Two-way contact sync between FinFolio and SalesLoft

FinFolioSalesLoft

PieSync integrates FinFolio with SalesLoft for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with SalesLoft, 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 SalesLoft contacts.

It takes 5 minutes to start syncing FinFolio with SalesLoft

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no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with FinFolio and SalesLoft 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.

SalesLoft

About SalesLoft

SalesLoft is the Sales Engagement Platform for modern sales organizations. SalesLoft helps companies believe in their product, their process, and their people. It's the perfect Sales Engagement Platform to power your success

Try it out for yourself

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

PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.

Matthew HughesManaging Director