Two-way contact sync between Proposable and FinFolio

ProposableFinFolio

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

Syncing Proposable 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 Proposable with FinFolio.

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Other available connections on PieSync

More connections with Proposable 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.

Proposable

About Proposable

Proposable is a powerful proposal software tool that can help you increase your sales, but it can also support other document types such as Contracts, Pre-Proposals, Case Studies, Whitepapers and much 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

Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!

Ágúst SigurðarsonMarketing Manager
Valka

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