Zoom Integration

The Zoom integration will enable you to create research calls with unique video links for each respondent.

Note: this is a per user integration, meaning that each user that wishes to create a Zoom integration with Panelfox will need to enable the integration in their User Settings

  1. In your profile dropdown, navigate to User Settings.
  2. Scroll down to Integrations, and click Connect next to Zoom. If you already connected, you will see Disconnect.

  1. You will be prompted to sign in to your Zoom account. These are the requested scopes:
    1. View and manage all user meetings (meeting:write:admin)
    2. If your Zoom account is managed by your IT team, they might need to manually approve Zoom being integrated with Panelfox.
  2. Within a Study, go to Scheduling tab, and scroll down to Global Location.
  3. Here, you will be able to set the video call to Zoom and confirm which user the Zoom integration should be using. Note: each invite will include a unique meeting link.

  1. Within a study, click into a participant and schedule a session like normal. The unique link will automatically generate as the session is created.

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