Integrate your preferred video conferencing tool with CleverX to streamline remote research. When you connect Google Meet or Zoom, CleverX automatically handles all meeting logistics—so you can focus on gathering insights instead of managing technical details.
Benefits of integrating Google Meet or Zoom with CleverX
Connecting a video conferencing tool with CleverX will help you:
Save time on manual meeting creation and link sharing
Reduce errors by automating the invitation process
Present professionally with consistent meeting links
Adapt quickly to schedule changes with automatic updates
Focus more on research quality and participant engagement
How Video Integration Works
With your video conferencing tool connected, CleverX will:
Automatically create new meeting rooms when sessions are scheduled
Generate unique meeting links for each research session
Send meeting links to participants in confirmation and reminder emails
Update meeting details if session times change
Cancel meetings when sessions are removed
Handle timezone differences appropriately
All meeting management happens behind the scenes, giving you and your participants a seamless experience.
Connect Google Meet
To integrate Google Meet with CleverX:
Navigate to the Integrations tab from your CleverX dashboard sidebar
Find Google Meet under the Connect video conferencing tool section
Click the Connect button
Sign in with your Google account when prompted
Review and approve the permission requests to allow CleverX to manage meetings
Once connected, you'll see a confirmation message on your dashboard
Important Note: If you've already connected Google Calendar, you may see a message indicating that CleverX already has the necessary access. This is because Google Meet links are created through Calendar events—you don't need to take any additional steps in this case. Just click "Allow" and you're good to go.
Connect Zoom
To integrate Zoom with CleverX:
Go to the Integrations tab in your CleverX dashboard
Locate Zoom in the video conferencing section
Click the Connect button
You'll be redirected to Zoom's authentication page
Sign in to your Zoom account
Review and authorize CleverX to create and manage meetings on your behalf
After successful connection, you'll be returned to your CleverX dashboard
Once connected, all future research sessions will automatically include Zoom meeting links for both you and your participants.
Managing Video Sessions
After connecting your video conferencing tool:
New sessions: All newly scheduled calls will automatically include video conference links
Viewing links: You can view meeting links for any call from your dashboard or call details page
Testing: You can test your connection by joining the meeting link before your scheduled call time
Disconnecting Integrations
If you need to disconnect either Google Meet or Zoom:
Go to the Integrations section of your dashboard
Find the video conferencing tool you wish to disconnect
Click the Disconnect button next to the service
Confirm your choice when prompted
Note: Disconnecting a video conferencing tool will:
Stop CleverX from creating new meetings through that service
Not affect links that have already been generated and shared
Not delete any existing meetings
Troubleshooting
Q: Why isn't my video link appearing in session invitations?
A: Ensure your video integration is properly connected in the Integrations tab. For sessions created before connecting, try editing and saving the session to generate a new link.
Q: Can I use both Zoom and Google Meet?
A: Yes, you can connect both services, but CleverX will use your default preference for new sessions. You can change your default video tool while setting up the call.
Q: What happens if I don't have a paid Zoom account?
A: Free Zoom accounts have a 40-minute time limit for group calls. For longer research sessions, we recommend using a paid Zoom account or Google Meet.
Q: Will participants need accounts to join my video sessions?
A: For Google Meet, participants typically need Google accounts to join. For Zoom, participants can join without Zoom accounts, but they'll need to download the Zoom app or use the web client.
Need assistance? Contact our support team at support@cleverx.com or use the Support button in your dashboard for immediate help.