Two-way contact sync between Salesflare and FinFolio

SalesflareFinFolio

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

It takes 5 minutes to start syncing Salesflare with FinFolio

Get started for free

no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with Salesflare 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.

Salesflare

About Salesflare

Salesflare is the intelligent sales CRM that fills out itself and that sales people actually love. It reminds you of who you should contact, collects information, logs all your customer interactions and provides insight in how your team is connected to a company.

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

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