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The Zocks Integration

Wealthbox Support
Wealthbox Support
  • Updated

Overview

Zocks is an AI-powered platform that automates meeting prep, note-taking, follow-up actions, and personalized client communications from client conversations—without recording. With the bi-directional integration, Zocks can automatically create client meeting agendas, sync events, and notes, assign tasks across your team, and update key data fields in Wealthbox.

🔗 Click Here to Watch How Advisors Use Wealthbox + Zocks for AI-Powered Meetings

How to Enable the Integration

  1. Log in to Zocks. Go to Profile Settings (Left Navigation) and then to Integrations (second Tab).
  2. Go to Connect to CRM > Select “Connect” to Wealthbox.

  3. Enter your Wealthbox Credentials.

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

How to Use the Integration

  1. Sync Zocks Meeting Summaries and Follow Ups as Wealthbox Events or Notes, and Tasks.
  2. When syncing Notes to Wealthbox, you have a couple of options.

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

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

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

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

Troubleshooting & FAQs

Q: What can I sync from Zocks to Wealthbox?
A: You can sync meeting summaries, notes, follow-up tasks, and even update key data fields in Wealthbox. Zocks also allows you to choose whether to save meeting summaries as Notes or Events in Wealthbox.

Q: Can I customize what content from a Zocks meeting gets synced to Wealthbox?
A: Yes. When exporting a meeting summary, you can choose which sections to include, which gives you flexibility over what gets saved in Wealthbox.

Q: Can Zocks tasks be assigned to team members in Wealthbox?
A: Yes. Zocks Follow Ups can be synced to Wealthbox as Tasks, where you can assign them to specific team members, set due dates, and define priorities.