PieSync integrates LearnUpon with MyProsperity for an automatic 2-way contacts sync. Every time you add or update a contact in LearnUpon, it is automatically synced with MyProsperity, and vice versa - eliminating import/export!
Syncing LearnUpon 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 LearnUpon with MyProsperity.
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.
LearnUpon.com is the leading cloud-based #LMS that allows organizations to easily train their employees, partners and customers worldwide.
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.
More connections with LearnUpon and MyProsperity are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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.
Thanks to PieSync I know exactly who is calling, no matter where I am or the device I’m using. Same for my colleagues to whom I refer a call to. That’s a big advantage PieSync offers us from a sales point of view!