Zoom Integration Guide

Integrations

Suggested articles

? Step 1: Access the Integration Panel

  • Go to the left sidebar in Seemi CRM

  • Click on Integrations

  • Under Whiteboards & Meetings, find the Zoom card

? Step 2: Click the Zoom Card

  • Click the Zoom box

  • You will be redirected to Zoom's secure login and authorization portal

? Step 3: Sign in to Zoom

  • Enter your Zoom email and password, or use Google/SSO login

  • If you don’t have a Zoom account, click Sign Up Free

? Step 4: Authorize Seemi CRM

  • Enter you

    • Zoom will ask: "Seemi CRM is requesting access to your Zoom account"

    • Click Authorize to grant access

    Zoom email and password, or use Google/SSO login

  • If you don’t have a Zoom account, click Sign Up Free

? Step 5: Return to Seemi CRM

  • After authorization, you'll be redirected back to the Integrations page

  • The Zoom card will now show a green "Connected" status

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article