Zeeg for Sales Teams

When a prospect books a meeting through Zeeg, their contact record is created automatically — name, email, phone number, and company (detected from their email domain). If multiple people from the same domain book meetings, they are grouped under the same company record.

This eliminates the manual work of copying contact information from emails or calendar invites into your CRM after every call.

Routing Forms let you collect qualifying information from prospects before they book — company size, use case, budget, or any other criteria — and automatically direct them to the right rep or team based on their answers.

This eliminates manual handoffs and ensures your highest-priority leads reach the right person without delay.

Example: When a prospect selects "Enterprise" as their company size, they are routed directly to your enterprise sales rep. When they select "Small business," they go to your SMB team.

Round-Robin automatically assigns incoming bookings across your team based on availability and the rules you configure — either evenly to balance workload, or based on priority order. It checks each rep's connected calendar before assigning, so prospects always land with someone who is actually available. Round-Robin scales to 200+ users without manual management.

Example: Your team of five SDRs shares a single inbound booking link. Zeeg distributes each new booking to the next available rep in rotation, keeping workload balanced without any manual assignment.

Use Custom Objects to build a Deals pipeline tailored to your sales process. Define your own fields — deal value, stage, expected close date, assigned rep, competitor — and link each deal to the contacts and companies already in your CRM.

Every interaction is traced from the first booking through to close, giving you a complete picture of each opportunity without switching between tools.

Example: When a prospect books a demo, a Deal record is created automatically with their contact linked, the stage set to "Demo Scheduled," and the assigned rep populated from the Round-Robin assignment.

When a demo or discovery call involves multiple people — a sales engineer, a manager, or a solutions consultant — use Collective event types to find a time that works for everyone automatically. Zeeg checks all participants' calendars and only shows slots where the full group is available.

Example: A solutions consultant needs to join all enterprise demos alongside the AE. By setting up a Collective event, prospects only see times when both are free — no internal coordination needed.

For outbound outreach where you want to give a specific prospect access to your calendar without making your main scheduling link public, generate a single-use link. The link expires after one meeting is booked, preventing repeat bookings and keeping your primary scheduling URL private.

Example: You include a single-use link in a cold outreach sequence. Once the prospect books, the link becomes inactive — they cannot use it again, and your main booking page remains protected.

Automated email confirmations are sent to both you and the prospect immediately after booking. Additional reminders can be configured to keep the meeting top of mind and reduce the chance of a no-show.

The AI Phone Bot automatically picks up incoming calls and handles the full appointment booking process. When a prospect calls and wants to schedule a meeting, the AI checks your availability in real-time and books the meeting without any human intervention — including sending confirmation emails to both parties.

Connect Zeeg to 5,000+ apps through Zapier to extend your sales workflows — automatically create records in your CRM, send Slack notifications when a demo is booked, or add contacts to email sequences when a meeting is cancelled.

​Example: When a prospect books a demo through Zeeg, a Zapier automation adds them to your outreach sequence in your email tool and creates a task in your project management app.

Yes. Round-Robin and Collective event types allow multiple team members to share a single scheduling link. Zeeg distributes bookings automatically based on availability and the rules you configure.

Yes. Every time someone books a meeting, Zeeg creates or updates a contact record with their name, email, phone number, and company — detected from their email domain. No manual entry is needed.

Yes. You can create a custom Deals object with fields for deal value, stage, expected close date, and assigned rep. Custom Objects are available on Business, Scale, and Enterprise plans.

Their form answers are captured and stored in Zeeg CRM alongside their contact record. You can use these answers to trigger automations, assign leads, or filter contacts by qualification criteria.

Yes. Zeeg integrates natively with Google Calendar, Outlook, Microsoft Exchange, and Apple Calendar. For broader tool connectivity, the Zapier integration connects Zeeg to 5,000+ apps.

Yes. You can control how far into the future your availability is visible, set minimum notice periods to prevent last-minute bookings, and define daily booking limits — all from the scheduling limits settings on any scheduling page.

A single-use link is a scheduling link that expires after one meeting is booked. It is useful for outbound outreach where you want to give a specific prospect access to your calendar without making your main scheduling link public or allowing repeat bookings.

Round-Robin automatically assigns incoming bookings to available team members, either evenly to balance workload or based on priority order. It checks each rep's connected calendar for conflicts before assigning, so prospects always land with someone who is actually available.

Yes. By linking your Deals custom object to contacts and companies in Zeeg CRM, you can trace the full journey from first booking to deal outcome. Every interaction — bookings, rescheduling, cancellations — is logged in the activity history of each record.