Practifi

Practifi has mapped their fields to as many Quik! fields as possible. That said, you may see fields on a form that you would expect to be prefilled from Practifi, which remains blank even after assigning a person to them on the Add Clients page. There are various reasons why these fields cannot be prefilled from Practifi, but typically it is because the Practifi system does not supply information to Quik! about these fields so that they can be prefilled onto a form.

Here are some helpful articles to get you started

How to Connect to the Practifi CRM

Practifi Help Center Articles: 

• Enabling the Quik! Forms Integration

• Using the Quik! Forms Integration