Many organizations maintain their client information in a CRM such as Salesforce. One of the big benefits of using Quik! is the ability to automatically prefill your CRM data on a form.
Note: To use our Salesforce integration with Quik!, you must store your client data as Person Accounts in Salesforce rather than Contacts. Person Accounts are intended for B2C organizations and are more often used in financial services than Contacts.
By default, Person Accounts are available in the Financial Services Cloud version of Salesforce. If you do not have the Financial Services Cloud, you may visit this link Person accounts information to learn more about enabling Person Accounts.
We hope to offer the option to use Salesforce Contacts in the future.
https://support.quikforms.com/hc/en-us/articles/360030425032-How-to-Connect-to-Salesforce