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Many organizations maintain their client information in a CRM, such as Wealthbox. One of the big benefits of using Quik! is the ability to prefill your CRM data on a form automatically. This means you don't have to type information that you already know manually, and you can use that saved time to focus on what really matters. Connect your Wealthbox CRM account to Quik! for a seamless flow of data from your CRM database directly onto the forms you launch.
Go to the hamburger menu at the top and select Settings. In the Integrations section, you will see the CRM & Other Data Sources block. Click the ADD SOURCE button to show the Add Data Source pop-up.
Here you need to enter information in the Connection Name field:
- SELECT DATA SOURCE: This is a drop-down list of all the CRM connections that the Quik! App currently supports. Select Wealthbox from the list. IMPORTANT: you must have a valid, active account with Wealthbox to connect it to the Quik! App.
- CONNECTION NAME: Name your connection here. Since Quik! supports the ability to connect to multiple CRM accounts, you will need to give each a descriptive name so that you know which is which. For example, "Joe's Wealthbox Account."
- CONNECTION VISIBILITY: Select from the dropdown if you would like your CRM connection to be Public (Available To All Users) or Private (Available Only To You)
- Click the ADD button
A Wealthbox log in to your account window will pop up. In this window, enter your Wealthbox Admin credentials and click on Log in to Wealthbox.
The window will close automatically, and you will see the Wealthbox connection has been added to your Quik! Account.
All active connections listed in the CRM & Other Data Sources block can be edited with the pencil icon and deleted with the x icon. Once added, connections can be selected on the ADD PEOPLE page to prefill your forms. See How to Add People for more details.