PieSync integrates Zendesk with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Zendesk, 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 Zendesk and FinFolio contacts.
It takes 5 minutes to start syncing Zendesk with FinFolio
no-strings-attached 14-day free trial
Zendesk, a customer service software streamlines your support with time-saving tools like ticket views, triggers, and automation. This helps you get straight to what matters most! Better customer service and more meaningful conversations.
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.
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!
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.