Two-way contact sync between Pipelinedeals and FinFolio

PipelinedealsFinFolio

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

It takes 5 minutes to start syncing Pipelinedeals with FinFolio

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no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with Pipelinedeals 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.

Pipelinedeals

About Pipelinedeals

PipelineDeals offers sales engagement and CRM functionality all in one platform, making it one of the top tools out there. It's easy to use and helps you communicate efficiently and close more deals while simultaneously creating a stronger customer relationship!

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

We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.

Marvin McTawFounder & CEO

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