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
You must have an active CRM account with one of the supported platforms.
You must be a licensed Quik! App user.
You need appropriate permissions in your CRM (typically Admin or Integration-level access).
Step-by-Step Instructions
1. Go to CRM Integration Settings
Log in to your Quik! App account.
From the left-hand menu, select Settings.
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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- Advisor Engine
- Advisors Assistant (SSO only)
- Advyzon
- Redtail
- Salesforce (Enterprise Only)
- Sycamore (SSO only)
- SmartOffice
- Wealthbox
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Click Connect next to your CRM provider.
3. Authorize the Connection
You’ll be prompted to log in to your CRM.
Enter your CRM username and password.
Follow the authorization prompts to grant Quik! access.
Once complete, your CRM will show as Connected in the Quik! App.
4. Confirm and Sync
Your CRM data will now be available to auto-fill forms in the Quik! App.
📝 Helpful Tips & Extras
You can connect multiple CRMs per user account.
Quik! supports a field mapping tool for Salesforce.
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.