Two-way contact sync between FinFolio and Shopify

FinFolioShopify

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

It takes 5 minutes to start syncing FinFolio with Shopify

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no-strings-attached 14-day free trial

Other available connections on PieSync

What makes PieSync different from trigger-based tools like Zapier? Find out more on PieSync vs Zapier.

More connections are being added every month. See all available apps, 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.

Shopify

About Shopify

Shopify is a commerce platform that allows anyone to easily sell online, at a retail location, and everywhere in between. It offers a professional online storefront, a payment solution to accept credit cards, and the Shopify POS application to power retail sales.

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

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