Zoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you!

Zoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you!



A big HELLO to the everyone in the Zoho Community!

Another great year, another set of new challenges and another set of vibrant goals are ahead of us.

We're starting the year off with the ZUG meetups for 2023 spread out globally. We're back again with our visits to engage with you in-person and take you through some Zoho services and features based on your requests. For this quarter, our team is bringing to you meetups covering exciting Zoho CRM integrations: from Zoho Books, to Zoho Campaigns, and the most requested Zoho Marketing Automations.  In addition we're going to discuss Zoho CRM reports and analytics, Blueprint's new enhancements, and much more.

If you're new around here, we're glad to welcome you to your Zoho User Group and your first meetup! The registration links for various regions are listed below, click on them and count yourself in. Apart from bringing you the newer integration topics, we're also eager to network with you all.

Meetups List & Registration Links:

USA

City
Date
Time
Link to Register
Miami ZUG
30th Jan
1:30 PM - 4:30 PM
Dallas ZUG
30th Jan
1:30 PM - 4:30 PM
Seattle ZUG
30th Jan
1:30 PM - 4:30 PM
Fort Lauderdale ZUG
1st Feb
9:30 AM - 12:30 PM
Austin ZUG
1st Feb
1:30 PM - 4:30 PM
Portland ZUG
1st Feb
9:30 AM - 12:30 PM
Tampa ZUG
3rd Feb
9:30 AM - 12:30 PM
Houston ZUG
3rd Feb
1:30 PM - 4:30 PM
Salt Lake City ZUG
3rd Feb
9:30 AM - 12:30 PM
Orlando ZUG
6th Feb
1:30 PM - 4:30 PM
New Orleans ZUG
6th Feb
11 AM - 1 PM
Boulder ZUG
6th Feb
1:30 PM - 3:30 PM
Jacksonville ZUG
8th Feb
9:30 AM - 12:30 PM
Birmingham, Alabama ZUG
8th Feb
11 AM - 1 PM
Denver ZUG
8th Feb
9:30 AM - 12:30 PM
Pensacola ZUG
9th Feb
1:30 PM - 3:30 PM
Atlanta ZUG
10th Feb
9:30 AM - 12:30 PM
Nashville ZUG
10th Feb
1:30 PM - 4:30 PM
Colorado Springs ZUG
10th Feb
10:30 AM - 12:30 PM
Greenville ZUG
13th Feb
10:30 AM - 12:30 PM
Sacramento ZUG
13th Feb
1:30 PM - 3:30 PM
Louisville ZUG
14th Feb
11 AM - 1 PM
Charlotte ZUG
15th Feb
9:30 AM - 12:30 PM
Cincinnati ZUG
15th Feb
11 AM - 1 PM
Pleasanton ZUG
15th Feb
9:30 AM - 12:30 PM
Columbus ZUG
16th Feb
11 AM - 1 PM
Raleigh ZUG
17th Feb
9:30 AM - 12:30 PM
San Francisco ZUG
17th Feb
10:30 AM - 12:30 PM
Indianapolis ZUG
21st Feb
1:30 PM - 4:30 PM
Richmond ZUG
22nd Feb
10:30 AM - 12:30 PM
Oakland ZUG
22nd Feb
10:30 AM - 12:30 PM
St. Louis ZUG
23rd Feb
11 AM - 1 PM
Fairfax ZUG
24th Feb
10:30 AM - 12:30 PM
San Jose ZUG
24th Feb
10:30 AM - 12:30 PM
Rockville ZUG
27th Feb
1:30 PM - 4:30 PM
Kansas City ZUG
27th Feb
11 AM - 1 PM
Las Vegas ZUG
27th Feb
1:30 PM - 4:30 PM
Wichita ZUG
28th Feb
11 AM - 1 PM
Baltimore ZUG
1st Mar
10:30 AM - 12:30 PM
Phoenix ZUG
1st Mar
9:30 AM - 12:30 PM
Minneapolis ZUG
2nd Mar
1:30 PM - 4:30 PM
Wilmington ZUG
3rd Mar
10:30 AM - 12:30 PM
San Diego ZUG
3rd Mar
9:30 AM - 12:30 PM
Philadelphia ZUG
6th Mar
1:30 PM - 4:30 PM
Irvine ZUG
6th Mar
1:30 PM - 4:30 PM
Cleveland ZUG
7th Mar
1:30 PM - 4:30 PM
Los Angeles ZUG
8th Mar
9:30 AM - 12:30 PM
Pittsburgh ZUG
8th Mar
10:30 AM - 12:30 PM
Detroit ZUG
9th Mar
1:30 PM - 4:30 PM
Jersey City ZUG
10th Mar
10:30 AM - 12:30 PM
New York City ZUG
13th Mar
1:30 PM - 4:30 PM
Milwaukee ZUG
14th Mar
1:30 PM - 4:30 PM
Boston ZUG
15th Mar
9:30 AM - 12:30 PM
Chicago ZUG
16th Mar
1:30 PM - 4:30 PM

India

City
Date
Time
Link to Register
Chennai ZUG
14th Feb
9:30 AM - 12:30 PM
Coimbatore ZUG
16th Feb
9:30 AM - 12:30 PM
Bengaluru ZUG
20th Feb
9:30 AM - 12:30 PM
Hyderabad ZUG
22nd Feb
9:30 AM - 12:30 PM
Pune ZUG
24th Feb
9:30 AM - 12:30 PM
Mumbai ZUG
27th Feb
9:30 AM - 12:30 PM
Surat ZUG
13th Mar
9:30 AM - 12:30 PM
Ahmedabad ZUG
15th Mar
9:30 AM - 12:30 PM
Jaipur ZUG
17th Mar
9:30 AM - 12:30 PM
New Delhi ZUG
20th Mar
9:30 AM - 12:30 PM
Gurugram ZUG
22nd Mar
9:30 AM - 12:30 PM
Kolkata ZUG
24th Mar
9:30 AM - 12:30 PM

ANZ

City
Date
Time
Link to Register
Auckland
7th Feb
9:30 AM - 12:30 PM
Christchurch
9th Feb
9:30 AM - 12:30 PM
Brisbane
14th Feb
9:30 AM - 12:30 PM
Sydney
16th Feb
9:30 AM - 12:30 PM
Melbourne
21st Feb
9:30 AM - 12:30 PM
Adelaide
23rd Feb
9:30 AM - 12:30 PM
Perth
28th Feb
9:30 AM - 12:30 PM

Below are the links for you to register for the meetups happening in regions not listed above.



Register for a meetup in your respective ZUG and post any questions you have as comments below.
Here's to having fun, vibrant, and insightful discussions and growing businesses together as a ZUG.
    • Sticky Posts

    • How to reach the official Zoho Support channels and avoid fake ones.

      Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers
    • Function #35: Close all tasks associated with a lead and create a new task.

      Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just
    • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

      <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,
    • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

      Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical
    • CRM Hack #2: Automate sending of birthday greetings to your customers.

        Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
    • Recent Topics

    • Add Setting Values to the Rules

      Hi, It would be great to use the rules to set values in fields for submission, such as if a Type is X then set the Field Y to 10. Thanks Dan
    • So we ran with it for the week

      In our company i bit the bullet and ran with FSM for a whole week. Service calls, deliveries and surveys. Covering about 30-120 miles a day to domestic properties. Loved the appointment list and satnav integration. Loved the timer to measure the appointments.
    • Is there a way to set Document Owner/Sender via the API

      When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?
    • What's New - September 2025 | Zoho Backstage

      September has been a different month for Zoho Backstage. Instead of rolling out a long list of new features, we focused on something just as important: Performance, reliability, and stability The event season is in full swing, and organizers are running
    • Prevent stripping of custom CSS when creating an email template?

      Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>
    • Stock Quotes/Spreadsheet

      It would be nice if we could download security and mutual fund prices from Yahoo Finance (or?) in order to maintain an up to date investment portfolio on Zoho. Any chance?
    • link to any Belgian bookkeeping software?

      Hello, Does anyone on this Forum can help me with the question whether the ZOHO CRM (Invoices) or ZOHO Book can be linked to software that is used for Belgian Bookkeeping/accountancy? By linking, I mean either with the help of a middleware program or either by the ability to export the custom made reports as CSV-files... If someone has an experience with online CRM-Accountancy in Belgium, with ZOHO (or other), it would be great to read it... Thank you
    • marketing automation

      wants to know about the zoho marketing automation
    • Problems with email templates (HTML - Outlook)

      Hi there, I've been trying to create a newsletter from the template "Business 4". Everything looks great in the preview, but when I send it to my Outlook inbox, the layout doesn't seems to stick. More particularly: - The line-height is way more reduced, even though I used the line-height tool from the template - Columns but they are sometimes misaligned - Font size is not always the one I've selected. Could you help? Thanks!
    • Zoho CRM IP Addresses to Whitelist

      We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over
    • How to create a drop down menu in Zoho Sheets

      I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text  --> Contains. But that is not working, is there any other way to do it.  Thanks in Advance.
    • Introducing Keyboard Shortcuts for Zoho CRM

      Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
    • Zoho CRM's custom views are now deployable from sandboxes

      This feature is now available for users in the AU, JP, and CN DCs. This feature is now available for users in CA and SA DCs. New update: This feature is now available for users in all DCs. Hello everyone, We're excited to announce that you can now deploy
    • Where are Kanban swimlanes

      So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research
    • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

      Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
    • Scheduling Calls in CommandCenter / Blueprints

      I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But
    • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

      Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit
    • Limit in number of records for subforms and multi-select lookup fields

      It is my understanding that a maximum of 100 items can be selected in a multi-select lookup field, and that a total of 200 items can be selected in total between both subforms in a given module.  Are there any ways to work around this limitation if we
    • Kaizen #136 - Zoho CRM Widgets using ReactJS

      Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM
    • Getting Permission denied to access this portal.

      We have one user that can't login to projects even though access has been granted. This user can login to accounts.zoho.com but when login to https://projects.zoho.com/portals.do we get this error: Unauthorized login to this portal Permission denied to access this portal. Check your portal URL again. Sometimes we also get "server too busy". We have tried killing sessions (in accounts.zoho.com) and we have deleted cookies; and tried different computers and still the same problem. All others use can
    • Marketing Tip #1: Optimize item titles for SEO

      Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
    • Does Zoho Docs have a Line Number function ?

      Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank
    • Setting Default Views for Custom, List and Detail Views

      Hey, Is it possible to set a default custom view, list view and detail view for a module for every user? We are onboarding a lot of non technical people that struggle with these things. Setting the views as default would really help. Btw: also setting
    • Custom function return type

      Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding
    • Filter Based API request in Zoho Books using POSTMAN

      How do I GET only specified CONTACTS based on created time or modified time in Zoho Books using POSTMAN. In the api documentation, it is written we can apply filters but I need a sample request.
    • URL validation

      We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.
    • Has anyone been experiencing slow issues?

      Dear all, I just want to ask if anyone has been experiencing slow issues with Zoho Creator in the past two weeks? I worked with the ISP to improve network quality by changing routes and upgrading bandwidth, but nothing changed. I am in Vietnam.
    • Zoho Projects Roadshows 2025 - USA

      Dear Users, After an amazing response to our roadshows in 2024, we are excited to be back for the second year in a row! Join our team of experts as they walk you through the most-used features in Zoho Projects, explore powerful automation capabilities,
    • Billing Management: #6 Usage Billing in SaaS

      Imagine a customer shuffling across multiple subscriptions, a streaming service, a music app, cloud storage, and a design tool. Each one charges a flat monthly fee, regardless of how much or how little they use. Some months, the customer barely opens
    • Is there anyone who has been experiencing issues regarding the Zoho Creator Certification Website in the past 2 weeks?

      Dear all , I just wanted to ask is there anyone who was planning on taking the Zoho Creator Developer Certification Test in the past 2 weeks and have been facing errors stating that the website is under maintennance and also not allowed to access the
    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
    • GST Slabs Redefined: Stay Compliant Using Zoho Books!

      Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
    • Allow syncing Activities from other applications

      Marketing Automation could be a much more powerful platform if you were able to sync activities into the platform (e.g. purchase, donation, etc) outside of a user doing something on your website. I'd love it if you could sync Custom CRM Modules as activities,
    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
    • Global Sets for Multi-Select pick lists

      When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
    • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

      Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
    • Ask the Experts #1

      Hello everyone! It’s time to transform how you manage projects. Define the processes. Automate the tasks. Streamline the workflows. Let us dive into automation in Zoho Projects — from configuring workflows and custom functions to building triggers, using
    • Option to Customize Career Site URL Without “/jobs/Careers”

      Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to
    • How to overcome Zoho Deluge's time limit?

      I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries
    • Next Page