Two-way contact sync between Woodpecker and FinFolio

WoodpeckerFinFolio

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

It takes 5 minutes to start syncing Woodpecker with FinFolio

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Other available connections on PieSync

More connections with Woodpecker 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.

Woodpecker

About Woodpecker

Woodpecker.co automates sending personalized sales emails and follow-ups to prospective clients following Predictable Revenue methodology and Account Based Sales Development approach. Send emails and follow-up sequences automatically from your mailbox.

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

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

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