Integrate Salesforce with Zocks

Eliminate manual CRM data entry - and get 10 + hours back every week

After every client conversation, Zocks automatically captures structured notes, creates tasks, and updates Salesforce — so your CRM stays current without extra work.

Book a demo See how it works

Trusted by thousands of advisors & firms of every size

Stop spending hours updating Salesforce after every meeting

You just finished a client meeting.

Now comes the part advisors dread: typing notes into Salesforce, creating follow-up tasks, and updating client records from memory.

That manual work adds up fast — 10–15 hours every week spent on CRM admin instead of clients or growth.

And when it gets skipped?

CRMs fall out of date. Follow-ups get missed. Teams lose visibility. Compliance risk rises.

Zocks removes the manual bottleneck between client conversations and Salesforce — keeping your CRM accurate, your team aligned, and your time where it belongs.

Boost your efficiency with Salesforce and Zocks

Prepare for client meetings in seconds

Zocks automates meeting preparation by generating proposed agendas, client summaries, conversational prompts, outstanding action items, and pre-meeting e-mail drafts—using client data, emails, texts saved in Salesforce, and notes from previous meetings.

Proposed meeting agenda with items about financial support and condo sales

Save meeting results to Salesforce with a click

Zocks captures best-in-class, accurate, and compliant meeting notes and turns them into structured data —without recording.

‍

Easily edit, then export complete or customized meeting summaries and save notes and events directly to a contact or account in Salesforce.

Update client records automatically

Auto-sync client data or update any standard and custom objects or fields on the contact record in Salesforce from data captured from conversations, your mailbox, and calendar— keeping client profiles up-to-date and compliant.

Create follow-up tasks in Salesforce

Zocks automatically generates action items from meeting notes and client emails, assigning tasks,due dates, and priorities to team members in Salesforce with one click.

Tasks

Sync contacts with custom visibility

Automatically synchronize contacts based on status, type, and tags with customized visibility—ensuring accurate CRM records, privacy, and compliance.

Contact sync settings with filter options and automatic synchronization toggle

Calendar sync

Synchronize calendar events based on custom event types, ensuring seamless scheduling and a clear overview of upcoming meetings and tasks.

Pull custom information and gain deeper insights

Ask anything about your client and get the information you need in seconds. Zocks' AI Assistant pulls and enriches data from your CRM, past meetings, emails, calendar, and wealth tech, giving you historical intelligence and deeper insights beyond the scope of your CRM.

Zocks AI chat interface discussing tax strategy and real estate investment

Extensible custom object mapping

With smart defaults for Salesforce and ‘Salesforce Overlay’ solutions, Zocks allows for highly customized integrations.

‍

The extensible ‘Elastic Integration Layer’ allows for even more complex setups and use cases, flexibility, and ease in custom mappings.

CRM mapping settings for exporting meeting saves to Note and Contact

Client Signals synced directly to Salesforce

Client Signals — key life and business events captured from meetings — are automatically saved to Salesforce, triggering workflows and keeping records up to date without manual input. You control where each signal is saved and how it connects to your workflows.