Integrations
Full wealth tech integration for smarter workflows
Connect Zocks with all your tech tools, from CRMs to your email inbox, ensuring a smooth, automated workflow that keeps everything in sync.
Trusted by thousands of advisors & firms of every size
The Zocks Platform and APIs seamlessly integrate with your tech stack
Coming Soon
Wealthbox
Keep client records updated effortlessly with seamless note syncing and task automation.
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Coming Soon
Salesforce
Automate workflows, sync meeting insights, and enhance client engagement with two-way data sync from Salesforce.
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Coming Soon
Redtail
Capture detailed notes and action items directly into Redtail for streamlined client management.
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Coming Soon
Practifi
Power your advisory workflows with intelligent note-taking and real-time data syncing.
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Coming Soon
XLR8
Ensure accurate, up-to-date client records with automated meeting summaries and follow-ups.
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Coming Soon
Zoho
Simplify client interactions by syncing meeting notes and tasks directly into Zoho CRM.
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Coming Soon
HubSpot
Automate your workflows and client data management with Zocks' Hubspot integration.
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Coming Soon
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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Coming Soon
Microsoft Dynamics 365
Auto-syncs meeting notes, client data, and tasks while pulling relevant information from your CRM.
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Coming Soon
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Advisor Engine
Automate routine advisor tasks with full CRM integration and AI-powered note-taking for improved efficiency.
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Coming Soon
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LeadCenter.ai
Automate lead follow-ups and ensure client data stays perfectly in sync across your advisory tools.
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Zoom
Capture and access meeting prep, client insights, and task management live from Zoom meetings.
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Coming Soon
Native Experience
Microsoft Teams
Integrated directly with Teams to support efficient collaboration and smart meeting insights—all in one workspace.
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Coming Soon
Native Experience
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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Coming Soon
Native Experience
Ring central
Manage video calls and phone meetings with built-in AI support for summaries, transcripts, and follow-ups.
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Coming Soon
Native Experience
Goto Connect
Bring together video and voice with smart assistance—automate scheduling, join calls, and capture key points with ease.
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Coming Soon
Native Experience
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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Coming Soon
Native Experience
Teams Phone
Integrate AI assistance into Teams calls to automatically capture insights, action items, and key moments during every conversation.
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Coming Soon
Native Experience
Intulse
Zocks provides full 360-degree coverage for phone meetings and easy configuration for phone group calls.
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Coming Soon
Native Experience
Mobile
Support mobile conversations with AI that joins, records, and summarises calls—keeping your meetings productive anywhere you go.
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Coming Soon
Native Experience
Landline
Bring AI capabilities to your traditional landline, with hands-free call logging, notes, and summary generation built in.
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Coming Soon
Native Experience
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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Coming Soon
Native Experience
Microsoft Outlook
Automate email replies, access client insights, update client records, and manage tasks directly from Outlook.
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Coming Soon
Native Experience
Gmail
Send and sync emails with a click, and update contacts and tasks from emails with Zocks' Gmail integration.
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Coming Soon
Native Experience
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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Coming Soon
Native Experience
Google Calendar
Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.
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Coming Soon
Native Experience
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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Coming Soon
Native Experience
eMoney
Get the only AI assistant integrated with eMoney. Automatically fill out Facts, update a client’s financial plan, reply to client emails & more.
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PreciseFP
Automatically fill out fact finders, account opening forms, update your financial planning tool & more.
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Orion Portfolio Solutions
Connect Orion Portfolio Manager to Zocks and turn portfolio data into powerful meeting insights.
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AI-power your tools with Zocks’native integrations
Access Zocks’ feature set built directly into your advisor tech, so you never have to switch tabs or navigate multiple systems.
Microsoft Outlook Add-In
Automate email replies, access client insights, update client records, and manage tasks directly from Outlook.
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Zoom App
Access meeting prep materials, real-time client insights, and task management live during your meeting—without ever leaving your Zoom meeting.
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