Two-way contact sync between FinFolio and Salesbox

FinFolioSalesbox

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

Syncing FinFolio with Salesbox 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 Salesbox.

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Other available connections on PieSync

More connections with FinFolio and Salesbox 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.

Salesbox

About Salesbox

Salesbox is a predictive CRM for small and medium-sized enterprises which offers collaboration tools, real-time pipeline analysis, sales forecasting, predictive analytics, automatic task generation, proactive guidance, and more.

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

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