PieSync integrates Magento with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Magento, it is automatically synced with FinFolio, and vice versa - eliminating import/export!
Syncing Magento with FinFolio 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 Magento with FinFolio.
Magento empowers thousands of retailers and brands with the best eCommerce platforms, solutions and CMS software. Heighten user engagement with smooth navigation, improved conversion rates and overall increased revenue generation.
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.