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Many organizations keep client information in a CRM, such as Wealthbox. One of the key benefits of using Quik! is the ability to automatically prefill CRM data onto forms. This eliminates the need to manually re-enter information you already have, allowing you to focus on what matters most.

By connecting your Wealthbox CRM account to Quik!, you’ll enable a seamless flow of data from your CRM database directly into the forms you launch.

How to Connect Wealthbox CRM

1. Access CRM Connections

   • On your Dashboard, click the CRMs icon.

   • Select Add New Connection.

   • Choose Wealthbox.

2. Enter Connection Details

   • Connection Name: Provide a descriptive name for the connection.

     • Example: Joe’s Wealthbox Account.

     • This is especially useful if you plan to connect multiple CRM accounts.

   • Connection Visibility:

     • Public – Available to all users.

     • Private – Available only to you.

   • Click Add.

3. Log In to Wealthbox

   • A Wealthbox login window will appear.

   • Enter your Wealthbox Admin credentials.

   • Click Log in to Wealthbox.

4. Confirm Connection

   • The window will close automatically.

   • You’ll see the new Wealthbox connection listed in your Quik! account.

Managing CRM Connections

• All active connections are displayed in the CRM & Data Sources block.

• You can:

  • Edit a connection using the edit icon.

  • Delete a connection using the x icon.

Once added, connections can be selected on the Add People page to prefill forms. For detailed instructions, see How to Add People.