks

About Prosperworks

ProsperWorks, CRM built for Google Apps, offers seamless integration with the whole range of Google Apps. Powerful features like pipeline progression reports, automated customer research and sales forecasting, make this an impressive CRM to build your business from.

Try it out for yourself

Before PieSync, syncing our data to a CRM was more of a hassle than an advantage. We needed to keep the categories we were using in Outlook. That was the base of our internal organization and no other cloud integration software was offering that possibility. Intelligent Syncing makes PieSync the most advanced sync engine out there!

Scott MagillDirector

I use Freshbooks for invoicing and SharpSpring for marketing. I was looking for a way to get my customer information from Freshbooks and into Sharpspring and PieSync does that perfectly. I also use PieSync to add customer details to my email marketing apps, I even sync customer contacts to my phone via iCloud. It works in all directions, so even if I am out of the office and I meet a new contact, I add them in my phone and PieSync syncs them to my other systems instantly. I’m using a variety of software apps because I want to have best-of-breed apps running my business. Luckily I can rely on PieSync’s Intelligent Syncing to update customer details across all of these systems.

Bob PetersonDigital Marketing Consultant