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CleverX is a B2B research platform that helps businesses with real-time insights for informed decision-making. Partner with top industry experts, build and run surveys, schedule one-on-one calls, and collaborate seamlessly globally.
By connecting Zoom with your CleverX account, you can instantly create a meeting and invite participants, including guests, to collaborate on it in real time.
How to connect Zoom to your CleverX account?
While creating a new video call project:
Select your preferred date and time to schedule your call.
Select Zoom as the platform you want to use for this call.
Login to your Zoom account to connect it with your CleverX account.
Further, add call details like name & description — this will give an idea to the experts you would be inviting to the call.
Alternatively, you can:
Go to your account settings,
Click on integrations,
Connect your Zoom account with CleverX.
Using Zoom with CleverX, you can:
Instantly generate unique Zoom conference details for every meeting you schedule.
Effortlessly access conferencing details for all your meetings.
Get real-time updates for rescheduling or canceling, ensuring everyone stays in the loop.
Once a meeting is created and scheduled, the call details will be automatically included in the confirmation email and sent to your invitees.
You can conduct studies, and interviews, ask for customer reviews, and work on product research projects as well, using our network of experts.
Once the meeting has ended, anyone can continue making progress on work asynchronously using CleverX's chat features.
How to remove Zoom from your CleverX account?
Login to your Zoom account and navigate to the Zoom App Marketplace.
Click manage >> added apps or search for the "CleverX" app.
Click the "CleverX" app.
Click remove.
Alternatively, you can:
Go to your account settings,
Click on integrations and select Zoom,
Disconnect it from your CleverX account.
With over 10,000 experts, including the biggest tech & consulting giants, CleverX is the trusted market research platform for businesses, product managers, start-ups, agencies, and organizations around the world.