Start syncing FinFolio and Sugar two-way

  • Free 14 day trial
  • Easy setup
  • No credit card needed

Discover how PieSync can make your cloud apps work together

When contacts are tagged in FinFolio, merge their contacts data with those of Sugar
Get Started
When contacts are owned by a salesperson in FinFolio, create them in Sugar
Get Started
When contacts in FinFolio have no owner, keep them in sync with Sugar
Get Started
When FinFolio contacts are from a certain region, apply tags to them in Sugar or remove them too
Get Started
When FinFolio contacts are from a certain location, change their contact owner in Sugar
Get Started
When new contacts are added in FinFolio, make them a VIP in Sugar
Get Started
When phone numbers are added or updated in FinFolio, update a custom field in Sugar
Get Started
When custom attributes are updated in FinFolio, update their lead status in Sugar
Get Started

Accurate & real-time data

PieSync will keep your customer data in sync across all your apps and devices. Two-way and in real-time.

Save time

No more manual exporting & importing of contact lists. No more inaccurate or missing data.

Easy & Secure

Intuitive and straightforward set-up in under 5 min. No coding required. Enterprise level security.

Free Trial

Start your 14-day free trial with all our features and connections included.

Help Articles related to syncing FinFolio & Sugar