Two-way contact sync between Placester and FinFolio

PlacesterFinFolio

PieSync integrates Placester with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Placester, it is automatically synced with FinFolio, and vice versa - eliminating import/export!

Syncing Placester 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 Placester with FinFolio.

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Other available connections on PieSync

More connections with Placester 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.

Placester

About Placester

With Placester, you get everything you need to easily launch a mobile-ready, responsive real estate website with integrated MLS listing data. The platform includes lead capture, hosting, blogging, and deep analytics users need to grow their businesses online.

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

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