Connect and Disconnect Integrations

Integrations

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1. Connecting Zoom Integration

To connect Zoom, click on the Integrations icon from the left-hand menu. Under Whiteboards & Meetings, find the Zoom card and simply click on it

Connect Zoom integration in Seemi CRM

2. Zoom Signin

You’ll be redirected to Zoom’s sign-in page. Enter your Zoom credentials and authorize the connection.

Zoom sign-in window for Seemi CRM integration

3. Successfully Connected

Once connected, you’ll be taken back to Seemi, and you’ll see a green 'Connected' badge appear on the Zoom tile.

Zoom successfully connected to Seemi CRM

4. Add Event in Calendar with Zoom

To add a new event, begin by clicking the “Add Event” button. In the form that appears, fill out all the required fields to schedule the session. 

Add calendar event with Zoom in Seemi CRM

5. Fill out the Add Event form in Calendar

Start by selecting the instructor or staff member under Employees, then choose the student or group under Attendees. Set the session’s Date and Time, pick a Category (e.g., Lesson or Group Lesson), and set the Duration in minutes (e.g., 60). For recurring sessions, enable Repeat this event, choose Daily, Weekly, Monthly, or Yearly, set the frequency, and define Repeat Until (e.g., 2025-09-25). From Platforms, select Zoom to enable video conferencing. Optionally, add a Private Note and set Visibility as public or private. Finally, click Save to complete the event.

Fill calendar event form with Zoom option in Seemi CRM

6. View Event in Calendar

To access a Zoom session link, return to the Calendar view and click on scheduled Zoom session. Once the session details open, simply click on “View Zoom Link” to access the meeting URL.

Calendar event with Zoom meeting in Seemi CRM

7. Disconnecting Zoom Integration

Want to disconnect Zoom? Just click the Zoom tile again. A confirmation popup will appear. Click Disconnect to confirm. That’s it! Zoom is now disconnected from your Seemi account.

Disconnect Zoom from Seemi CRM

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