Two-way contact sync between FinFolio and Wishpond

FinFolioWishpond

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

It takes 5 minutes to start syncing FinFolio with Wishpond

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Other available connections on PieSync

More connections with FinFolio and Wishpond 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.

Wishpond

About Wishpond

Wishpond makes it easy to build complete marketing funnels that get you leads and customers online. It is a platform of simple tools for lead generation and marketing automation used by more than 5,000 businesses.

Try it out for yourself

With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.

Adrien JorgeCo-Founder

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