Law firms
Tax advisors
Insurance brokers
Trade businesses
Consultants
Medical practices
Dentists
Coaching
Property management
Real estate
Fitness studiosResources
Learn
BlogGuides and tipsCustomer storiesHow teams use ZeegResearchNumbers from real bookingsChangelogNew in ZeegLearn
BlogGuides and tipsCustomer storiesHow teams use ZeegResearchNumbers from real bookingsChangelogNew in ZeegZeeg writes bookings to Salesforce as its own Zeeg records, with guests, hosts and answers. GDPR compliant, made in Germany.
Zeeg’s Salesforce integration connects your scheduling pages to Salesforce. Zeeg installs a package in your Salesforce org and writes every booking with a single invitee as its own Zeeg record, with guests, hosts and the answers from the booking. Zeeg records cancellations and reschedules on the same record.
Set up in minutes. The full guide for Salesforce admins is in the help center.
Open Integrations in Zeeg, choose Salesforce and sign in with your Salesforce account.
Click “Install Zeeg package” in Zeeg and install it in Salesforce for all users.
Click “Refresh” in Zeeg. From now on every new booking lands in Salesforce.
Zeeg creates the booking as a Zeeg Event, with time, duration, location, video link and description, plus a record for each guest and each host. Zeeg leaves your leads, contacts and standard events alone. Your flows decide what follows from a booking; the package comes with two flow templates for that.
Each answer from the booking becomes its own record on the guest, such as fleet size or preferred start. If the guest came through a link with UTM parameters, source, medium and campaign are on the guest too. Custom report types let you analyze both in Salesforce.
When a customer cancels, Zeeg puts “[Cancelled]” in front of the name and records on the same record when, by whom and why. When they reschedule, the record gets “[Rescheduled]” and the new start time, and the new time becomes its own record.
When a customer who already has an owner in Salesforce books, the meeting goes to exactly that person instead of whoever round robin picks. Zeeg reads the owner of a contact, lead or account, or from a custom object. If Zeeg finds no one, round robin shares the booking as usual. Smart CRM routing with Salesforce comes with the Scale plan.
Zeeg’s AI phone agent answers calls and books on the same scheduling pages. Every phone booking runs through the same Salesforce integration, with record and answers.
Salesforce offers its own appointment product, Salesforce Scheduler. Zeeg brings its own scheduling pages and writes the bookings to Salesforce.
| Feature |  |  Salesforce Scheduler |
|---|---|---|
| Requirements | ||
| Salesforce edition | Enterprise Edition or higher | Enterprise or Unlimited Edition |
| Cost | In the Business plan, €16 per user | Extra cost, as an add-on to a base license such as Sales Cloud or Service Cloud |
| In Salesforce | ||
| What a booking creates | A Zeeg record with guests, hosts and answers | Service appointments for service resources |
Prices per user per month with annual billing, plus VAT. Salesforce details from help.salesforce.com, “Licenses for Salesforce Scheduler”; Zeeg requirements from our help center.
Zeeg sends Salesforce only what belongs to the booking. Here is where each piece of data is kept.
Two-factor sign-in for every account, SSO and SCIM from the Scale plan.
Zeeg stores appointments, contacts and form answers with Telekom in data centers in Europe, encrypted at rest and in transit.
The AI phone agent stores conversations in the EU, and telephony runs through Ireland. Without a transcript, the voice service stores nothing from the call.
Zeeg signs a data processing agreement under Art. 28 GDPR with every customer.
Answers every call and books appointments during the call.
Scheduling pages customers book themselves, around the clock.
Questions before the booking, each request to the right person.
Share bookings across the team, automatically and fairly.
Only times when every host is free.
Take payment by Stripe or PayPal at booking.
Confirmations, reminders and follow-ups, automatically.
Every booking and call lands on the contact.
Scheduling, AI phone agent and CRM at a glance.
Verified“I’ve now set up five clients with Zeeg, including law firms, media agencies and a skin clinic, and for all of them the AI voice agent matters most. It answers calls on holidays and after hours, answers callers’ questions and books the appointment straight into the business’s Google or Outlook calendar.”
Verified“Every morning, the first thing I check in Zeeg is what our AI voice agent has arranged since yesterday. It asks callers the first questions and then books the right appointment. […] The agent also calls out on its own: contacts we want to follow up with get a call with their own greeting at a set time.”
Verified“The practical, simple setup of the AI voice agent deserves a special mention. The AI voice agent also sounds authentic and helps us take customer enquiries and bookings 24/7.”
Verified“Zeeg lets us tailor scheduling to every one of our use cases. We mainly use round robin and group events with specific presets that are easy to set up.”
Verified“We used to use Calendly and have now switched to Zeeg.me completely, and honestly, I’m thrilled!”
Verified“I add the link to every email to recruiters, and they pick a free time themselves. Thanks to the two-way sync with my Google Calendar, only times when I’m not in a lecture or another call show up, so I haven’t had a single double booking.”
Verified“Round robin events and adding the link to our email signature and website are super easy. The prices are more than fair […]”
Verified“Especially when handling client data, it matters who stores the data, where and how. […] Zeeg is a very good German alternative here: easy to use, with every feature you need.”
Verified“Zeeg makes scheduling with my clients easier every day. I send my clients the link, and they can easily book a time that suits them.”
Calendars, video conferencing, CRMs, payments, analytics and single sign-on: Zeeg connects to the tools your team already works with.
Start free, forever. Paid plans are priced per user per month, with a 14-day free trial and no credit card required.
Zeeg writes every booking with a single invitee to Salesforce as a Zeeg Event, with a record for each guest, each host and each answer from the booking. Zeeg records cancellations and reschedules on the same record.
The Business plan at €16 per user per month with annual billing. Smart CRM routing, which sends returning customers to their owner in Salesforce, is part of the Scale plan at €30. You can try everything free for 14 days.
Enterprise Edition or higher, plus admin rights or the Author Apex and Modify All Data permissions. You connect a sandbox the same way, so you can test your flows before you connect production.
No. Zeeg writes only its own records and changes no leads, contacts, tasks or standard events. If you want a booking to become a lead, a flow in your Salesforce org does that. So that additional guests do not become leads of their own, you can turn off syncing them in Zeeg.
No. Zeeg does not send events where several people can book the same time slot to Salesforce. The integration covers events with one booking invitee, round robin and collective events included.
Zeeg updates the same record: “[Cancelled]” or “[Rescheduled]” in front of the name, plus the time, the reason and who canceled. On a reschedule the old record shows the new start time, and the new time becomes its own record.
When a flow or validation rule in your Salesforce org rejects a booking, the booking stays in Zeeg. Every Monday Zeeg emails you the number of rejected bookings and the latest error message Salesforce sent with them, so your admin can check the rule.
Zeeg brings scheduling pages, round robin and up to six calendars per team member in the Business plan, and the AI phone agent books by phone too. Appointments and contacts are kept in Europe.
Zeeg stores appointments and contacts encrypted in Europe and signs a data processing agreement under Art. 28 GDPR with you. What Zeeg sends to Salesforce, Salesforce processes under your contract with Salesforce.
Connect Zeeg to Salesforce in minutes. All features free for 14 days, no credit card.
