Bloks integrates directly with Wealthbox, allowing you to push meeting notes and structured data into your CRM for seamless relationship management. This article walks you through how to set up the integration and where to use it within Bloks.
Integration Summary
The Bloks ↔ Wealthbox integration supports two main workflows:
Pushing meeting summaries to people or company records.
Updating structured data fields (generated by the Bloks knowledge base) for company and people records in Wealthbox.
This ensures your CRM stays updated with both qualitative insights and structured client information — all generated for you from within your Bloks workspace.
Enabling the Wealthbox integration
Open Settings
Locate your avatar (or initials) in the lower-left corner of the Bloks app.
Select it to enter the Settings menu.
Navigate to Integrations
Within the Settings panel, click on the Integrations menu item.
Locate Wealthbox in the list.
Select Add Wealthbox.
Authenticate Your Account
Your default browser will open and a prompt will appear asking you to sign in with your Wealthbox credentials (if you're not already signed in).
Once authenticated, Bloks will be connected and ready to push data.
Return to the Bloks app when prompted.
Pushing Meeting Summaries to Wealthbox
Now that you have integrated, you can easily push meeting summaries directly from Bloks to Wealthbox.
Access a Meeting Summary
Navigate to any past meeting in the Bloks Calendar View that has a meeting summary.
Select the meeting to open the Summary.
Open the Sharing Panel
On the right-hand side, expand the sharing panel.
Select the Export to Wealthbox option.
Match to a Person or Company
If Bloks detects a match, it will be displayed automatically.
Otherwise, you can manually search for a person or company.
Select Export Note to push to the selected record.
If the contact does not exist, Bloks will create the record in Wealthbox and add the note.
Push to Wealthbox Confirmation
Once pushed to Wealthbox, an icon will appear on the calendar entry (or ad hoc note) in Bloks, indicating successful push.
Updating Structured Data in Wealthbox
The integration also allows structured data automatically gathered in Bloks templates to be pushed into Wealthbox.
Access Template Management
Go to Settings > Teams and navigate to Company Types.
On the right, choose an existing template or create a new one.
Map Data Points
Choose Import from Wealthbox to view a list of available fields.
Select the Wealthbox fields you want to map to Bloks data points.
Mapping Long-Form Fields
Below the data point mapping, you can also map longer-form text fields such as "Customer Overview" or other contextual insights.
Push to Wealthbox
From any Company Page in Bloks (via a calendar brief or search), click the Wealthbox icon (highlighted below) to initiate a data update.
A preview will appear showing fields that are ready to be updated.
Select Push to Wealthbox to finalize the update.
Conclusion
By connecting Bloks with Wealthbox, you streamline your workflow, eliminate manual data entry, and ensure your CRM reflects the most current and meaningful information from your client interactions. Whether you're capturing meeting insights or maintaining structured records, this integration keeps your relationship data organized, actionable, and always up to date.