CRM Integration
Learn how to connect Zocks with your CRM. These guides walk you through enabling integrations.
4 articles
Zocks × Wealthbox: Integration GuideKeep client records updated effortlessly with seamless note syncing and task automation.
Zocks × Redtail: Integration GuideKeep your client records accurate, compliant, and automate admin with the Zocks and Redtail integration
Zocks x Practifi: Integration OverviewConnect Zocks with Practifi to save time, automate administrative tasks, streamline workflows, and better serve your clients.
How to integrate Hubspot CRM with my Zocks account?Hubspot CRM integration