Connecting your CRM to the Quik! App allows you to auto-fill forms with client data, reducing manual entry and saving time. Quik! supports a variety of CRM platforms commonly used in financial services.
This guide is for all Quik! users with an existing CRM account who want to enable integration and streamline form workflows.
🎥 Watch a tutorial featuring Redtail CRM: How to Connect Your CRM to Quik!
Prerequisites
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You must have an active CRM account with one of the supported platforms.
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You must be a licensed Quik! App user.
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You need appropriate permissions in your CRM (typically Admin or Integration-level access).
Step-by-Step Instructions
1. Go to CRM Integration Settings
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Log in to your Quik! App account.
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From the left-hand menu, select Settings.
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Click on the CRM Connections tab.
2. Choose Your CRM
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You’ll see a list of supported CRMs:
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Click Connect next to your CRM provider.
3. Authorize the Connection
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You’ll be prompted to log in to your CRM.
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Enter your CRM username and password.
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Follow the authorization prompts to grant Quik! access.
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Once complete, your CRM will show as Connected in the Quik! App.
4. Confirm and Sync
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Your CRM data will now be available to auto-fill forms in the Quik! App.
📝 Helpful Tips & Extras
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You can connect multiple CRMs per user account.
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Quik! supports a field mapping tool for Salesforce.
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If your CRM credentials aren't working, contact your CRM provider to confirm access and permissions.
FAQs / Troubleshooting
Q: Why can't I connect my CRM?
A: Make sure your credentials are correct and your account has integration permissions. Some CRMs require Admin access to authorize third-party tools.
Q: Can I connect to more than one CRM?
A: Yes! You can connect multiple CRMs under your Quik! user account.