PieSync integrates Zoho Campaigns with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Zoho Campaigns, it is automatically synced with FinFolio, and vice versa - eliminating import/export!
Syncing Zoho Campaigns 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 Zoho Campaigns with FinFolio.
More connections with Zoho Campaigns and FinFolio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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.
Zoho Campaigns is an email marketing software for small to large businesses to automate the entire marketing process - from managing email campaigns to maintaining mailing lists. Zoho Campaigns lets users focus on the message and the audience while the solution takes care of the process. The automated A/B tests will let users figure out which design or subject line works better; and, the list management keeps lists clean and spam free.
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.
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.
PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.