Two-way contact sync between Infusionsoft and FinFolio

InfusionsoftFinFolio

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

PieSync can apply or remove Infusionsoft tags based on how contacts behave in other apps. It can sync new leads directly to other apps and keep them in a two-way sync moving forward. PieSync comes with support for the many custom fields you’ve set up for contact management!

Want to win time by managing just one application? Set up PieSync for free today and start syncing your Infusionsoft and FinFolio contacts.

It takes 5 minutes to start syncing Infusionsoft with FinFolio

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no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with Infusionsoft 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.

Infusionsoft

About Infusionsoft

Infusionsoft offers your small business a range of automated sales and marketing solutions. Having tools like lead generation, marketing automation, and CRM functionality all in one place, allows your business to grow and succeed!

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

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

Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.

Pete KerskerMinister