Two-way contact sync between LeadMaster and FinFolio

LeadMasterFinFolio

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

It takes 5 minutes to start syncing LeadMaster with FinFolio

Get started for free

no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with LeadMaster 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.

LeadMaster

About LeadMaster

LeadMaster is the all-in-one software for managing sales leads and customer relationships including marketing automation and email marketing. From basic contact management to robust CRM, LeadMaster provides everything in one easy-to-use cloud-based software tool.

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

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

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