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How do I Enable the Zocks Integration?

Team Wealthbox
Team Wealthbox
  • Updated

Enable the integration to sync Zocks Meeting Summaries and Follow Ups as Wealthbox Events or Notes, and Tasks.

How to Enable the Integration

Log in to Zocks. Go to Profile Settings (Left Nav), and then go to Integrations (2nd Tab).

Go to Connect to CRM > Select “Connect” to Wealthbox.

Enter your Wealthbox Credentials.

Easily choose between saving Meeting Summaries to Notes (default) or Events in Wealthbox.

How to use the Zocks integration with Wealthbox

Sync Zocks Meeting Summaries and Follow Ups as Wealthbox Events or Notes, and Tasks.

When syncing Notes to Wealthbox you have a couple of options.

Select the Wealthbox Icon in any individual Zocks Meeting Preset to save a Note directly to a contact or household Wealthbox.

Or alternatively, you can export the entire meeting summary to Wealthbox.

You can also pick and choose which sections to include when exporting to Wealthbox if desired.

Similarly with Zocks Follow Ups, you can sync to Tasks and assign to team members with due dates and priority in Wealthbox.