Two-way contact sync between Freshsales and FinFolio

FreshsalesFinFolio

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

It takes 5 minutes to start syncing Freshsales with FinFolio

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Other available connections on PieSync

More connections with Freshsales and FinFolio 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.

Freshsales

About Freshsales

Freshsales is a CRM tool built for high-velocity sales teams in need of quickly accessible context about their leads. In-depth customer insights, advanced segmentation of data and many more features will help you close deals faster. Product of Freshdesk.

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.

Try it out for yourself

I love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!

Raquel MeyerCEO

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