Two-way contact sync between Help Scout and FinFolio

Help ScoutFinFolio

PieSync integrates Help Scout with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Help Scout, 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 Help Scout and FinFolio contacts.

It takes 5 minutes to start syncing Help Scout with FinFolio

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Other available connections on PieSync

More connections with Help Scout 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.

Help Scout

About Help Scout

Help Scout is a customer help desk designed to give customers a delightful experience. With its intuitive interface and powerful features, it is no wonder that businesses of all sizes choose Help Scout as their customer help desk platform.

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