Two-way contact sync between SendPulse and FinFolio

SendPulseFinFolio

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

Syncing SendPulse 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 SendPulse with FinFolio.

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Other available connections on PieSync

More connections with SendPulse 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.

SendPulse

About SendPulse

SendPulse is an integrated messaging platform with the "Artificial Intelligence" system and Personalization to make customer service agents superhuman, that enables users to communicate with all devices by Email, SMS, Web push, SMTP etc. Clients using SendPulse Al regularly see 50% to 100%+ increases in engagement metrics including click-through-rates, page views, time on site and conversions.

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

With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.

Adrien JorgeCo-Founder