Salesforce

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. 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 Salesforce 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

How to Connect to Salesforce

Salesforce - Which form fields are prefilled?

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.