CRM Integration
Learn how to connect Zocks with your CRM. These guides walk you through enabling integrations.
5 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.
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