Two-way contact sync between SurveyGizmo and FinFolio

SurveyGizmoFinFolio

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

Syncing SurveyGizmo 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 SurveyGizmo with FinFolio.

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Other available connections on PieSync

What makes PieSync different from trigger-based tools like Zapier? Find out more on PieSync vs Zapier.

More connections are being added every month. See all available apps, 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.

SurveyGizmo

About SurveyGizmo

SurveyGizmo is the online survey tool for new business. Rich in features and with an honest price, SurveyGizmo is ideal for the feature-focused marketers, researchers and educators. Whether you are doing simple surveys, complex surveys, evaluations, polls, or HR studies; SurveyGizmo is the right survey tool for you.

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

Before PieSync, syncing our data to a CRM was more of a hassle than an advantage. We needed to keep the categories we were using in Outlook. That was the base of our internal organization and no other cloud integration software was offering that possibility. Intelligent Syncing makes PieSync the most advanced sync engine out there!

Scott MagillDirector

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