Two-way contact sync between Insightly and FinFolio
PieSync integrates Insightly with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Insightly, 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 Insightly and FinFolio contacts.
It takes 5 minutes to start syncing Insightly with FinFolio
no-strings-attached 14-day free trial
Other available connections on PieSync
More connections with Insightly 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.
About Insightly
Insightly is one of the leading CRMs for small businesses. This powerful and user-friendly tool has all the right functionality and it gives you the option to integrate with other popular cloud apps such as Google Apps, MailChimp and social media.
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.
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.
With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.