Two-way contact sync between Salesmate and FinFolio

SalesmateFinFolio

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

It takes 5 minutes to start syncing Salesmate with FinFolio

Get started for free

no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with Salesmate 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.

Salesmate

About Salesmate

Salesmate CRM provides an easy to use solution to simplify complex sales processes of small and medium enterprises. It is an all-in-one cloud based CRM that enriches customer interactions, boosts sales productivity and helps win more deals.

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

Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.

Pete KerskerMinister

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