If you're in sales, you know that wrangling calendars and keeping track of meetings can get out of hand fast. Double-bookings, forgotten follow-ups, and endless back-and-forth emails—nobody’s got time for that. If you’re looking for a way to actually simplify scheduling and tracking your customer meetings, this guide is for you.
We're diving into how to use Zeliq to schedule sales meetings and keep everything in sync with your calendar. Whether you're already drowning in SaaS tools or just want a way to stop dropping the ball, you’ll find something useful here (and a few warnings about what to ignore).
Why bother syncing sales meetings at all?
Let’s get this out of the way: you don’t have to use another tool for scheduling. You can keep bashing out calendar invites and logging things in your CRM by hand. But if you’re tired of:
- Forgetting who you’re supposed to follow up with
- Scrambling to find meeting links
- Playing email tag to confirm times
- Losing track of which meeting is with which deal
...then automating this stuff is worth a look. When it works, calendar integration saves you hours and headaches. When it doesn’t, it’s just another notification you ignore. So, let’s see if Zeliq actually helps.
Step 1: Connecting Zeliq to your calendar
Before you do anything else, you need to get Zeliq talking to your calendar. This is where a lot of integrations fall down, so pay attention.
Supported calendars:
Zeliq connects to Google Calendar and Outlook/Office 365. If you’re on something more obscure (iCloud, Fastmail, etc.), you’re out of luck for now.
How to connect:
- Log in to Zeliq.
- Find the “Settings” or “Integrations” section. (Don’t overthink this—if you can’t find it, search for “calendar” in their help docs.)
- Click “Connect Calendar” and choose your provider (Google or Microsoft).
- Approve the permissions Zeliq asks for. It needs access to read and write events—if that worries you, stop here.
- Wait for confirmation that it’s connected. Open your calendar and make sure you see a new “Zeliq” calendar, or similar.
Pro tip:
If you manage multiple calendars (work and personal), double-check which one Zeliq is using. You don’t want to send clients invites meant for your kid’s soccer practice.
What could go wrong:
- Permissions issues: If your company locks down Google/Microsoft permissions, you might need IT to approve the connection.
- Sync delays: Sometimes meetings take a few minutes to show up. Don’t panic if they don’t appear instantly.
Step 2: Setting up your availability and booking links
Now the fun part—letting prospects book time with you without the endless email ping-pong.
How Zeliq handles scheduling:
Zeliq lets you set your working hours, buffer times, and meeting durations. You can then share a personalized booking link with clients or prospects. It’s similar to tools like Calendly, but (theoretically) tied right into your sales workflow.
Getting started:
- Go to the “Meetings” or “Scheduling” tab in Zeliq.
- Define your available days and hours (e.g., Mon–Fri, 9am–4pm).
- Set meeting types (15, 30, 60 minutes) and any buffer time you want between calls.
- Copy your booking link.
Share your link:
- Drop it in your email signature.
- Send it to prospects after a call.
- Embed it on your LinkedIn profile if you’re brave.
Pro tip:
Be realistic about your availability. If you open up your whole calendar, you’ll get random bookings at bad times. Block out time for actual work.
What works:
- No more “Does this time work for you?” emails.
- Prospects see your real availability—no double-bookings.
What to watch for:
- Some people hate booking links and will ignore them. Be ready to offer times manually if needed.
- If you have lots of meeting types, keep them simple. Too many options = confusion.
Step 3: Sending invites and tracking meetings
You’ve got your calendar integrated and your link set up. Here’s what actually happens when someone books a meeting through Zeliq.
When a meeting is booked:
- Both you and the prospect get a calendar invite (with a videoconference link, if you set it up).
- The meeting appears in Zeliq, tied to the contact or deal record.
- You’ll get reminders through Zeliq and your calendar, so you’re less likely to forget.
Tracking meetings in Zeliq:
- See all upcoming and past meetings in a dashboard.
- Filter meetings by contact, company, or deal.
- Mark meetings as “completed” or “no-show” right in Zeliq (helpful for pipeline tracking).
What works:
- Having meetings tied directly to deals helps you remember why you’re talking to someone in the first place.
- Quick access to meeting history during calls (no more scrambling through emails).
What to ignore:
- Fancy dashboards with graphs you’ll never look at.
- “Engagement scores” or other black-box metrics. Focus on real meetings and follow-ups.
Step 4: Automating follow-ups and notes
Here’s where a lot of sales tools get overcomplicated, but Zeliq actually keeps it manageable.
After a meeting:
- Zeliq prompts you to log notes and next steps. Don’t skip this—it’s the only way to remember what you promised.
- You can set up automated follow-up emails. Just be careful: automated messages can sound, well, automated.
Best practices:
- Use a template for follow-ups, but always personalize at least one sentence.
- If you use Zeliq’s note-taking or voice transcription features, check the output before you rely on it. AI summaries are hit-or-miss.
Pro tip:
Don’t trust any tool to remember everything for you. Use Zeliq to log the basics, but keep your own offline notes for critical deals.
Step 5: Syncing with your CRM (if you have one)
If you’re already using a CRM (Salesforce, HubSpot, Pipedrive, etc.), you’ll want Zeliq to play nice with it. Otherwise, you’re just creating another silo.
What Zeliq offers:
- Native integrations with some CRMs. Check the list—if yours isn’t there, you may be stuck with CSV exports or Zapier hacks.
- Meetings booked via Zeliq can be pushed to your CRM as activities, notes, or tasks.
How to set it up:
- Go to Zeliq’s integrations page.
- Connect your CRM account and choose what data you want to sync (contacts, meetings, notes).
- Test it—book a meeting and make sure it shows up in your CRM.
Watch out for:
- Duplicates: If you sync contacts from both tools, you might end up with messy records.
- Field mismatches: Some info might not map cleanly between Zeliq and your CRM.
If Zeliq doesn’t integrate with your CRM, decide which tool will be your “source of truth” and stick with it. No sense in updating everything twice.
What Zeliq does well (and where it still needs work)
The good:
- Actually saves time once set up.
- Stops meetings from falling through the cracks.
- Decent calendar sync (if you’re on Google or Microsoft).
- Keeps your meeting data tied to deals and contacts.
The not-so-great:
- Integrations with other tools can be hit-or-miss.
- Some features feel half-baked (AI summaries, engagement scores).
- More notifications than you probably want—turn off what you don’t need.
Should you use it?
If you’re already using Zeliq for other sales tasks, adding meeting scheduling makes sense. If you’re just looking for a booking tool, you might be better off with something dead-simple like Calendly—unless you really want everything in one place.
Keeping it simple: iterate as you go
Don’t try to automate everything on day one. Start with just syncing your calendar and using booking links. When that works, add note-taking or CRM sync. If a feature is more trouble than it’s worth, ignore it.
Focus on what actually helps you book more meetings and close deals—and skip the rest. Most of us don’t need another complicated dashboard, just fewer scheduling headaches. If Zeliq helps with that, great. If not, move on. Your calendar (and your sanity) will thank you.