Zeliq integration allows you to seamlessly interface with Pipedrive, in order to synchronise your contacts & companies between Pipedrive and Zeliq.

Attract new leads, Communicate with leads, Automate my pipeline and data

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Description

Zeliq is an all-in one sales tool, allowing you to regroup on a single platform the sourcing of your leads, enrichment, leads management & omnichannel outreach both manual and automated through sequences.

With Zeliq, you'll be able to :

  • Synchronize your existing leads from Pipedrive
  • Enrich them to find their phone number, email and other valuable information
  • Find more leads through our search engine, or directly on Linkedin thanks to our Chrome Extension
  • Manage your leads by prioritising them and assigning them to the members of your team
  • Start engaging through emailing or calls directly in Zeliq
  • You'll also be able to automate your prospection with sequences, through emailing and Linkedin

Installation instructions

Synchronisation between Zeliq and Pipedrive is a 4 steps process :

  • Create your synchronisation directly in Zeliq : you just need to name your synchronisation before switching to next step.
  • Connect the integration with your Pipedrive account : for this step you might need the help of your admin, as you will need to have the permissions required to authorise us to create a new field in your pipedrive account, in which we'll push the id used to match entities in Pipedrive with entities in Zeliq.
  • Field selection : nothing to do on this step, later on we'll add the synchronisation of more entities but for now you can only choose contacts & organisation.
  • Field mapping : on this step you'll choose on which parameters you want to synchronise data between Zeliq and Pipedrive, once this step is done you can validate your set-up and your leads will be synchronized each 5 minutes.

Additional information : if you have a lot of leads/companies to synchronise, first sync might be longer than 5 minutes and will take several 5-minutes occurences to synchronize everything.

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