Two-way contact sync between WorkflowMax and MyProsperity

WorkflowMaxMyProsperity

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

Syncing WorkflowMax with MyProsperity 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 WorkflowMax with MyProsperity.

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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.

WorkflowMax

About WorkflowMax

WorkflowMax, a cloud-based project/job management solution is loved by 10,000+ businesses. Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time should try this software. Supercharge your profitability and sort out all your project/job/workflow management needs with all-in-one system.

MyProsperity

About MyProsperity

Personal wealth redefined myprosperity empowers advisers and their clients to make the most of their finances. Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning. Clients can manage their entire financial world in one place.

Try it out for yourself

More connections with WorkflowMax and MyProsperity are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

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

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