PieSync integrates FinFolio with Zoho Campaigns for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Zoho Campaigns, and vice versa - eliminating import/export!
Syncing FinFolio with Zoho Campaigns 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 Zoho Campaigns.
More connections with FinFolio and Zoho Campaigns are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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.
Zoho Campaigns is an email marketing software for small to large businesses to automate the entire marketing process - from managing email campaigns to maintaining mailing lists. Zoho Campaigns lets users focus on the message and the audience while the solution takes care of the process. The automated A/B tests will let users figure out which design or subject line works better; and, the list management keeps lists clean and spam free.
PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.
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.