【開催報告】東京 ユーザー交流会 2025/3/19 エキスパートユーザーがZoho サービス活用における基本から応用までのノウハウを伝授！(CRM / Marketing Automation)

皆さま、こんにちは。コミュニティチームの藤澤です。

3/19(水)に東京ユーザー交流会を開催しました。当日は22名のユーザーの皆さまにご参加いただきました。本投稿ではその様子をお届けします！
当日の登壇資料などもこちらで共有しますので、参加できなかった皆さまもぜひご参照ください。

 Zohoサービス活用事例セッション： Let's 活用！Zoho CRM レポート機能 

2024年度のZoho Championである@Anonymous User さん（Zotion）にご登壇いただき、これまでのご経験をもとに「CRMのレポート機能」についてご解説いただきました。

過去の参加者から特に多くのリクエストがあったテーマで、基本機能から応用的な活用方法まで、説明動画を交えながら分かりやすくご紹介いただきました。

以下の通り、一部抜粋して当日のセッション内容を紹介します。

 内容まとめ 

◉概要と作成フロー

各タブや複数タブの関連性を、データやグラフで視覚的・数値的に把握ができます。Zoho CRM 内のデータをリアルタイムで活用し、定期レポート送信やダッシュボードでの統合表示も対応可能です。

◉応用利用例_1

商談メモに顧客対応を記録するだけで、日報の自動作成・送付が可能です。簡易報告に特化し、業務の効率化を重視する場合に特に適しています。

◉応用利用例_2

Zoho CRM に蓄積される重複や不完全なデータを定期的に洗い出し、整理することで、商談状況を正確に把握することが可能です。不要なデータの発生を極力抑えるためにも、CRMの入力規則や項目の依存関係を活用することも重要です。

▼本セッションの投影資料はこちら   

▼動画はこちら 

グループワーク     

今回は「Zohoサービスの社内浸透/理解度向上のTips共有会」をテーマに実施しました。Zoho は製品数が多く、機能も多岐に渡るため「できることが多くてどこから手をつけようか迷う」などの声が上がることもあります。

そのような声を交流会で解決できたらと思い、本テーマでグループワークを実施しました！各者がこれまで培ってきたナレッジをユーザーさん目線で共有いただける貴重な機会となりました。

Zoho Champion パネルディスカッション

2024年度のZoho Championの中から、@Anonymous User (鈴田二紀)さんと松井さんにご登壇いただきました。ユーザーの皆さまから要望の多かった「Marketing Automation」「Campaigns」「CRM」について、パネルディスカッションを実施しました。
Marketing AutomationとCampaignsの違いや、各メール配信サービスとCRMからのメール配信の違いなど、ユーザー視点ならではの過去の活用事例を交えてお話しいただきました。

懇親会 

多くの方に懇親会にもご参加いただきました！セッション中に気になったことや、日々の業務についてなど、参加者同士でざっくばらんに交流されていました。

初の試みとして、コミュニティのイベント参加や、ユーザーヒアリングへの協力など、コミュニティの活動を継続的に支援してくださっているユーザーさんを6名、表彰しました！

 最後に 

次回の東京ユーザー交流会は6/13(金)を予定しています。

以下日程で大阪と名古屋でも開催を予定しておりますので、各地方でご参加いただけるユーザーさんはぜひ参加検討ください！

・大阪 6/6(木)　・名古屋6/7(金)

各交流会の詳細は、後日フォーラムにて告知投稿いたします。

 

今後取り扱ってほしいトピックや参加した感想などについて、本投稿のコメントにいただけると励みになりますのでぜひお願いします。

今後ともZoho コミュニティをよろしくお願いいたします！

 

ゾーホージャパン コミュニティチーム

• Topic Participants

• Emiri Fujisawa

• Sticky Posts

• 【6/22〜6/24開催】Zoho CRM 管理者向けトレーニングのご案内

  「Zoho CRMを導入したばかりで、初期設定や基本操作に不安がある」、「短期間で基礎から理解を深め、運用開始までをスムーズに行いたい」「Zoho CRMを基礎から再度学び直したい」といった課題や要望をお持ちの管理者に向け、Zoho CRM 管理者向けオンライントレーニングを実施します。 2022年6月の開催回よりトレーニング内容を刷新し、有償にて実施いたします。   ─────────────────────────────────── ＞詳細・お申し込みはこちら：https://www.zoho.com/jp/crm/crmtraining/

• 【12/17(金)Meetup開催】参加者にはノベルティプレゼント！Zoho サービス相談会/情報交換会もあります

  こんにちは、Zoho Japan コミュニティチームの今成です。 12月17日（金）16:00から、今年最後のMeetup(ユーザー交流会)を開催します！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol4/ 前半は今年9月にZoho サービスを導入したユーザー様のセッションとして、現状の利用状況とこれからどのようにZoho サービスを利用していくか、これからの構想談をお話いただきます。 後半では、Zoho CRM

• 【6/29(火) 初心者向け】カスタム関数勉強会のご案内

  先日のMeetupでも告知しましたが、以前より多くのユーザーさまからご要望いただいていたZoho の「カスタム関数」に関する基本の勉強会を6/29(火) 17:00に、開催します！ 関数の基本的な書き方や、Zoho CRM で活用できる関数例のデモなどについて、Zoho の技術メンバーがわかりやすく解説します。 関数の基本を掴みたい方はぜひ、ご参加くださいませ。 ＞＞申し込みはこちら：‌attend.zoho.com/luy0 以下詳細です。 ーーーーーーーーーーー 日時：6月29日(火) 17:00~

• 【3/19(金)】Meetup(ユーザー交流会)開催のご案内。Zoho CRM ユーザー事例やZoho Sign の紹介、Zoho CRM 相談会など

  こんにちは、Zoho Japan コミュニティチームの今成です。 2021年1回目となるMeetupを、3月19日（金）16:00~ 開催いたします！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanOnlineMeetup2021vol1 毎回好評のZoho ユーザーさまによる活用事例をはじめ、Zoho の電子署名ツール「Zoho Sign」の製品デモや、グループディスカッションをご用意しています。 前半/後半のみのご参加も可能ですので、お気軽にご参加ください！

• 【12/17(木) 16:00-】ユーザー同士で情報交換を行う、グループディスカッションもあります。オンラインMeetup Vol.4 開催のお知らせ

  Zoho コミュニティチームの今成です。最近寒くなってまいりましたが、みなさまいかがお過ごしですか？ Zoho Japan Communityでは、今年最後のオンラインMeetup（ユーザー交流会）を開催いたします！以下、詳細のご案内です。 ーーーーーーーーーーーーーーーーーーーーー ＜日時＞2020年12月17日(木) 16:00-18:00 ＜参加費＞無料 ＜開催方法＞オンライン ＜概要＞ 前半（16:00〜17:00）  自社活用事例「Zoho 社員は、1日の中でどのサービスをどれくらい使っているのか」（ゾーホージャパン株式会社　コミュニティチーム）

• Recent Topics

• Any update on much requested feature, to delete attachments without deleting the e-mail body?

  People have been requesting the ability to delete e-mail attachments without deleting the e-mail for more than ten years now. The latest I see is marked "Working On It" and a year ago it was supposedly being added, see here: https://help.zoho.com/portal/en/community/topic/is-there-a-way-to-delete-mail-attachments-without-deleting-the-text

• Old vs New Value for Deleted Lookup Values

  Suppose the following scenario, where a value in a lookup is deleted: 1. User has countries form 2. Form A has a lookup to countries form 3. User selects Italy in Form A and saves it with the Italy ID 4. Form A report shows Italy 5. Italy is inadvertently

• Zoho email using a python or html template

  # main.py import smtplib import csv from email.mime.text import MIMEText from email.mime.multipart import MIMEMultipart from config import SENDER_EMAIL, APP_PASSWORD, SMTP_SERVER, SMTP_PORT # email Subject email_subject = "🎉 Python + Zoho Mail HTML Email

• customize payment page

  Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at

• Solution: How to send email using a python follow up this

  # Step One Setup Your App Password For this url {https://accounts.zoho.in/home#security/app_password} #How to genarate App password {https://help.zoho.com/portal/en/kb/bigin/channels/email/articles/generate-an-app-specific-password#To_generate_app_specific_password_for_Zoho_Mail}

• Are Environments Worth It?

  In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from

• Enhanced duplicate check for Leads in CRM

  Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This

• Pause(1);

  I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is

• Integration Request: Elementor

  Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into

• Ability to Change Visibility of Published YouTube Videos

  Hi Zoho Social Team, How are you? We would like to request an enhancement in Zoho Social regarding the management of already published youtube videos. Currently, after publishing a youtube video through Zoho Social, there is no option to change its visibility

• Adding anchor links in Zoho CRM email templates

  I know you can add anchor link in Campaigns, but I dont see the option to that in the CRM email template. Am I missing something?

• openUrl in blueprints

  My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

• Ability to Add YouTube Video to Playlist During Publishing

  Hi Zoho Social Team, How are you? While publishing YouTube videos through Zoho Social, we noticed that the platform currently does not allow selecting a playlist at the time of publishing. Instead, we can only add the video to a playlist after it has

• Introducing Zoho Creator's 2025 Release Projection 2

  Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities

• Sharing Form Ownership Among Multiple Users

  I would really like the ability to share form ownership among multiple users. It's frustrating to me that if a co-worker wants to make an edit to a form, I have to transfer ownership to them. It would be great if forms could act like google forms, where multiple people can edit a form and view responses. 

• Marketer’s Space - Ace Your Spooky-Season Marketing with Pre-designed Templates in Zoho Campaigns

  Hello marketers, Welcome back to another post in Marketer’s Space! We’re in Q4, which means that you have endless opportunities to connect with your audience, starting with Halloween campaigns! In this post, we’ll show you how to design the perfect Halloween

• Zia expands to China with native features and DeepSeek-powered generative AI features

  Hello everyone, We are glad to support Zia native features and Zia generative AI features for our customers in China. From hereon, all AI-features in Desk will be accessible in China data center with the integration of DeepSeek generative AI model. DeepSeek

• Email in each module

  We have a contact ,module which then has a link to customer assets which in turn the asset has a multiple link to service visits. When we link assets to customers we choose by name and it brings over the associate email via the lookup. Great feature.

• Global Search placement in the new UI

  Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

• Introducing Skill-Based Ticket Assignment

  The goal of every support team is to provide great support, and to do so as fast as they can. To make this possible, it is important that agents spend their time judiciously, especially when they're dealing with a large number of tickets of varying urgency

• Kaizen #213 - Workflow APIs - Part 1

  Welcome to another week of Kaizen! If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track,

• Browser and address bar hide

  Hi, How i can do hide the address bar with browser headline when i am working on the sheet, because i am using (freeze panes) which i want visible for full work. For your reference here i am attached the screen shot and marked yellow lines which really

• Cells Border

  Hi I am using Zoho Sheet on S Tab , is there any option to make all border of any cell at once. I think this is very basic which we are missing. This is available in mobile but not in tab or suggest if i am missing this function. And for Tab can you give

• Credit Management: #2 Configuring Right Payment Terms for Credit Control

  Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagine

• Zobot and Sales IQ

  What will happen to the Zoho Sales IQ being integrated to the website after creating the Zobot on the website too

• Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

  First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the

• Support french language options

  Greetings, I want to use Zoho with the french language portal, however the supplied translation is not very good (google translate). There are many basic mistakes on the main most important sections (my requests, submit a request). Is there a way for

• Automation #7 - Auto-update Email Content to a Ticket

  This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

• Introducing the Workflow and Actions APIs for Zoho CRM

  We are absolutely thrilled to announce the release of Workflow APIs and Actions APIs in Zoho CRM’s v8 API suite! This powerful new set of endpoints gives developers unprecedented programmatic control over business automation. For years, Workflow Rules

• Zoho CRM Analytics - Allow To Reorder Dashboards

  I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go

• Zoho Form URL displays incorrect name

  Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any

• Consumers are talking about your business. Are you listening?👂

  A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospect

• What counts as a Temp for Billing Purposes in Workerly

  I'm considering trying this product but am not sure how the temp count is used for billing purposes. For example, if we keep a large data base of 500 potential workers.....are we billed for that or only if they are assigned to a client at a given point

• Cold emails not allowed?

  I planned to use Zoho Mail to send businesses some cold emails to offer my freelance writing services, but I noticed that the anti-spam policy is very strict -- no commercial emails whatsoever without prior permission from the recipient? I would be very

• Form name incorrectly displayed in URL

  Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any

• I can't receive mail

  Hello, I can't receive e-mail. I no longer receive e-mails to the e-mail I received for ​my site. I also edited the DNS settings, but it doesn't work at all.

• 1‑to‑1 invite missing post-setup (needs re-invite) vs channel invite auto-joins without business prompt

  1. Zoho Cliq 1‑to‑1 external invite The inviter sent a 1‑to‑1 invite to an invitee who didn’t have a Cliq account. After the invitee completed account setup and created a business/organization, the website redirected them to Cliq, where they opened Cliq

• 【開催報告】東京 ユーザー交流会 Vol.3 2025/10/17 Zoho サービスの活用促進を外部ツールとの連携で実現！

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10月17日(金)に新橋で「東京 ユーザー交流会 Vol.3」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました！ この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊 ユーザー活用事例セッション：Zoho Flowと決済システムの連携 あみろくの岡島さんに、Zoho サービスの活用事例として、Zoho Flow を活用した外部サービスとの連携事例をご共有いただきました。

• received email opens in a new tab every time I log in

  as per the title: since about when I first made my email account, every single time Ive logged in to view my inbox, a new tab opens for an email I viewed once as if restoring a closed session. I thought I just didnt understand the "starting up" settings

• Engage with your customers at scale using WhatsApp Marketing Template messages

  Hi everyone, To make it easier for organizations to communicate with customers, Desk now allows you to send individual, mass, and bulk WhatsApp template messages from both the Ticket and Contact modules. How is this going to benefit your business? WhatsApp

• Next Page