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ZELIQ User Guide

Discover the main features of ZELIQ

Updated this week

Welcome to Your Guide Success ๐Ÿ‘‹

I'm Camille, CSM at ZELIQ, and I'm excited to guide you through ZELIQ. This guide is all about showing you how ZELIQ to achieve your goals, improve efficiency, and maximize the value you get from our platform. ๐Ÿš€

Hereโ€™s whatโ€™s on the menu to get started like a pro:

๐Ÿ” Add your leads โ€“ from our database, LinkedIn, a CSV file, or your CRM. Easy.

โœจ Enrich your data โ€“ emails, phone numbers, key info: we handle it all for you.

๐Ÿ‘Œ Organize your prospecting space โ€“ work smarter with clean, structured lists.

๐Ÿ“ฉ Connect your email โ€“ and launch your first sequences in just a few clicks.

๐Ÿง  Enrich your prospectโ€™s personality with AI โ€“ and tailor your messages to each profile.

โšก Take action โ€“ with task management and lead scoring to focus on what really matters.

Add leads

Via ZELIQ Search

  • Click on ๐Ÿ”Ž in the ZELIQ menu

  • Choose your filters

  • Add leads to your leads list!

N.B: You can click on "Save search" to keep a history of your searches in the "Saved Searches" tab.

๐Ÿฅ‡ Become the best to Search for leads thanks to this article or by reaching out to me through the chat!

Via LinkedIn extension

  • Download LinkedIn Extension here!

  • From LinkedIn, Search for Leads, add them to your pipeline in ZELIQ and enrich their data in one click!

Via CSV import

  • Read all about importing contacts via CSV in our article!

Via CRM

  • Read all about importing contacts from your CRM in our article!

Enrich your data

๐Ÿซ‚ No credits will be deducted if we don't provide you with the data!

"Add Leads and Enrich."

As easy as it sounds we provide you with accurate data to gain time on your prospecting tasks.

With 80% verified email and 40% phone number success rate, our enrichment tool is THE BEST one in the market.

Not finding the data on your first request? Don't worry!

We use a waterfall workflow from several providers like Datagma, Prospeo, and 11 others, giving you the most updated contact information. You'll be notified directly on your ZELIQ's workspace once the data is available!

๐Ÿ’ก Tired of multi-clicking to enrich leads 100 by 100? Let us introduce the "Enrichment Hub" ๐Ÿ˜

Import and enrich CSV Files up to 50K leads. ๐Ÿš€

Organize your prospecting space

To help you work more efficiently, ZELIQ doesnโ€™t use static lists โ€” it uses dynamic views based on attributes like status, location, or labels.

For a lead to appear in a view, its attributes must match the filters you set when creating it.

In this video, Iโ€™ll show you how to create views based on status.
But you can filter by any available attribute or label.

Simple. Fast. Effective.

๐Ÿ’ฅ Access the full article here!

๐Ÿ“ฉ Complete the deliverability checklist and launch your first sequence

Did we mention ZELIQ helps you handle your entire sales workflow?
Now itโ€™s time to take the next step โ€” start reaching out.

Once your email account is connected in your settings and your domain is properly set up, youโ€™re ready to send automated sequences to your prospects.

Letโ€™s go from planning to action โ€” fast.

AI Personality Generator

As you know, finding the right words to address your prospects is crucial. ๐Ÿ˜Ž

Try ZELIQ AI Personality Insights!

Go beyond basic information and tailor your communication style to your leads'. It will help create meaningful conversations and make the best first impressions! ๐Ÿ’ฅ

๐Ÿ’ฅ Prioritize With Task Management & Lead Scoring

Prioritizing your actions is a challenging task.๐Ÿซฃ It's all about TIMING.

Some of the most powerful features ZELIQ provides are lead scoring and automated task management.

๐ŸคŒ To keep it simple:

  • Organize your tab by priority to maximize your efficiency;

  • Access all your tasks, snooze if needed, schedule follow-up calls or emails, and flag it as done with comments.

๐Ÿ™ What's even better?

Everything is automatically synchronized in your CRM.

๐Ÿ‘ฉ๐Ÿผโ€๐Ÿ’ป For further information, please do not hesitate to contact us:


Master the Sales Game by checking our ZELIQ Academy on our Website or through our YouTube Channel ๐Ÿš€

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