Two-way contact sync between Propeller CRM and FinFolio

Propeller CRMFinFolio

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

It takes 5 minutes to start syncing Propeller CRM with FinFolio

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Other available connections on PieSync

What makes PieSync different from trigger-based tools like Zapier? Find out more on PieSync vs Zapier.

More connections are being added every month. See all available apps, 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.

Propeller CRM

About Propeller CRM

Propeller is a powerful CRM for startups and small businesses that integrates within your Gmail account. It allows you to sync your mail and calendar, use various email templates, run reports, visualize your pipeline, keep track of your activity and more.

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