PieSync integrates FinFolio with rapidmail for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with rapidmail, and vice versa - eliminating import/export!
Syncing FinFolio with rapidmail 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 rapidmail.
More connections with FinFolio and rapidmail are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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.
Rapidmail is a cloud-based software for professional email marketing. Create and send professional newsletters or automated emails with no prior knowledge. Connect your shopsystem with rapidmail to send your transactional emails like order confirmations and invoices via rapidmails transactional infrastructure to combine highest security with best deliverability.
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!