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 Wealthbox — so your CRM stays current without extra work.

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Trusted by thousands of advisors & firms of every size

Stop spending hours updating Wealthbox after every meeting

You just finished a client meeting.

Now comes the part advisors dread: typing notes into Wealthbox, 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CRMs fall out of date.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 Wealthbox— keeping your CRM accurate, your team aligned, and your time where it belongs.

Boost your efficiency with Wealthbox 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 historical client data from Wealthbox, meeting notes, and emails.

Proposed meeting agenda with items about financial support and condo sales

Sync notes and events with a click

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

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Easily export complete or customized meeting summaries and save notes and events directly to a contact or household in Wealthbox.

Update client records automatically

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

Assign follow-up tasks across your teams

Zocks automatically generates action items from meeting notes and client emails, assigning tasks,due dates, and priorities to team members in Wealthbox 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

Advanced customization and custom object mapping

With out-of-the-box smart defaults for Wealthbox users, Zocks allows for highly customized integrations.

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