Bloks is built to seamlessly connect with the tools you already use—bringing your communication, scheduling, and relationship management data into one intelligent workspace.
Default Integrations
When you first sign in to Bloks, you’ll be prompted to authenticate using your Google or Microsoft credentials. This enables Bloks to automatically integrate with the following services:
Email (Gmail or Outlook)
Calendar (Google Calendar or Microsoft Outlook Calendar)
Contacts
These foundational integrations power Bloks’ core functionality, such as generating pre-meeting briefs, identifying key participants, and pulling in context from your inbox and past meetings.
CRM & Data Management Integrations
Beyond email and calendar, Bloks offers native integrations with popular CRM and data platforms, designed to support seamless data syncing and automation. As of today, Bloks supports:
Salesforce
HubSpot
Affinity
Wealthbox
Equisoft
You can connect these services under Settings → Integrations.
These CRM integrations allow you to:
Push meeting notes directly into the appropriate contact or company record
Map extracted data points (such as deal sizes, timelines, or contact roles) directly to structured CRM fields
Streamline updates across your workflows—no copy-pasting required
More Integrations Coming Soon
We’re actively expanding our integrations roadmap to include even more platforms commonly used in finance, sales, and professional services.
If there’s a tool you’d like Bloks to integrate with, let us know via the in-app feedback button or by emailing [email protected].