You can connect your AdvisorEngine CRM account to Zocks to push notes and tasks to your CRM. The AdvisorEngine integration uses the same advanced CRM layer that Zocks implemented platform-wide so you have access to all the two-way structured data synchronization options available.
You can perform:
Contact syncing between AE and Zocks
Saving Zocks Meeting Summaries to AE
Creating Tasks in AdvisorEngine
Coming soon:
Field level contact information update from conversations and emails
Meeting Prep and Ask Anything using AE data
Email reply generation based on AE information
Zocks provides out-of-the-box smart defaults for AE users, but with our Elastic CRM layer, custom mappings for data objects and advanced workflows are also available.
How do I link my accounts?
Please log in to your Zocks account and navigate to the Profile Settings - Integrations tab. Scroll down to the CRM integration section and select AdvisorEngine by clicking Connect.
Follow the instructions on the screen and authenticate with your AE account.
How do I tailor the CRM setup to my workflow?
Select the “Gear Icon” next to the “Disconnect” button to view the default settings.
There are no out-of the box customization options for Mappings for AE, but custom mappings for data objects are available upon request.
On the Contact Sync tab, you can enable and disable contact synchronization between Zocks and AE.
On the Tasks tab, you can set a default due date for the Tasks that Zocks creates after your meetings.
How do I save my meeting notes to AdvisorEngine?
When opening a client meeting from the Past Meetings section you will be able to save all results or individual sections to your CRM from:
The Export dropdown in to upper right corner.
On the Meeting Summary tab with the Save to AdvisorEngine buttons
On the Meeting Details tab by clicking on the AdvisorEngine icons
You can specify the Contact that you would like to associate the notes to in the Contact dropdown.
How do I save my Tasks to AdvisorEngine?
When opening a client meeting from the Past Meetings section, you will be able to save all tasks to AE by clicking the AE icon in the Follow-Up Tasks section on the Meeting Summary tab.
You can specify the user that you would like to assign the tasks to as well as the due date of the task and the category in the modal window.
