Two-way contact sync between FinFolio and Reply.io

FinFolioReply.io

PieSync integrates FinFolio with Reply.io for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Reply.io, and vice versa - eliminating import/export!

Syncing FinFolio with Reply.io 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 Reply.io.

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Other available connections on PieSync

More connections with FinFolio and Reply.io 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.

Reply.io

About Reply.io

Sales automation software that puts your outreach on autopilot, while still making each communication personal. Reply enables scaling sales with no extra hiring needed by automating sending personalized cold emails and follow-ups. It delivers replies right into you inbox every day and allowing you to focus time and energy on speaking with real live prospects, instead of making cold calls or manually messaging your prospects.

Try it out for yourself

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.

Adrien JorgeCo-Founder

Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.

Michel DevisscherGeneral Manager
Medys