Integrations
Seamless integrations for a smarter workflow
Connect Zocks with your favorite tools, from CRMs to meeting platforms, ensuring a smooth, automated workflow that keeps everything in sync.
Leading financial advisors, firms, and enterprises choose Zocks AI Meeting Assistant for unrivaled note-taking accuracy, client insights, customization and compliance
The Zocks Platform and APIs seamlessly integrate with your tech stack
Wealthbox
Keep client records updated effortlessly with seamless note syncing and task automation.
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Salesforce
Automate workflows, sync meeting insights, and enhance client engagement with two-way data sync from Salesforce.
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Redtail
Capture detailed notes and action items directly into Redtail for streamlined client management.
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Practifi
Power your advisory workflows with intelligent note-taking and real-time data syncing.
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XLR8
Ensure accurate, up-to-date client records with automated meeting summaries and follow-ups.
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Zoho
Simplify client interactions by syncing meeting notes and tasks directly into Zoho CRM.
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Hubspot
Automate your workflows and client data management with Zocks' Hubspot integration.
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Smartoffice
Keep your team in sync and stay compliant with auto-synced notes, field-level client data, and intelligent task delegation.
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Microsoft Dynamics 365
Auto-syncs meeting notes, client data, and tasks while pulling relevant information from your CRM.
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Zoom
Seamlessly connect with clients through high-quality video calls and let your AI assistant handle scheduling and summaries.
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Microsoft Teams
Integrated directly with Teams to support efficient collaboration and smart meeting insights—all in one workspace.
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Google Meet
Easily sync with your calendar and meetings while your AI assistant handles notes and action items in real time.
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Ring central
Manage video calls and phone meetings with built-in AI support for summaries, transcripts, and follow-ups.
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Goto Connect
Bring together video and voice with smart assistance—automate scheduling, join calls, and capture key points with ease.
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Zoom Phone
Enable AI-powered call handling and smart summaries directly through your Zoom Phone conversations—perfect for busy client calls.
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Teams Phone
Integrate AI assistance into Teams calls to automatically capture insights, action items, and key moments during every conversation.
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Intulse
Zocks provides full 360-degree coverage for phone meetings and easy configuration for phone group calls.
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Mobile
Support mobile conversations with AI that joins, records, and summarises calls—keeping your meetings productive anywhere you go.
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Landline
Bring AI capabilities to your traditional landline, with hands-free call logging, notes, and summary generation built in.
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Shared Landline
Ideal for team-based or shared setups—AI listens, extracts highlights, and delivers summaries accessible to the entire team.
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Microsoft Outlook
Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.
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Gmail
Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.
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Outlook Calendar
Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.
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Google Calendar
Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.
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CRM-based calendar
Keep all your client meetings in one place with direct integration into your CRM’s calendar, ensuring accurate scheduling and streamlined workflows.
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Get the only AI assistant integrated with eMoney. Automatically fill out the Fact Finder, update a client’s financial plan, reply to client emails & more.