Two-way contact sync between FinFolio and SendPulse

FinFolioSendPulse

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

Syncing FinFolio with SendPulse 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 SendPulse.

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Other available connections on PieSync

More connections with FinFolio and SendPulse 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.

SendPulse

About SendPulse

SendPulse is an integrated messaging platform with the "Artificial Intelligence" system and Personalization to make customer service agents superhuman, that enables users to communicate with all devices by Email, SMS, Web push, SMTP etc. Clients using SendPulse Al regularly see 50% to 100%+ increases in engagement metrics including click-through-rates, page views, time on site and conversions.

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

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.

Kevin JohnsonAssociate Broker