Step by step guide to integrating Zeliq with your CRM for seamless data flow

If you want your sales data to stop living in silos, you’ve probably heard about integrating your CRM with tools like Zeliq. This guide is for folks who want real, working automation—not just another “integration” that’s a pain to set up and breaks at the worst moment. Whether you’re in ops, sales, or you’re the accidental admin, this is for you. No fluff, just what you actually need to know.

Why bother integrating Zeliq with your CRM?

Let’s be honest: most “integrations” promise the world but deliver a mess of duplicate contacts and mysterious sync errors. Still, when set up right, connecting Zeliq to your CRM can:

  • Cut down on manual data entry
  • Keep your sales pipeline from being a garbage fire of outdated info
  • Let your team actually trust the data they’re looking at

But only if you do it right. Here’s how.

Step 1: Check Your CRM and Zeliq Integration Options

Before you even think about clicking “Connect,” figure out what you’re working with. Not every CRM talks to Zeliq natively, and not every integration is worth the trouble.

Supported CRMs: - Zeliq offers native integrations for Salesforce, HubSpot, and Pipedrive. If you’re using something else, you’ll be relying on Zapier or custom API work. That’s not always a deal-breaker, but it’s more work.

What “integration” really means:
Some integrations only sync basic records (like contacts and deals). Others let you push custom fields or automate updates both ways. Don’t assume—check Zeliq’s documentation and your CRM’s integration settings to confirm what actually syncs.

Pro tip:
Make a list of what data you want to sync (contacts, deals, notes, custom fields, activity logs). Then see which of those are actually supported.

Step 2: Prep Your CRM and Zeliq Accounts

Integrations break when your accounts aren’t set up cleanly. Take 10 minutes now to save hours of confusion later.

  • Clean up your CRM: Merge duplicates, archive junk records, and make sure required fields are filled out. Garbage in, garbage out.
  • Set up Zeliq users: Make sure everyone who’ll use the integration has the right permissions in Zeliq.
  • Admin access: You’ll need admin rights in both tools to set up most integrations.

Don’t ignore:
If your sales team has been freelancing with custom fields or weird workflows, document those. Integrations will surface every messy workaround you’ve ever used.

Step 3: Connect Zeliq to Your CRM

Here’s where you actually bridge the gap. The process is pretty similar no matter which CRM you use, but let’s call out the gotchas.

For Native Integrations (Salesforce, HubSpot, Pipedrive)

  1. Log in to Zeliq and go to Settings > Integrations.
  2. Select your CRM and click Connect.
    • You’ll be prompted to log in to your CRM account and grant permissions. Don’t rush through—read what you’re allowing.
  3. Choose sync options:
    • Decide which objects (contacts, deals, etc.) you want to sync.
    • Pick one-way or two-way sync. Two-way sounds great, but it invites more sync errors—start with one-way if you’re new.
  4. Map fields:
    • Double-check how fields in Zeliq line up with your CRM. If your CRM uses “Lead Source” but Zeliq calls it “Origin,” map those explicitly.
  5. Test the connection:
    • Push a single contact or deal as a test. Check both systems to confirm the data shows up as expected.

If You’re Using Zapier or a Custom API

  • Set up a Zap or write the API call to create/update records.
  • Always use filters to avoid accidental mass updates. Nobody wants to overwrite their entire CRM because of a bad Zap.
  • Rate limits exist. Zapier and CRMs will throttle you if you push too much data at once.

What to watch out for: - Some CRMs (especially Salesforce) restrict what you can do via API without extra licenses. Check before you get too deep. - Zeliq’s API isn’t the most robust—don’t expect miracles. Stick to core objects and keep things simple.

Step 4: Set Up Field Mapping and Sync Rules

This is the part everyone rushes through—and then regrets later.

  • Map only what you need: The more fields you sync, the more things can break. Start with the essentials (name, email, deal stage) and add extras later if you must.
  • Handle picklists and custom fields: If you have custom dropdowns or text fields, make sure the values match in both systems or you’ll get sync errors.
  • Decide which system wins: For each field, decide if your CRM or Zeliq is the “source of truth.” Otherwise, you’ll get into endless update loops.
  • Set sync frequency: Real-time sync is tempting, but it’s also the most likely to break. Try daily or hourly to start.

Pro tip:
Document your mapping decisions somewhere obvious. You’ll thank yourself when you’re debugging sync issues six months from now.

Step 5: Test, Monitor, and Troubleshoot

Don’t trust any integration until you’ve tested it like a pessimist.

  1. Push test records: Create a few sample contacts and deals in Zeliq and see how they show up in your CRM, and vice versa.
  2. Check for duplicates: Most sync tools are terrible at deduplication. Check your CRM after syncing—if you see doubles, fix your rules before rolling out.
  3. Review error logs: Zeliq and most CRMs keep logs of failed syncs. Read them. If you see “field not found” or “permission denied,” fix it now.
  4. Get feedback from users: Your sales team will spot weird behavior before you do. Ask them what’s missing or broken.
  5. Adjust and retest: Integration is never “set it and forget it.” Expect to tweak your setup a few times.

Things that usually go wrong: - Required fields in your CRM don’t get filled from Zeliq, so records fail to sync. - Date formats or picklist values don’t match, causing silent errors. - Two-way sync creates endless update loops if you don’t set clear ownership.

Step 6: Train Your Team and Set Expectations

No integration survives contact with real users unless you explain what’s happening.

  • Write a short guide: Outline what syncs, how often, and what not to touch. Keep it simple.
  • Explain what not to do: If users update certain fields in the CRM, and those get overwritten by Zeliq, say so up front.
  • Set up a feedback channel: Give your team a way to report issues—ideally, not just a Slack DM at 11pm.

What to ignore:
Don’t get sucked into every “advanced workflow” Zeliq or your CRM offers. Start with basic sync and get it working reliably before adding automations.

Step 7: Maintain and Improve Your Integration

Integrations need maintenance. Ignore that, and you’ll wake up one day to find half your pipeline missing.

  • Schedule a quarterly review: Check your sync logs, look for new errors, and ask your users if anything’s off.
  • Stay updated: Both Zeliq and your CRM will ship updates that break things. Watch release notes, especially for API changes.
  • Iterate slowly: Add new fields or sync rules one at a time, and always test before rolling out.

Pro tip:
If you start seeing lots of sync errors, resist the urge to “just reset everything.” Take a breath, check your mappings, and fix the root cause.

Wrapping Up: Keep it Simple, Iterate, and Don’t Believe the Hype

Getting Zeliq and your CRM to play nice isn’t magic, but it also isn’t as simple as clicking “Connect” and walking away. Start with the basics, get your data flowing, and don’t try to automate everything on day one. The best integrations are the ones you barely notice—because they just work. Keep it simple, check your logs, and improve as you go. That’s how you get a data flow you can actually rely on.