Two-way contact sync between RD Station and FinFolio

RD StationFinFolio

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

Syncing RD Station 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 RD Station with FinFolio.

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Other available connections on PieSync

More connections with RD Station 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.

RD Station

About RD Station

RD Station is a marketing automation platform simply designed to help businesses grow. The software allows you to attract visitors to your website, turn them into leads and nurture them into customers, all in one place.

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

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