Two-way contact sync between Salesforce and FinFolio

SalesforceFinFolio

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

Set up two-way, continuous syncs of Salesforce leads & contacts segments via PieSync to remote control other marketing software in real time, like a mailing list. Respecting GDPR opt-in and opt-out preferences.

Want to win time by managing just one application? Set up PieSync for free today and start syncing your Salesforce and FinFolio contacts.

It takes 5 minutes to start syncing Salesforce with FinFolio

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no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with Salesforce 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.

Salesforce

About Salesforce

Salesforce is one of the largest CRM solutions on the market. Main features such as lead scoring, forecasting tools, and team collaboration will help reach your goals. Get your marketing and sales departments aligned with better sales leads and quality pipelines.

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

I love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!

Raquel MeyerCEO

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