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How to Connect Quik! to Sycamore via Single Sign On

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Ben Cortez
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Overview

Many organizations maintain their client information in a CRM such as Sycamore on Salesforce. One of the big benefits of using Quik! is the ability to automatically prefill your CRM data on a form. This means you don't have to manually type information that you already know, and you can use that saved time to focus on what really matters. Connect your Sycamore CRM account to Quik! for a seamless flow of data from your CRM database directly onto the forms you launch. Users can also log into Quik! via Single Sign-On (SSO) from Sycamore. See below for more information.

💡 Tip: See How to Add People in the Quik! App for more details on prefilling forms once your CRM is connected.

Key Points

  • Setting up SSO with Quik! is a two-step process: establishing a connection to Salesforce at an organization level, and at the user level.

  • If a particular Salesforce user account changes (for example, if the account is cancelled or if the password changes), the Salesforce connection will not be affected for the organization or for other SSO users.

  • Once logged in, SSO users will only have access to their own data from Salesforce. Data is not shared across SSO users.

Prerequisites

  • Salesforce Admin account credentials.

  • Email inbox associated with the Salesforce Admin account.

  • Admin access to your Quik! account.

Step-by-Step Instructions

Step 1: Configure a Connected App in Salesforce (Admins only)

  1. Log into your Salesforce account with Admin credentials.

  2. In Salesforce, go to Setup.

  3. In the search bar, go to Create > Apps.

  4. At the bottom, under Connected Apps, click New.

  5. Enter a Connected App Name (choose any name).

  6. In the Callback URL field, enter: https://quikformsapp.com/sf.

  7. In Selected OAuth Scopes, click the Add arrow to move all items to the Selected OAuth Scopes box.

  8. Scroll to the bottom and click Save.

  9. In the search bar, return to Create > Apps.

  10. Click on the newly created Connected App.

  11. Under the API (Enable OAuth Settings) section, locate the Consumer Key, Consumer Secret (click to reveal), and Callback URL. You will need these values in the next steps.

Step 2: Connect Salesforce - Sycamore to the Quik! App (Admins only)

  1. Make sure you are logged in as an Admin on your Quik! account.

  2. On your Dashboard, click the CRMs icon.

  3. Click Add New Connection, then select Sycamore.

  4. Enter a Connection Name. Quik! supports multiple CRM accounts, so provide a descriptive name such as "John Smith's Salesforce Account."

  5. Enter the Salesforce Consumer Key into the Client ID field.

  6. Enter the Salesforce Consumer Secret into the Client Secret field.

  7. Enter your Salesforce domain into the Base URL field (default is https://login.salesforce.com unless your organization uses a custom domain).

  8. Click Add.

A Salesforce login window will pop up. In this window:

  • Enter the Salesforce credentials that your account will use when accessing Salesforce data, or click Allow Access if already signed in.

  • If you entered credentials, Salesforce will send a verification code to the Salesforce Admin email. Enter the verification code to finish login.

Important notes for this step:
a. Do not enter the credentials of any other Salesforce user besides your own. If your organization is using SSO, all users who SSO into Quik! for the first time will be prompted to enter their own Salesforce credentials to access their data.
b. If the Salesforce Admin account used in this step changes (for example, if the account is cancelled or the password changes), the Sycamore connection will not be affected. When a connection is created, Quik! establishes and stores a Salesforce token that is not impacted by password changes.

Once completed:

  • The window will close automatically, and you will see the Salesforce connection added to your Quik! account.

  • You will also see a second "ConnectedApp" connection. This is required by Salesforce and is only visible to Admins. To delete your Salesforce connection, you must remove both.

  • All active connections appear in the CRM & Data Sources block. Use the Edit icon to modify, or the X icon to delete.

  • Once added, connections can be selected on the Add People page to prefill forms.

Important Notes

  • If your organization's master Quik! account has other CRM connections besides Sycamore (for example, Redtail), you must remove them so that Sycamore is the only available connection.

  • If your organization uses a custom Salesforce login screen, disable it when setting up a connection to Sycamore. Use the default Salesforce login screen for setup.

Accessing Quik! via SSO from Sycamore

Salesforce Admins should review this page on how to establish an SSO connection to the Quik! App. Contact the Quik! team if you need assistance building an SSO request infrastructure.

After a Quik! Admin has connected the Sycamore account to Quik!:

  1. Sycamore users can Single Sign-On (SSO) into the Quik! App.

  2. In Sycamore, select the Send to Quik! button to begin SSO.

  3. On first SSO login, users will see a pop-up in Quik! asking them to connect their Salesforce account.

  4. Users click to open a Salesforce login window and enter their Salesforce username and password.

  5. Once logged in, they can:

    • Find forms in the Quik! App.

    • Add People using clients delivered in the SSO request.

    • Launch and complete forms.

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