Two-way contact sync between Workbooks and FinFolio

WorkbooksFinFolio

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

It takes 5 minutes to start syncing Workbooks with FinFolio

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Other available connections on PieSync

More connections with Workbooks 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.

Workbooks

About Workbooks

Workbooks is a CRM for SMEs who love the Windows-like interface. Features such as lead-creation, pipeline management, deal tracking and invoice creation together with sales and marketing automation, and integrations make this a great tool to grow your business from!

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

I love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!

Raquel MeyerCEO

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