Two-way contact sync between Robly and FinFolio

RoblyFinFolio

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

It takes 5 minutes to start syncing Robly with FinFolio

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Other available connections on PieSync

More connections with Robly 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.

Robly

About Robly

Ideal for SME businesses and nonprofits, Robly offers customer review tools and email marketing solutions. Use the platform to make eye-catching campaigns with pop-up widgets, share your emails on social media, and send automated messages to new subscribers.

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

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