Two-way contact sync between Pipedrive and FinFolio

PipedriveFinFolio

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

It takes 5 minutes to start syncing Pipedrive with FinFolio

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Other available connections on PieSync

More connections with Pipedrive 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.

Pipedrive

About Pipedrive

Pipedrive is an exciting and powerful CRM, managing and visualizing your company's sales pipeline in a simple way. A clear overview of your leads and outstanding deals will enable you to prioritize tasks efficiently and help you reach the targets you had in mind!

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

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

This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.

Kevin JohnsonAssociate Broker