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Bloks

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App

Bloks

Relationship Intelligence is Power.

Built by
Bloks, Inc.
Installs
20+ installs
Rating

5(1)

Sign in to installRequires Bloks subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Bloks Subscription
Bloks Premium plan

Overview

Bloks is the Relationship Intelligence platform purpose-built to help get more out of every interaction and build long term relationships.


By automatically capturing and structuring insights from meetings, emails, and documents, Bloks eliminates manual note-taking and ensures your HubSpot records stay complete, up-to-date, and actionable—without adding to your workflow.


Bloks solves the problem of lost context and scattered information by transforming every interaction into structured data—like follow-ups, updates, and contact notes—that can be pushed directly into HubSpot. This makes it easier to stay aligned as a team, track engagement history, and move forward faster, all while maintaining compliance and reducing administrative work.


Whether you're nurturing leads, managing clients, or closing deals, Bloks ensures that the information you need is always at your fingertips—and that HubSpot reflects the full story behind every relationship.

Features

Smart Capture

Capture meetings your way–Zoom, Teams, Meet or in-person–with zero bots and zero friction. Bloks is always in your control. Your notes, screenshots, and important highlights merge automatically into sharp, accurate summaries that flow straight into HubSpot.

Client and Company Briefs

Prep in minutes: Bloks assembles a one-pager with last actions, open deliverables, org roles, and stakeholder bios, so you join every call fully informed and ready to advance the engagement.

‍Summaries Your Way

Spin meeting notes into polished recap emails, task lists, or documents seconds after the call. Owners, deadlines, and next steps hit inboxes fast—keeping momentum high and deliverables on schedule. All pushed to HubSpot with the press of a button.

‍One-Click Insghts Sync

ARR, opportunity size, margins, and next steps flow straight into HubSpot. No dual entry, no stale fields, no “who owns this deal?” confusion. The insights you care about, distilled and pushed to HubSpot.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Organizations

Companies

Companies

People

Contacts

Contacts

User

Users

Users

Reviews

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5/5
    Aug 10, 2025

Invaluable relationship tool that automatically captures every client interaction and provides deep insights into connections

Bloks is our relationship tool and proving invaluable in not only capturing all client interactions but also giving us the ability to really dig into our relationships

What do you like?

Records every meeting regardless of platform without having to do anything Combines with email so you have an almost complete view of your relationships Customisable output to highlight the most important aspects

What do you dislike?

HubSpot integration is new and growing all the time

  • Wetmore, T.


Bloks Premium

Starts at

$828

/year

For those who need distilled relationship insights from multiple sources + the ability to push to HubSpot.

  • Unlimited pre meeting Briefs

  • Unlimited meeting summaries

  • Unlimited AskBloks

  • Detailed company templates & data extraction

  • Document analysis and custom insights

  • Export company data to HubSpot

Bloks Premium

Starts at

$828

/year

For those who need distilled relationship insights from multiple sources + the ability to push to HubSpot.

  • Unlimited pre meeting Briefs

  • Unlimited meeting summaries

  • Unlimited AskBloks

  • Detailed company templates & data extraction

  • Document analysis and custom insights

  • Export company data to HubSpot

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 07/18/2025

More info

Built by
Bloks, Inc.
Installs
20+ installs
Categories
Languages this app is available in
English and French

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