Two-way contact sync between Intercom and FinFolio

IntercomFinFolio

PieSync can keep each existing or new lead or user in Intercom in a two-way sync with those same contacts living in other cloud apps, like marketing automation apps. Easy to setup in under 10 minutes, it could act as a complement to other native syncs & integrations offered by Intercom. PieSync’s intelligent filters can reach into all Intercom tags and custom attributes for full control.

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

It takes 5 minutes to start syncing Intercom with FinFolio

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Other available connections on PieSync

More connections with Intercom 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.

Intercom

About Intercom

Intercom is a customer support platform with a set of complementary integrations that can be used across the sales, marketing and customer care teams. This is an ideal platform for highly-personalized communications with your customers.

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

This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.

Kevin JohnsonAssociate Broker

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.

Adrien JorgeCo-Founder