Many organizations maintain their client information in a CRM, such as Sycamore on Salesforce. One of the big benefits of using Quik! is the ability to automatically prefill your CRM data on a form. This means you don't have to manually type information that you already know, and you can use that saved time to focus on what really matters. Connect your Sycamore CRM account to Quik! for a seamless flow of data from your CRM database directly onto the forms you launch. Users can also log into Quik! via Single Sign-On (SSO) from Sycamore--see below for more information.
https://support.quikforms.com/hc/en-us/articles/360035903891-How-to-Connect-to-Sycamore