Two-way contact sync between Mojo Helpdesk and FinFolio

Mojo HelpdeskFinFolio

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

It takes 5 minutes to start syncing Mojo Helpdesk with FinFolio

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Other available connections on PieSync

More connections with Mojo Helpdesk 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.

Mojo Helpdesk

About Mojo Helpdesk

Mojo Helpdesk is a full-fledged and cost-effective help desk & ticket tracking integrated with GSuite.

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

PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.

Matthew HughesManaging Director

I love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!

Raquel MeyerCEO