Redtail CRM users can now launch the Quik! App directly using Single Sign-On (SSO). This connection enables automatic prefill of CRM data onto your forms in Quik!. It saves time and keeps your client information accurate across platforms.
This guide is for users of Redtail CRM who want to access Quik! Forms using SSO.
💡 Tip: New to Redtail integrations? Learn How to Connect to Redtail in the Quik! App.
Prerequisites
Active Redtail CRM account
Active Quik! App account
Quik! App integration enabled in Redtail
Quik! App and Redtail CRM connected (see linked article above)
Step-by-Step Instructions
1. Launch Quik! Forms from Redtail CRM
Log in to your Redtail CRM account.
Click the Integrations icon in the top right corner.
In the search bar, type Q to quickly find Quik! Forms.
Select Quik! Forms from the results.
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In the popup window, click Single Sign On.
The Quik! App will open in a new browser tab.
2. First-Time Setup for SSO Users
If you're using the Quik! App for the first time:
Enter your Quik! App credentials when prompted.
After logging in, go to Settings in the Quik! App.
Navigate to the CRM & Data Sources tab.
Click Add New Integration.
Add your Redtail CRM credentials to complete the connection.
After setup, future logins through Redtail will sign you in automatically.
3. Send a Client Record to Quik! Forms
To send a client from Redtail directly into a form:
Open a Client Record in Redtail.
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Choose the Send to Quik! Forms option.
This will launch the Quik! App with the selected client already assigned to the Owner 1 role under Add People.