Zoom Integration Guide

Integrations

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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

When you click the Zoom card, a new Zoom window will open for secure login and permission access.

1. Make sure you already have a Zoom account.

   • If you don’t, click Sign Up Free to create one using your email, Google, or SSO (Single Sign-On) login.

2. Once logged in, Zoom will show a permissions screen asking you to allow access.

   • You’ll see options like:

     • Create a meeting for a user

     • View a user

     • View a user’s token

   • Tick the box that says “Allow this app to use my shared access permissions” (if visible).

3. Click Allow to grant permission and continue.

After you authorize access, Zoom will redirect you back to the CRM automatically, where the integration process continues.

Tip: Make sure you’re logged into the correct Zoom account before allowing access to avoid connecting the wrong profile.

Step 4: 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