NOTE: This integration is only available for existing users of the integration, i.e., Quik! is only supporting existing users and will not support new users of this integration. That said, we do anticipate a new integration with Quik! in the future, which will be available to new users.
Setting up the integration:
In order to set up your integration between Quik! Forms and Redtail, you'll need to connect your Quik! Forms Library to Redtail.
To do so, go to the menu at the top of your Quik! account and select Settings:
In the Integrations section, you will see the CRM & Other Data Sources block. Click the ADD SOURCE button to show the Add Data Source pop-up:
Here you need to enter information in the following four (4) fields:
SELECT DATA SOURCE: This a dropdown list of all CRM connections the the Quik! App currently supports. Select Redtail from the list. This is important-- you must have a valid, active account with Redtail in order to connect it to the Quik! App.
CONNECTION NAME: Name your connection here. Since you may have multiple accounts with the same CRM, you will need to give each a descriptive name so that you know which is which. For example, "Office Redtail".
ENTER USER NAME: Type in the user name that belongs to your Redtail account.
ENTER PASSWORD: Type in the password that belongs to your Redtail account.
Once the above information has been entered, you can click the TEST CONNECTION button to ensure that the connection can be made. If the user name or password you entered is incorrect, the test will fail. Otherwise, you will see a success message indicating that the connection is valid. Click the ADD button to add the connection to your account.
All active connections are listed in the CRM & Other Data Sources block, and can be edited with the pencil icon, and deleted with the x icon:
Once added, connections can be selected on the ADD CLIENTS page to prefill your forms.
Once you've set the integration up, you can add client info from Redtail to your forms in Quik!. They have provided a detailed write-up for how to go about doing this here.
If you are looking for more Form Filling Software, click here!