PieSync integrates FinFolio with The RedX for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with The RedX, and vice versa - eliminating import/export!
Syncing FinFolio with The RedX 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 The RedX.
More connections with FinFolio and The RedX 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.
The RedX helps agents increase their listing inventory with our Expired, FSBO, Pre-Foreclosure, and FRBO leads powered by High Octane™ data.
This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.
We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.