TeamViewer | Online Help - Zoho CRM


TeamViewer is a collaboration software which allows you to set up online meeting with participants. Integrating your TeamViewer account with Zoho CRM allows you to create events/meetings using TeamViewer directly from Zoho CRM.

Setup Integration

This integration can be set up from Marketplace in Zoho CRM.

To setup integration

  1. Log into your Zoho CRM account with administrative privileges.
  2. Go to Setup > Marketplace > All and search for TeamViewer.
  3. Click  Install.

  4. In Use of Personal Details popup, edit profile if required and click Continue.

  5. In the Confirm Installation popup, click Install.
  6. Click Enable TeamViewer.

Schedule an Online Meeting

Once the integration is enabled, you can create a meeting in TeamViewer from Zoho CRM.

To schedule an online meeting

  1. Go to the Meetings module.
  2. Click + Event.
  3. In the  Event Information page, do the following:
    • Enter the Event Name.
    • Enable Make this an Online Meeting checkbox.
    • Choose TeamViewer from the Online Meeting Provider drop-down list.

    • Authorize your TeamViewer account by clicking Authorize TeamVMeeting in the popup.

    • Enter Email and Password.
    • Click Sign In.
    • Click Accept after reading the permission requested by Zoho CRM.
    • Enter the duration of your meeting in the From and To fields.
      You can also enable the All Day checkbox, to fix your meeting for the entire day.
    • Select the Host for the event from the drop-down list.
    • Click + Add, select participants for the event and click Done
  4. Click Save.

To schedule events from calendar

  1. Go to the Calendar.
  2. Select the date in which you would like to add the event and click New Event.

  3. Follow the steps as above and enter the Event Information.
  4. Click Save.

Invite Participants

Once the event is created you can invite participants from the record details page.

To invite participants from the record details page

  1. Go to the Meetings module.
  2. Select the Event to which you want to add participants.
  3. In the Participants section, click + Add.

  4. Select the participants.
    You can also enter the email addresses of participants you would like to invite who are not part of your CRM account.
  5. Click Add.
  6. Click Send in the popup.
    An invitation will be sent to the participants.
  1. You can also add participants while editing the event.

    To invite participants while editing
    1. Go to the Meetings module.
    2. Select the event and click Edit.

    3. Click + Add and select participants for the event.
      You can also enter the email addresses of participants you would like to invite who are not part of your CRM account.
    4. Click Done.

Setup an Instant Meeting with a record

If you want to set up a meeting with your lead or contact immediately, you can use the Meet Now option from the record's details page.

To set up a meeting instantly

  1. Go to the Leads/Contacts module.
  2. Select a record.
  3. Click More > Meet Now > TeamViewer.
  4. Enter the Event Information and click Start Meeting.

Schedule an Online Meeting with a Record

If you wish to set up a meeting with a lead or contact to take place at a particular time, you can schedule an online meeting from the record's details page.

To schedule an Online Meeting

  1. Go to Leads/Contacts module.
  2. Select a record.
  3. Click More > Schedule Online Meeting.

  4. Enter the Event Information and click Save.

View online meeting in Calendar

The online meetings can be viewed from the calendar and are indicated by  icon.

Start a Meeting

You can start the meeting 15 minutes before the event start time from the record details page and Calendar. The Start Meeting button will appear in the event's notification, 5 minutes before the event could start.

To start a meeting from the record details page

  1. Go to Meetings module.
  2. Select a record.
  3. Click Start Meeting.

    When you start a meeting for the first time, the TeamViewer desktop app will be downloaded.
  4. Run the downloaded file.
    If you have already installed TeamViewer, click Launch the App.

To start the meeting from calendar

  1. Go to Calendar and select the Date.
  2. Click the event.
  3. Click Start Meeting from the popup.

To start meeting from the activity reminders popup

  1. In the Activity Reminders pop-up, click the Start Meeting button. The TeamViewer desktop app opens.

Disable TeamViewer Integration

To disable TeamViewer integration

  1. Go to Setup > Marketplace > All and select the Installed tab.
  2. Click Uninstall against TeamViewer.

  3. Click Ok in the confirmation popup.
  4. You can also deactivate by clicking TeamViewer > Disable.
    Submit your confirmation in the popup.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • Best CRM tools for your business to thrive remotely

                                                                                            The new era of work has redefined the way we operate, and do business. As new styles become prevalent, organizations are eagerly embracing co-working spaces, work from home, work on the go, and remote working as alternatives to traditional working ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources