Redtail

The combination of Quik! and Redtail offers users the significant advantage of prefilling their client’s data onto various forms. Seamlessly integrate your Redtail CRM account with Quik! to ensure a smooth, direct data flow from your CRM database to the forms you initiate.

Here are some helpful articles to get you started

https://support.quikforms.com/hc/en-us/articles/360017748171-How-to-Connect-to-Redtail

https://support.quikforms.com/hc/en-us/articles/360022854131-Redtail-Which-form-fields-are-prefilled-

https://support.quikforms.com/hc/en-us/articles/7600919195419-How-to-Single-Sign-On-SSO-from-Redtail-into-the-Quik-App