【開催報告】 名古屋ユーザー交流会 2024/6/7（金）：宿泊施設におけるZoho CRM Plus 活用事例
こんにちは、コミュニティチームの鳥越です。6/7(金)に、名古屋ユーザー交流会を開催しました！
Zoho CRM とPOSシステムのSquare を連携したユーザー事例のセッションをはじめ、参加者同士でZoho の活用方法について共有するグループワークでは、「Zoho サービス同士の連携」をテーマにディスカッションを行いました。ご参加いただいた皆さま、ありがとうございました！
本投稿では、ユーザー事例の登壇資料および当日の様子をお届けします。参加が難しかった方も、ぜひご参考ください。
(名古屋ユーザー会 集合写真）
事例セッション：宿泊施設におけるZoho CRM Plus活用事例
同社では、宿泊施設「おろくぼ」の予約フォームにZoho Survey を利用するほか、宿泊者や売上の管理、お土産品などの在庫管理をZoho CRM とPOS システムSquare と連携して管理されています。以下スライドの一部を抜粋して紹介します。
・Zoho CRM Plus 利用全体イメージ：
1. Zoho CRM で利用するタブの紹介
2. 宿泊者情報や決済情報をCRM とSquare 間で自動同期
関数やAPIを利用してCRM とSquareのデータを同期。宿泊予約の情報がCRM に登録されたらSquare にも顧客情報を自動で追加し、Square から支払いの決済が行われるとリアルタイムでCRM の商談データが作成される仕組みを構築しています。以前はインポートや手作業で行っていたものを、自動化しました。
(Squareの決済情報をCRM の商談データに、購入商品は商品データの在庫情報に反映）
3.お土産品やリネン類の在庫管理
Zoho CRM の標準機能で存在する在庫管理機能とSquare の連携で、お土産品やタオル・歯ブラシといったリネン類の在庫を管理しています。品数が減ってきたらアラートを出すなどして、欠品を防いでいます。
4.Zoho Survey の活用
宿泊予約フォームに利用するほか、宿泊満足度アンケートを作成し、QRコードを館内に設置。回答した人にはドリンクをサービスするといった回答を促す施策も行いながら、宿泊者からの声を集めています。
興津さん資料：
グループワーク 「どんなサービスと連携していますか？ Zoho 連携事例を共有し合おう」
Zoho CRM と連携している他のサービスの紹介と、それによってどのようなことを実現しているのかを共有していただきました。
*Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします
最後に
次回以降のユーザー交流会は、以下の通りの開催を予定しています。詳細が決まり次第当フォーラムやZoho Japan のSNSでお知らせします。
・ユーザー交流会福岡 8月2日(金)
・ユーザー交流会東京 10月18日(金)
・ユーザー交流会大阪/名古屋/東京 11月予定
今後取り扱ってほしいトピックや、今回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！
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Mikoto Torigoe
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）
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Change visable Subform fields
I have a form with 4 subforms in it. I added another field to each of the subforms in my main form. Now, how do I update the subforms to show the new fields that I added?Announcing Agentic AI - Ask Zia!
We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.Integrate Bunq with ZOHO Bookes
We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?Trial Extenstion/ 2nd Go!
Hi, Recently trialed FSM bit didnt get a chance to try out the most recent features is it possible to get another trial to try the new features and see if I can make it work for me?Whatsapp BOT with CRM
Hello, how do you use Whatsapp integrations in zoho CRM?Weekly Tips : Take Control of Your Sent Emails using Outbox Delay
Ever clicked “Send” on an email, then instantly realized you forgot something—like a file, an attachment, or even made a small typo? It happens more often than you'd think. Wouldn’t it be helpful if your email waited a little before actually going out?Format of data after export to spreadsheet
Dear Zoho, can you explain to me what is the point of a report exporting to XLSX if the format of the amounts that will be created there is in text format and not suitable for anything? Why do I need data in a sheet with which nothing more can be doMapping a custom preferred date field in the estimate with the native field in the workorder
Hi Zoho, I created a field in the estimate : "Preferred Date 1", to give the ability to my support agent to add a preferred date while viewing the client's estimate. However, in the conversion mapping (Estimate to Workorder), I'm unable to map my customQuoting Subscriptions with one Time costs
Hello all, We sell a subscription SaaS service for which we provide one-time services for implementation and customization. Using CRM quotes i was able to create customized total fields to show the total one-time costs, monthly cost, total subscriptionAdd the ability to view number of hours planned for a workorder while in the Dispatch Console
Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check plannedCustomer Payment
Seprate voucher required for cash and bank .You can not authorized any one to enter cash payment .In statement clearly shown is it bank receipt or cash recipt .how to add previous month purchase bill and claim ITC
Hello we have a unclaimed ITC bill of April (we didn't claim it in may as seller didn't uploaded his gstr1 ) when we trying to file gstr 3b in june month we noticed the bill has been uploaded (april bill) .how to change the filing month of that aprilDeluge security enhancements
Hello everyone, At Deluge, security is a top priority, and we're continuously working to enhance the platform's safety and reliability. As part of our ongoing commitment to secure coding and industry best practices, we're rolling out key updates to howSync desktop folders instantly with WorkDrive TrueSync (Beta)
Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:Outlook 2013 Calendar Syncs but "Related To" Field in Zoho is blank
Outlook 2013 Calendar Syncs but Related To Field in Zoho is blank I expect the "Realted To" field to be populated with the calendar participantsHow do I set users up to only send emails using org emails?
We run marketing campaigns for multiple clients and strictly send emails using the official organization addresses provided by each client. However, we've encountered several instances where users unintentionally send emails from their own company accounts—aEmpowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsopen multiple notes at a time.
Hey there, New to Notebook and liking it, but one thing that's really a bother is not being able to open more than one note at a time, either in a new window or in a new tab. Often times, I like to copy/paste from one note to another or compare draftsLet’s Talk Recruit: Forms that think before you do!
Welcome back to our Let's Talk Recruit series. In our previous post, we shared highlights from our community meetups held across India. This time, we’re talking about something that often gets overlooked but makes a huge difference once you set it upZoho Reports Not Grouping from Subforms
I have created reports from a subform. We have a budget from a standard field, and the bills added to a subform. I've summarised the bills in a field. In edit mode, the bills are joined per supplier, which is what we want. But then it converts and separates/duplicatesPEPPOL Support Needed for Zoho Books in Europe
I'm reaching out to discuss the urgent need for PEPPOL support in Zoho Books for European users. With Belgium mandating B2B e-invoicing via PEPPOL starting in 2026, many of us are struggling to manage invoices without this integration. While Zoho BooksAllow Equity Accounts to be Used for Expenses
Currently, when entering an Expense or Bill, the Expense Account (account to be debited) allows for accounts in any of these categories to be chosen: COGS Expense Other Current Liability Fixed Asset Other Current Asset Noticeably missing are Equity Accounts.メール一括配信の未送信のメールについて知りたい
メール一括配信の後の、未送信のメールの数は添付のようにシステムから連絡がくるのですが それらの対象者を知りたい。レポートなど一覧で知りたい。 また配信対象者なのに（担当者、リード）の メールの履歴に配信したメールの件名でさえ表示されないのはどう理解したらよいのか知りたいです。 また、これらの人をレポートで一覧で出す方法を教えてください。把握したいためです。How do I add the time zone for the each recipient/subscriber
Hi, I've read that Zoho allows for emails to be sent at a certain time based on the recipient's time zone. How do I add the time zone for the each recipient/subscriber? Thanks!Zoho Projects - Q2 Updates | 2025
Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worthlow quality videos
when in puplish videos or reel in social media platforms it pulished in low qualityFind and Merge Duplicates to trigger webhook
My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,[Important announcement] Zoho Writer will mandate DKIM configuration for automation users
Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIMMarketer’s Space: Using Zoho CRM Data for Dynamic Content and Personalization in Zoho Campaigns
Hello Marketers! Welcome back to Marketer’s Space. Do you want to send emails or SMS that feel less like mass messages and more like one-on-one conversations? By integrating Zoho CRM with Zoho Campaigns, you can pull in rich customer data and use it toChange start time after starting the timer
Hello Projects Community, an amazing feature would be to change the start time of a running timer. I know this from some other time tracking softwares. Any idea about this? Best wishes NielsI can't found API for Sales Receipts
Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes RegardsDelete my store of Zoho commerce
Hi Team, I want to delete my stores of commerce. Please help me asap. Looking for the positive response soon. Thanks Shubham Chauhan Mob: +91-9761872650Add Attendees to Session months before the Event
I need to manually add Attendees to Sessions right away for an event that's taking place in 6 months so that the Speaker can communicate with them in advance of the event. How can this be done?Extensions 101 webinar series: Build, integrate, and monetize with extensions
Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. LastOverride Auto Number field?
We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations whereZoho Books | Product updates | July 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in ZohoZoho Recruit > Email Templates
Dear All Background: We are using Zoho Recruit for the 4 business units under our group of company it our posting our of Job it will be done via our internal recruiter. In the Email templates, i want to be able to insert the individual business unit,Unapproved Leaves are hard to distinguish in Attendance View
This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which areClient Script Quality of Life Improvements #1
Since I'm doing quite a bit of client scripting, I wanted to advise the Zoho Dev teams about some items I have found in client script that could be improved upon. A lot of these are minor, but I feel are important none-the-less. Show Error on SubformCommunicating with emojis
On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out onNext Page