A calendar link cannot qualify
Prospects can choose a slot, but your team may still enter the meeting without knowing the use case, urgency, or fit.
MEETING SCHEDULING AGENT
Schedule the right sales meeting—not just an available slot.
ZIP understands what the prospect needs, applies your qualification and routing rules, finds real-time availability, and books the right person with the complete customer context attached.
What ZIP changesOne scheduling agent across your website, campaigns, CRM, email, chat, and WhatsApp—connected to the customer journey before and after the meeting.
01 / THE WORK
Where the current process breaks.
Routing rules live outside the journey
Ownership, geography, product expertise, and team availability are often handled manually after a meeting is booked.
The CRM loses what happens next
Booking details, reminders, meeting outcomes, and follow-up actions can remain fragmented across different tools.
02 / THE ZIP WORKFLOW
How ZIP handles the job.
ZIP works across the CRM and communication channels you already use. Human sellers stay involved where judgment or a relationship matters.
1→
Understand
ZIP asks the approved questions needed to understand the prospect, their goal, and the right next conversation.
2→
Route
The agent applies round-robin, ownership, availability, territory, product, or custom assignment rules.
3→
Schedule
Real-time Google or Outlook calendar availability lets the prospect confirm a suitable slot in the same journey.
4
Coordinate
ZIP creates the meeting, updates the CRM, sends the context and reminders, and preserves the outcome for follow-up.
03 / WHAT YOUR TEAM GETS
Work completed, with context your team can trust.
- ✓Unlimited scheduling journeys for teams and use cases
- ✓Real-time Google and Outlook calendar availability
- ✓Round-robin and advanced lead-routing rules
- ✓Google Meet, Zoom, Microsoft Teams, or browser-based rooms
- ✓Qualification answers, meeting summaries, and next steps connected to the CRM
SalesforceHubSpotZoho CRMLeadSquaredWhatsAppVoiceEmailChat
No CRM migration required. Start with one workflow and expand after your team sees the result.
04 / COMMON QUESTIONS
What teams ask before deployment.
Can we embed scheduling on our website or landing pages?+
Yes. You can embed the scheduling experience, use a branded short link, or launch it from CRM, email, chat, WhatsApp, and campaign journeys.
Can different teams use different booking rules?+
Yes. Each event can use its own questions, availability, duration, meeting room, team, routing logic, and qualification criteria.
Which calendars and meeting rooms can we connect?+
ZIP supports Google and Outlook calendars and can create meetings through Google Meet, Zoom, Microsoft Teams, or Zipteams browser-based meeting rooms.
How is this different from a standalone scheduling tool?+
ZIP does not stop at the booking. The scheduling agent uses shared customer memory, adds qualification context, coordinates the CRM record, and makes the meeting outcome available to follow-up and intelligence agents.
Put ZIP to work on your CRM.
Choose the sales work consuming your team’s time. ZIP connects to your existing systems and starts with a focused deployment.
Book a deployment call ↗