Bloks

Bringing relationship management data into one intelligent workspace

Overview of Bloks Integrations

Setting Up the Salesforce Integration in Bloks

Bloks + Salesforce

Setting Up the Wealthbox Integration in Bloks

Bloks + Wealthbox

Setting Up the Affinity Integration in Bloks

Bloks + Affinity

Making the tools you already use better with Bloks.

Integrations

Setting Up the Equisoft Integration in Bloks

Bloks + Equisoft (EN)

Configuration de l’intégration Equisoft dans Bloks

Bloks + Equisoft (FR)

Integration Guides / Guides d’intégration

Bloks + Equisoft

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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