Zeeg connects your scheduling directly to your CRM database. When someone books a meeting with you, their information is automatically captured and organized.
Automatic data capture
When a customer books a meeting through Zeeg, their information is instantly stored in your CRM:
Name and email address
Phone number
Company affiliation (detected from email domain)
Interaction timestamp
Company detection
Zeeg identifies which company a contact belongs to by analyzing their email domain. When multiple people from anna@company.com and john@company.com book meetings, they're automatically grouped under the same company record.
Interaction tracking
Every touchpoint is logged automatically in Zeeg:
Meeting bookings and completions
Form submissions
Rescheduled appointments
All communication history
Workflow triggers
Based on customer actions, Zeeg's automated workflows can:
Send follow-up emails after meetings
Assign leads to team members
Schedule reminders
Update contact records
What Zeeg automation replaces
Zeeg CRM automation eliminates these manual tasks:
Copying information from emails or calendars into your CRM
Updating last interaction dates
Researching and adding company details
Checking for duplicate contacts
Setting follow-up reminders
Manually assigning leads to team members
Example: Meeting scheduling with Zeeg
Without automation: Someone books a meeting → You manually create their contact → You Google their company → You add details to CRM → You set a follow-up reminder
Time: 25-30 minutes
With Zeeg automation: Someone books a meeting → Contact created, company detected, follow-up scheduled automatically
Time: 0 minutes
Key benefits of Zeeg CRM automation
Save time - Eliminate 20-40% of manual work
Data accuracy - No human errors or missing information
Complete visibility - Every interaction is tracked automatically
Faster responses - Instant confirmations and follow-ups
Scalability - Handles 10 or 10,000 contacts effortlessly
Getting started with Zeeg automation
Connect your calendar - Integrate your Google Calendar, Outlook, or Apple calendar
Create scheduling pages - Set up your meeting types and availability
Share your link - Send your Zeeg scheduling link to prospects
Let automation work - Zeeg builds your CRM automatically from every booking
All contacts, companies, and interactions are captured without any manual data entry, keeping your CRM complete and up-to-date from day one.