Integrations /Onboarding & Form Tools
Get started with Wealthbox + Quik!
Modern CRM integrated with advanced form-filling technology.
Integrations /Onboarding & Form Tools
Modern CRM integrated with advanced form-filling technology.
Overview
We’re excited to offer a seamless integration with Wealthbox. Users of Wealthbox can leverage all the work they’ve done to enter and maintain clean data by using that data to prefill Quik!’s library of 34,000+ financial forms to open accounts and perform any forms-based work faster. Setting up the connection is simple and using Wealthbox CRM’s data with Quik! forms is even easier. This integration saves users time, improves accuracy and reduces errors on forms with the click of a button.
Search and select Wealthbox contacts to insert them into Quik! forms.
Sample form pre-populated with Wealthbox contact record information.
Resources
“We’re excited to offer a seamless integration with Wealthbox CRM. Now users of Wealthbox can leverage all the work they’ve done to enter and maintain clean data by using that data to prefill Quik!’s library of 34,000+ financial forms to open accounts and perform any forms-based work faster. Setting up the connection is simple and using Wealthbox CRM’s data with Quik! forms is even easier. This integration saves users time, improves accuracy and reduces errors on forms with the click of a button.”
Richard Walker
CEO and Co-Founder, Quik!
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