Zoom for Supersei CRM
Connect your own Zoom account and book Zoom meetings with your leads from the CRM. Rescheduling and cancelling in Supersei updates Zoom automatically.
Add the Zoom app
- Sign in to Supersei CRM and open Settings → Integrations → Zoom.
- Click Connect Zoom. You are taken to Zoom.
- Sign in to Zoom if asked, review the permissions and click Allow.
- You return to Supersei, which shows Connected with your Zoom email.
- Optional: tick Use Zoom by default so meetings booked for you use Zoom unless someone picks another provider. This includes meetings booked from your booking page and by the AI assistant.
Every person connects their own Zoom. Supersei never uses one person's Zoom account to host another person's meetings.
Book a Zoom meeting with a lead
- Open the lead and click Schedule meeting.
- Under Provider, choose Zoom (your account).
- Set the title, time and duration, add any extra invitees, and click Schedule.
The meeting is created on your Zoom account and the join link is saved on the lead's timeline. Zoom does not email invitations itself, so Supersei delivers the link:
- Google Calendar invite if your Gmail is connected in Supersei with Calendar permission. The invite comes from your own Google account.
- WhatsApp otherwise, sent to the lead from your workspace.
Reschedule or cancel
On the lead, open Meeting booked and choose Reschedule or Cancel meeting. Supersei updates or deletes the Zoom meeting. The join link stays the same when you reschedule.
What the app can access
| Zoom permission | Used for |
|---|---|
| Create a meeting | Creating the Zoom meeting when you book one in Supersei. |
| Update a meeting | Changing the time, length or title when you reschedule in Supersei. |
| Delete a meeting | Removing the Zoom meeting when you cancel it in Supersei. |
| View your user profile | Showing which Zoom account is connected (your email). |
Supersei only acts on meetings it creates for you. It does not read your recordings, chats, participants or any other meeting.
Remove the Zoom app
- From Supersei: Settings → Integrations → Zoom → Disconnect. Supersei revokes its access at Zoom and deletes your Zoom tokens.
- From Zoom: sign in at marketplace.zoom.us, open Manage → Added Apps, find Supersei CRM and click Remove. Zoom notifies Supersei and we delete your Zoom tokens.
Meetings already created stay on your Zoom account, and their links remain on the lead's timeline. To book with Zoom again, connect again from Settings.
Troubleshooting
| Problem | What to do |
|---|---|
| "Zoom (your account)" is not in the provider list | Connect Zoom from Settings → Integrations → Zoom first. |
| "Zoom isn't connected for this organizer" | Your Zoom connection expired or was removed. Disconnect and connect again. |
| The lead did not get an invite | Connect Gmail with Calendar permission in Settings → Email, or check the lead's WhatsApp number. |
| Meetings stop at 40 minutes | That is Zoom's limit on free Zoom accounts; upgrade the Zoom account that hosts the meeting. |
| Anything else | Email hello@supersei.ai with the lead, the meeting time and what you saw. |
Privacy and security
Zoom tokens are encrypted before they are stored and are deleted when you disconnect or remove the app. Supersei stores your Zoom email and user id, and the meeting id and join link of meetings you book through Supersei. See our Privacy Policy and Security Overview.