Link Zeliq to your CRM

How to link your CRM to Zeliq

Updated over a week ago

Hello Zeliqon 👋

Zeliq can connect to your CRM so you avoid back and forth between the two platforms.

Zeliq enriches your CRM database with precious information related to your campaigns: leads, deals, updates, and activities.

💡 In this article, we'll show you how to set up your CRM into the platform.

Depending on your provider, you'll be able to:

🚀 Create new leads in your CRM, whatever channel you used to import them to your Zeliq’s campaign: CSV, API, LinkedIn extension, manually, etc.

🔥 Add hot leads to your CRM depending on their activity with your campaign: replied, clicked, marked as Interested

🌟 Update leads in your CRM with verified information and with their latest activities in Zeliq

⚡️ Import prospects from your CRM to your campaign using your filters

✨ Let's get started!

➡️ Click on "My account", then Settings

➡️ Select “Integration”

➡️ Then connect your CRM using the “Connect” button next to your CRM.

At the moment, Zeliq is compatible with :

👉🏼 Hubspot

👉🏼 Salesforce (soon)

👉🏼 Pipedrive (soon)

⚠️ If you’re facing any issue, make sure to visit the Integration article of the tool you want to link.

💡 To know how to integrate each of them, visit the specific articles listed below :

  • Salesforce (soon)

  • Pipedrive (soon)

👎🏼 If you’re facing more issues, please get in touch with our support using the live chat.

Enjoy 💚

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