Two-way contact sync between StreamSend and FinFolio

StreamSendFinFolio

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

Syncing StreamSend 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 StreamSend with FinFolio.

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Other available connections on PieSync

More connections with StreamSend 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.

StreamSend

About StreamSend

StreamSend enables you to create new emails in minutes, either with pre designed templates or your own layout. Building lists, create campaigns or review reports with a personalized console that makes every step as quick and easy as possible.

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

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

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