Wealthbox

Connect your Wealthbox CRM account to Quik! for a seamless flow of data from your CRM database directly onto the forms you launch.

Here are some helpful articles to get you started

https://support.quikforms.com/hc/en-us/articles/360052107791-How-to-Connect-to-Wealthbox

https://support.quikforms.com/hc/en-us/articles/360051876852-Wealthbox-Which-form-fields-are-prefilled-