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. We can keep you posted when it’s available, or you can sign up and start syncing other apps today.

Leave your email address and we’ll let you know when you can start syncing FinFolio.

Check our connections page to see what services are available now.

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

We use PieSync to synchronize our Google G Suite account with our CRM and Marketing Automation platform. PieSync was crucial to whether or not we went ahead with our projects. Without PieSync we would have abandoned the projects and all the benefits we’ve gained from it. It was a real situation of “to sync or not to sync".

Randy TaylorCEO

Before PieSync, syncing our data to a CRM was more of a hassle than an advantage. We needed to keep the categories we were using in Outlook. That was the base of our internal organization and no other cloud integration software was offering that possibility. Intelligent Syncing makes PieSync the most advanced sync engine out there!

Scott MagillDirector