Two-way contact sync between FinFolio and SugarCRM

FinFolioSugarCRM

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

It takes 5 minutes to start syncing FinFolio with SugarCRM

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Other available connections on PieSync

More connections with FinFolio and SugarCRM 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.

SugarCRM

About SugarCRM

SugarCRM lets you build better business relationships using one of the most affordable CRM solutions available. With this customizable CRM platform you can lower costs and automate customer service and core sales, focusing on the individual needs of your clients.

Try it out for yourself

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

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