PieSync integrates Klick Tipp with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Klick Tipp, it is automatically synced with FinFolio, and vice versa - eliminating import/export!
Syncing Klick Tipp 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 Klick Tipp with FinFolio.
More connections with Klick Tipp and FinFolio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
Klick-Tipp is an email marketing solution developed for the German-speaking market. The tool offers easy integration and features a tagging system that delivers flexible segmentation and selection and works as an alternative to the common email list functionality.
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.
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!