Zocks

Connect Zocks with your CRM, planning tools, and other integrations.

Integrations

Connect your Microsoft Exchange calendar to Zocks to sync your schedule, auto-join meetings, and write booked meetings straight into your calendar.

Microsoft Exchange Calendar integration

Configure the Zocks AI native Outlook plugin

How to set up the Outlook Add-in (plugin)?

Connect your Microsoft Exchange mail to Zocks to enrich your meeting prep with recent emails, push follow-up email drafts to your mailbox and to leverage the automation of Email hub.

Microsoft Exchange Mail integration

Connect Microsoft Exchange calendar and email, and set up the Outlook Add-in for Zocks.

Calendar & Email

Learn how to keep your client records accurate, compliant, and automate admin work with the Zocks and Redtail integration.

Redtail CRM integration with Zocks

Learn how to connect Zocks with HubSpot to automate your workflows and client data management.

HubSpot CRM integration with Zocks

Learn how to connect Zocks with AdvisorEngine to save meeting summaries, assign tasks, and update contacts instantly. Built for financial advisors.

AdvisorEngine CRM integration with Zocks

Learn how to connect Zocks with Practifi to save time, automate administrative tasks, streamline workflows, and better serve your clients.

Practifi CRM integration with Zocks

Learn 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.

SmartOffice CRM integration with Zocks

Learn how to connect Zocks with Wealthbox to keep client records updated, sync notes and automate tasks effortlessly.

Wealthbox CRM integration with Zocks

Learn how to navigate directly to your CRM records from Zocks.

CRM Deeplink Navigation from Zocks

Learn how to connect Zocks to eMoney to automatically fill out Facts, update a client’s financial plan, reply to client emails & more.

eMoney Financial Planning integration with Zocks

Learn how to connect Zocks to RightCapital to easily sync 200+ fields from conversation, so you can deliver plans faster than ever.

RightCapital Financial Planning integration with Zocks

Learn 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.

Conquest Planning Integration with Zocks

Learn how to connect Zocks to Holistiplan’s advanced tax analysis to enrich meeting prep, enhance live conversations, automate email responses & more.

Holistiplan Tax Planning integration with Zocks

Learn 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.

Wealth.com Estate Planning integration with Zocks

Connect financial, tax, and estate planning tools with Zocks.

Financial, Tax & Estate Planning

Learn how to connect Zocks to Orion for real-time portfolio data, performance and insights for meeting prep, live meetings, emails and forms.

Orion Portfolio Accounting & Reporting integration with Zocks

Learn how to connect Zocks to Black Diamond for real-time portfolio data, performance and insights for meeting prep, live meetings, emails and forms.

Black Diamond Wealth Platform integration with Zocks

Connect portfolio accounting and reporting platforms with Zocks.

Portfolio & Custodians

Learn how to connect Zocks to PreciseFP to automatically fill out fact finders, account opening forms, update your financial planning tool & more.

PreciseFP Forms & Onboarding integration with Zocks

Connect PreciseFP forms and client onboarding with Zocks.

Forms & Client Onboarding

Connect SharePoint to Zocks to link client folders to contacts, save meeting summaries, prep, forms, and document summaries directly to SharePoint, and import documents for processing without leaving Zocks.

SharePoint integration with Zocks

Connect Box to Zocks to link client folders to contacts, save meeting summaries, prep, forms, and document summaries directly to Box, and import documents for processing without leaving Zocks.

Box integration with Zocks

Connect Egnyte to Zocks to link client folders to contacts, save meeting summaries, prep, forms, and document summaries directly to Egnyte, and import documents for processing without leaving Zocks.

Egnyte integration with Zocks

Connect document management platforms with Zocks.

Document Management

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