Integrations
Learn how to connect Zocks with your CRM. These guides walk you through enabling integrations.
12 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
How to integrate SmartOffice CRM with my Zocks account?SmartOffice CRM Integration
How to integrate AdvisorEngine with my Zocks account?AdvisorEngine CRM integration
Orion Portfolio Accounting & Reporting IntegrationOrion Portfolio Accounting & Reporting Integration
eMoney Financial Planning IntegrationeMoney Financial Planning Integration
PreciseFP IntegrationPreciseFP - Forms & Onboarding Integration
Create Contact in CRM, Financial Planning, Portfolio Manager, PreciseFP from ZocksThis article describes how to create new contacts in connected systems from Zocks.
Holistiplan Tax Planning Integration
CRM Deeplink NavigationLearn how to navigate directly to your CRM records from Zocks.