PieSync integrates FinFolio with Salesflare for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Salesflare, 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 Salesflare contacts.
It takes 5 minutes to start syncing FinFolio with Salesflare
no-strings-attached 14-day free trial
More connections with FinFolio and Salesflare 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.
Salesflare is the intelligent sales CRM that fills out itself and that sales people actually love. It reminds you of who you should contact, collects information, logs all your customer interactions and provides insight in how your team is connected to a company.
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.
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!