Two-way contact sync between ONTRAPORT and FinFolio

ONTRAPORTFinFolio

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

It takes 5 minutes to start syncing ONTRAPORT with FinFolio

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Other available connections on PieSync

More connections with ONTRAPORT 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.

ONTRAPORT

About ONTRAPORT

Ontraport is a platform that fully integrates all your business tools into one place, allowing you to focus on what's important! This seamless solution can include a anything from CRM, Wordpress hosting, email, payment processing to powerful business automation.

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

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

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