Teli AI is an AI-powered sales engagement platform that automates calling and SMS campaigns. By integrating Zeeg with Teli AI through Zapier, you can automatically add scheduled meeting participants to calling campaigns, qualify leads through SMS conversations, and trigger follow-up workflows based on your Zeeg appointments. This integration eliminates manual data entry and ensures every scheduled appointment flows seamlessly into your sales engagement process.
The Teli AI integration is available with the Professional subscription and higher and requires an active Zapier account. Teli AI and Zapier have separate pricing plans that apply in addition to your Zeeg subscription.
How the Teli AI integration works
When someone schedules or cancels a Zeeg appointment, Zapier can trigger automated actions in Teli AI based on the event.
Available Zeeg triggers for Teli AI:
Appointment scheduled: Triggered when a participant schedules an appointment
Appointment cancelled: Triggered when a participant cancels an appointment
Available Teli AI actions you can automate:
Add lead to campaign: Automatically add scheduled meeting participants to active Teli AI calling campaigns
Upload lead to lead group: Organize leads into specific groups in your Teli AI account for targeted outreach
Qualified SMS contact: Trigger SMS workflows when appointments are scheduled or qualified
Common use cases
Automatically add scheduled leads to calling campaigns
When a prospect schedules a discovery call through Zeeg, automatically add them to a pre-call qualification campaign in Teli AI that runs before the scheduled meeting.
Example workflow:
Prospect books a demo through your Zeeg scheduling page
Zapier detects the "Appointment scheduled" trigger
Contact is automatically added to your "Pre-Demo Qualification" campaign in Teli AI
Teli AI calls the prospect 24 hours before the meeting to confirm attendance
Trigger follow-up campaigns after cancelled appointments
When someone cancels a meeting, automatically add them to a re-engagement campaign to reschedule.
Example workflow:
Scheduled meeting is cancelled
Zapier detects the "Appointment cancelled" trigger
Contact is added to a "Reschedule Campaign" in Teli AI
Teli AI initiates SMS or call sequences to re-engage and reschedule
Organize leads into targeted groups
Segment your scheduled appointments into different lead groups based on the scheduling page they booked through.
Example workflow:
Lead schedules through your "Enterprise Demo" scheduling page
Zapier adds them to the "Enterprise Prospects" lead group in Teli AI
Different lead groups receive customized calling scripts and follow-up sequences
How to integrate Zeeg with Teli AI
Prerequisites
Before you begin, make sure you have:
An active Zeeg account with a Business subscription
A Teli AI account
A Zapier account (free or paid)
Step 1: Schedule a test appointment
Navigate to your Zeeg Dashboard
Find a scheduling page you want to test the integration with
Click on the scheduling page slug to open it
Fill out the participant details as if you were a prospect
Click Schedule appointment
This test appointment provides Zapier with sample participant data to ensure your integration setup works correctly.
Step 2: Copy your Zeeg API key
In your Zeeg Dashboard, navigate to your name in the top left and click Integrations
Find and select Zapier
Locate your Unique API Key
Click Copy API Key to copy your API key to your clipboard
Important: Keep your API key secure. This key allows Zapier to access your Zeeg data.
Step 3: Create your Zap in Zapier
Log into your Zapier account at zapier.com
Click Create (or the "+" button) and choose “Zaps”
Name your Zap (e.g., "Zeeg to Teli AI - Add to Campaign") and describe your workflow
Step 4: Set up the Zeeg trigger
In the Trigger section, search for and select Zeeg
Choose your trigger event:
Event scheduled - for new bookings
Event cancelled - for cancelled meetings
Click Sign in to Zeeg
When prompted, paste your unique API key from Step 2
Click Continue
Step 5: Test the Zeeg trigger
Zapier will prompt you to Test trigger
Click Test trigger
Select the test appointment data from Step 1
Review the participant information that Zapier retrieves:
Name
Email address
Phone number
Appointment details
Click Continue with selected records
Zapier retrieves data from your most recent non-cancelled appointment when using the "Appointment scheduled" trigger.
Step 6: Set up the Teli AI action
In the Action section, search for and select Teli AI
Choose your desired Action event:
Add Lead to Campaign - to add contacts to active campaigns
Upload Lead to Lead Group - to organize leads into groups
Sign in to your Teli AI account when prompted
Authorize Zapier to connect with Teli AI
Step 7: Map your Zeeg data to Teli AI fields
Zapier will display fields from Teli AI that you need to fill
Map Zeeg appointment data to Teli AI fields:
Name: Select "Invitee Name" from Zeeg data
Email: Select "Invitee Email" from Zeeg data
Phone: Select "Invitee Phone" from Zeeg data
Campaign/Group: Choose your target campaign or lead group in Teli AI
Configure any additional custom fields as needed
Click Continue
Step 8: Test your Zap
Click Test action to verify the integration works
Zapier will send your test appointment data to Teli AI
Check that the test lead appears correctly in your selected Teli AI campaign or lead group
If the test is successful, you'll see a confirmation message
If there are errors, review your field mappings and try again
Step 9: Activate your Zap
Once testing is complete, click Publish or toggle the Zap On
Your integration is now live
New Zeeg appointments will automatically trigger your Teli AI workflows
Remember to cancel or delete your test appointment from Step 1 after setup is complete.
Managing your Teli AI integration
Monitoring your Zaps
In Zapier, navigate to Zap History on the left sidebar to view all triggered actions
Review successful runs and any errors
Click on individual Zap runs to see detailed logs
Set up email notifications in Zapier to alert you of failures
Pausing or editing your Zap
If you need to temporarily disable or modify your integration:
Go to your Zapier dashboard
Find your Zeeg to Teli AI Zap
Click the toggle switch to turn it Off (pause)
Or click Edit to modify trigger conditions or action settings
Remember to turn your Zap back On after making changes
Creating multiple Zaps for different scenarios
You can create multiple Zaps for different scheduling pages or workflows:
Enterprise demos → Add to "Enterprise Campaign"
SMB consultations → Add to "SMB Campaign"
Cancelled appointments → Add to "Re-engagement Campaign"
Each Zap operates independently, allowing you to customize your sales engagement process per appointment type.
Zeeg accounts with an organization
Important: If you have a Zeeg organization, Zapier behavior depends on your role and which API key you use.
Zaps are triggered for:
Owner or Administrator: All scheduled appointments in your entire organization
User: Only appointments scheduled for that specific user
Recommendation: Do not connect with an Owner or Administrator API key if you don't want Zaps triggered for all events in your Zeeg organization. Instead, have individual users connect their own API keys for user-specific automations.
Troubleshooting
My Zap isn't triggering
Possible solutions:
Verify your Zap is turned On in Zapier
Check that your Zeeg API key is correctly entered
Ensure you're testing with new appointments created after the Zap was activated
Review Zapier's task history for error messages
Confirm your Zapier plan has available tasks remaining
Leads aren't appearing in Teli AI
Possible solutions:
Verify you're logged into the correct Teli AI account
Check that the selected campaign or lead group exists and is active
Ensure required fields (name, email, phone) have data from Zeeg
Review field mappings in your Zap configuration
Check Teli AI for duplicate contact rules that might be blocking imports
Phone numbers aren't formatted correctly
Solution: Teli AI requires phone numbers in a specific format. In your Zap, add a Formatter by Zapier step between Zeeg and Teli AI to format phone numbers consistently:
Add a Formatter step after the Zeeg trigger
Choose Numbers as the formatter type
Select Format Phone Number
Map the Zeeg phone number field
Then use the formatted number in your Teli AI action
Duplicate leads are being created
Solution: Teli AI may create duplicate entries if contacts reschedule or book multiple appointments:
Configure Teli AI's duplicate detection settings
Use Zapier's Filter feature to only trigger for first-time bookers
Add a Formatter by Zapier step to check for existing leads before adding
Frequently Asked Questions
Can I use this integration without a Business subscription?
No, the Zapier integration requires a Zeeg Business subscription or higher.
Does this work with group appointments or round-robin scheduling?
Yes, the integration works with all Zeeg scheduling page types. When a participant books a group appointment or a round-robin event, their information is sent to Teli AI.
Can I send different leads to different Teli AI campaigns?
Yes, create separate Zaps for each scenario:
Zap 1: Enterprise Demo scheduling page → Enterprise Campaign
Zap 2: Standard Demo scheduling page → Standard Campaign
Zap 3: Cancelled appointments → Re-engagement Campaign
What happens if someone reschedules an appointment?
A rescheduled appointment counts as a cancellation followed by a new booking. If you have Zaps for both "Appointment scheduled" and "Appointment cancelled," both will trigger. Consider using Zapier Filters to manage this behavior.
Are there any limits on the number of Zaps I can create?
Zapier limits depend on your Zapier plan, not your Zeeg subscription. Check Zapier's pricing for details on Zap limits.
Can I track when Teli AI successfully contacts a lead?
Teli AI's Zapier triggers include "Completed Call Data" and "Qualified SMS Contact" which you can use to send information back to Zeeg CRM or other apps when calls are completed or SMS conversations are qualified.