Two-way contact sync between FinFolio and Talkdesk

FinFolioTalkdesk

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

Syncing FinFolio with Talkdesk 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 Talkdesk.

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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.

Talkdesk

About Talkdesk

Talkdesk is the world's leading browser-based call center solution that helps SMB and Enterprise businesses deliver delightful customer experiences. Deliver great customer experiences, increase efficiency and generate top line revenue.

Try it out for yourself

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

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