Two-way contact sync between Influence and MyProsperity

InfluenceMyProsperity

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

Syncing Influence with MyProsperity 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 Influence with MyProsperity.

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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.

Influence

About Influence

Best of breed recruitment software provided as either a cloud application or as part of a fully managed hosted desktop experience. The hallmark of Influence is simplicity. Our recruitment software reduces time-consuming data entry for your consultants.

MyProsperity

About MyProsperity

Personal wealth redefined myprosperity empowers advisers and their clients to make the most of their finances. Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning. Clients can manage their entire financial world in one place.

Try it out for yourself

More connections with Influence and MyProsperity are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

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

We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.

Marvin McTawFounder & CEO