Bloks integrates directly with Wealthbox, allowing you to push meeting notes and structured data into your CRM for seamless relationship management. This article walks you through how to set up the integration and where to use it within Bloks.

Integration Summary

The Bloks + Wealthbox integration supports two main workflows:

• Pushing meeting summaries to people or company records.
• Updating structured data fields (generated by the Bloks knowledge base) for company and people records in Wealthbox.

How to Enable the Bloks Integration with Wealthbox

1. Open Settings in Bloks
   • Locate your avatar (or initials) in the lower-left corner of the Bloks app.
   • Select it to enter the Settings menu.
2. Navigate to Integrations
   • Within the Settings panel, click on the Integrations menu item.
   • Locate Wealthbox in the list.
   • Select Add Wealthbox.
3. Authenticate Your Account
   • Your default browser will open and a prompt will appear asking you to sign in with your Wealthbox credentials (if you're not already signed in).
   • Once authenticated, Bloks will be connected and ready to push data.
   • Return to the Bloks app when prompted.

Pushing Bloks Meeting Summaries to Wealthbox

1. Access a Meeting Summary
   • Navigate to any past meeting in the Bloks Calendar View that has a meeting summary.
   • Select the meeting to open the Summary.
2. Open the Sharing Panel
   • On the right-hand side, expand the sharing panel.
   • Select the Export to Wealthbox option.
3. Match to a Person or Company
   • If Bloks detects a match, it will be displayed automatically.
   • Otherwise, you can manually search for a person or company.
   • Select Export Note to push to the selected record.
   • If the contact does not exist, Bloks will create the record in Wealthbox and add the note.
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4. Push to Wealthbox Confirmation
   • Once pushed to Wealthbox, an icon will appear on the calendar entry (or ad hoc note) in Bloks, indicating successful push.
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Updating Structured Data in Wealthbox

The integration also allows structured data automatically gathered in Bloks templates to be pushed into Wealthbox.

1. Access Template Management
   • Go to Settings > Teams and navigate to Company Types.
   • On the right, choose an existing template or create a new one.
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2. Map Data Points
   • Choose Import from Wealthbox to view a list of available fields.
   • 
   • Select the Wealthbox fields you want to map to Bloks data points.
3. Mapping Long-Form Fields
   • Below the data point mapping, you can also map longer-form text fields such as "Customer Overview" or other contextual insights.
4. Push to Wealthbox
   • From any Company Page in Bloks (via a calendar brief or search), click the Wealthbox icon (highlighted below) to initiate a data update.
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   • A preview will appear showing fields that are ready to be updated.
   • Select Push to Wealthbox to finalize the update.