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.
This integration can be set up from Marketplace in Zoho CRM.
To setup integration
Once the integration is enabled, you can create a meeting in TeamViewer from Zoho CRM.
To schedule an online meeting
To schedule events from calendar
Once the event is created you can invite participants from the record details page.
To invite participants from the record details page
To set up a meeting instantly
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
The online meetings can be viewed from the calendar and are indicated by icon.
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
To start the meeting from calendar
To start meeting from the activity reminders popup
To disable TeamViewer integration
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