Integrations
Connect Zocks with your CRM, planning tools, and other integrations.
23 articles
- Wealthbox CRM integration with ZocksLearn how to connect Zocks with Wealthbox to keep client records updated, sync notes and automate tasks effortlessly.
- Redtail CRM integration with ZocksLearn how to keep your client records accurate, compliant, and automate admin work with the Zocks and Redtail integration.
- Practifi CRM integration with ZocksLearn how to connect Zocks with Practifi to save time, automate administrative tasks, streamline workflows, and better serve your clients.
- HubSpot CRM integration with ZocksLearn how to connect Zocks with HubSpot to automate your workflows and client data management.
- SmartOffice CRM integration with ZocksLearn how to connect Zocks with SmartOffice to keep your team in sync and stay compliant with auto-synced notes, client data, and smart task delegation.
- AdvisorEngine CRM integration with ZocksLearn how to connect Zocks with AdvisorEngine to save meeting summaries, assign tasks, and update contacts instantly. Built for financial advisors.
- Orion Portfolio Accounting & Reporting integration with ZocksLearn how to connect Zocks to Orion for real-time portfolio data, performance and insights for meeting prep, live meetings, emails and forms.
- eMoney Financial Planning integration with ZocksLearn how to connect Zocks to eMoney to automatically fill out Facts, update a client’s financial plan, reply to client emails & more.
- PreciseFP Forms & Onboarding integration with ZocksLearn how to connect Zocks to PreciseFP to automatically fill out fact finders, account opening forms, update your financial planning tool & more.
- Create Contact across CRMs & Integrations with ZocksLearn how to create new contacts across CRMs and connected tools like eMoney, Orion, and PreciseFP with Zocks.
- Holistiplan Tax Planning integration with ZocksLearn how to connect Zocks to Holistiplan’s advanced tax analysis to enrich meeting prep, enhance live conversations, automate email responses & more.
- CRM Deeplink Navigation from ZocksLearn how to navigate directly to your CRM records from Zocks.
- RightCapital Financial Planning integration with ZocksLearn how to connect Zocks to RightCapital to easily sync 200+ fields from conversation, so you can deliver plans faster than ever.
- Zapier Integration with ZocksLearn how to connect Zocks to over 8,000 tools with Zapier and turn client conversations into automated actions.
- Wealth.com Estate Planning integration with ZocksLearn how to connect Zocks to Wealth.com to access estate planning status, document workflows, and client recommendations during meeting prep, live conversations, automated emails, and more.
- RingCentral IntegrationConnect RingCentral to Zocks to capture, process, and structure your phone calls into notes, tasks, and CRM updates.
- Black Diamond Wealth Platform Integration with ZocksLearn how to connect Zocks to Black Diamond for real-time portfolio data, performance and insights for meeting prep, live meetings, emails and forms.
- Zocks App LibraryThe App library is where you find all the apps that can connect to Zocks - whether that's via MCP or an integration partner.
- Linked emailsThis article covers when to use linked emails, how it works, and how to set one up.
- Conquest Planning Integration with ZocksLearn how to connect Zocks to Conquest Planning to create financial plans from your meetings, emails, and documents, prepare for client meetings, and get instant insights with Ask Anything.
- Create And Manage Your Own AppBuild your own integration on the Zocks API — set it up, configure access, get your credentials, and choose who can use it.
- GoTo Connect IntegrationConnect GoTo Connect to Zocks to capture, process, and structure your recorded phone calls into meeting notes, summaries, tasks, and CRM updates.
- Zoom Phone integrationIf you use Zoom Phone as your phone system, you can connect it to Zocks to capture, process, and structure your recorded phone calls into meeting notes, summaries, tasks, and…