Keep your Wealthbox records up to date without manual data entry. Zocks syncs your contacts and calendar, saves meeting summaries and tasks, suggests contact updates based on your meetings, and uses your Wealthbox data to help you prepare for client meetings.

Once connected, you can manage the integration any time from Integrations → Wealthbox → Manage. Your personal options, such as contact and calendar sync, are on the Your Settings tab.
​

Contact sync brings your Wealthbox contacts into Zocks so they can be linked to meetings, used in meeting prep, and matched when you save notes.

To turn it on, go to Integrations → Wealthbox → Manage → Your Settings → Contact Sync and turn on Synchronize your contacts automatically. By default, every contact visible to your Wealthbox login is synced. You can narrow this down with Filters:

Sync runs every 30 minutes and picks up contacts that were added or changed since the last run, so new contacts can take up to half an hour to appear in Zocks.

Zocks can save your client tier (for example A, B and C clients) from Wealthbox onto the contact in Zocks. This powers client-tier analytics, such as how much of each advisor's time goes to each tier.

The tier info comes over with the next contact sync.

If you keep your meetings in Wealthbox, Zocks can sync them straight from your Wealthbox calendar. To turn it on, go to Integrations → Wealthbox → Manage → Your Settings → Calendar Sync and turn on calendar synchronization.

Your Wealthbox meetings then appear in Upcoming Meetings, ready for meeting prep, and your AI Assistant can join them automatically.

Under Meeting attendees, choose which Wealthbox field Zocks uses to add clients to your meetings:

Zocks reads your Wealthbox data and uses it as context for Meeting Prep, Ask Anything and Forms, as well as Email Replies and Client Questions on Ultimate plans. For each contact, Zocks reads:

If the contact belongs to a household, Zocks also reads the household's notes, events and tasks.

After a meeting, you can save the meeting summary, tasks and follow-up emails to Wealthbox from the meeting in Past Meetings.

Open the meeting in Past Meetings, select Export, and choose the Wealthbox Contact or Household to save to. Households always appear in the dropdown, with no extra setup needed. If a Wealthbox event within a week of the meeting has the contact or household set in Related To, the event appears in the dropdown too.

Before saving, you can set:

Your Zocks admin decides whether meeting summaries are saved to Wealthbox as a Note (the default) or as an Event. Either way, the summary is linked to the contact, household or trust you pick.

Tasks are saved as native Wealthbox Tasks linked to the contact. Before saving, you can set:

To set your default due date, go to Integrations → Wealthbox → Manage → Your Settings → Task and set the duration and unit of time.

Follow-up emails can be saved to Wealthbox as a Note. Sending and drafts go through your connected Outlook or Gmail account, since Wealthbox doesn't have its own email.

To update or create contacts, open the meeting in Past Meetings and select the Wealthbox icon next to the contact's name.
​

Based on what came up in the meeting, Zocks suggests updates to Wealthbox contact fields, including custom fields. You see the current Wealthbox value next to what Zocks captured, choose which fields to update, and confirm.

Supported custom field types are text, date, checkbox, and dropdown (picklist).

Zocks can also create new Wealthbox contacts, for example a prospect or a family member mentioned in the meeting.

Your Zocks admin can allow or turn off contact creation and contact updates for your firm under Integrations → Wealthbox → Manage → Admin.

Start Wealthbox workflows from your meetings, see which ones Zocks suggests based on what was discussed, and complete workflow steps without leaving Zocks. Workflows you start from Zocks are attached to the contact in Wealthbox.

To manage workflows, open the meeting in Past Meetings and select the Wealthbox icon next to the contact's name.

The Manage Workflows in Wealthbox window has three tabs: Suggestions, New Workflow and Running Workflows.

The Suggestions tab lists the workflows Zocks recommends based on the meeting details. Each suggestion comes with a description prefilled from the meeting.

To get a fresh set of suggestions, select Rerun.

The New Workflow tab lists your firm's Wealthbox workflow templates. Expand the one you need, fill in the description, labels and start date, and select Start Workflow.

The Running Workflows tab shows the contact's workflows with their status (Running or Completed) and every step. To complete the current step, select Mark step as completed.

When something in the meeting completes a step of a running workflow, Zocks also shows that step on the Suggestions tab, with the meeting detail behind it, for example that the client already received and read the agenda. Review it and select Mark step as completed.