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How To Connect MyCRM To Quickli
How To Connect MyCRM To Quickli

Step by step instructions for connecting Quickli to MyCRM

Jimmy Hyde avatar
Written by Jimmy Hyde
Updated over 5 months ago

Note: You need to have an active Quickli account to do this.

  1. In MyCRM, navigate to Profile Management from the navigation menu and click on Your Service Plan.

  2. Locate the Quickli tile and click on Manage Access.

    Note: There's no additional MyCRM cost for this integration but you need to have a paid Quickli account to use this feature.

  3. Head over to your Quickli account and click on Settings.

  4. Navigate to the Integration section, locate and copy the LMG integration API key. To learn more on how to get your API key, click here

  5. Return to MyCRM, paste the service plan page and paste the copied API key.

  6. Click on the Subscribe action and press Confirm.

  7. Once done, click on the 'Review pending changes' button located at the top right-hand side of MyCRM.

  8. You must tick to confirm your acceptance on the terms and conditions to subscribe. Then click "Save and Exit."

Once the integration is completed, the Quickli button will now appear on the deal application page ready to submit the data to Quickli!

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