【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！

【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。

今回の事例を実現するに至った背景

オンラインサロンを運用しているクライアントから、サイト内のサブスクの決済システムの見直しを依頼されました。
また、決済情報の登録に伴いメルマガの登録なども自動化したいとご要望がありました。



 システム概要

 
システム全体像は、Zoho Forms で作成したWebサイト内に埋め込まれた登録フォームでの入力を起点とし、Stripeのような外部システムを含む複数のサービスへ自動で連携されるように構築されています。


 

※ここからは、会場で実際の画面と挙動を再現したデモを実施いただきました。クライアントさまの関係で、本記事で公開はできかねますので、ご了承ください。

 


お話の中では、Zoho CampaignsやFormsなど複数のZoho サービスを工夫して活用された実例をご紹介いただき、大変貴重な機会となりました！

グループワーク：あなたの 'Zoho の推し'を教えてください！


 

同じテーブルに座っているユーザーさん同士で、お気に入りのZohoサービスや機能を共有していただきました。
  • Zoho CRM のサンドボックス機能が便利。誤操作などを気にせず思う存分に機能を試せます。
  • Zoho Assist が最近良いなと思いました！パソコン操作が苦手な方をサポートする際にとても役立ちました。
  • Zoho Social は、自動で投稿先（例：Instagram）に合わせて画像サイズを調整してくれるので、効率的にSNS投稿が可能です。

Zoho 社員セッション：Zoho CRM を活用した営業業務 効率化 ~キオスクを活用した実例紹介~

ゾーホージャパン 営業部プリセールス所属の樋田から、Zoho CRM のキオスク機能を活用して実現した営業業務（インサイドセールス）の効率化の実例を、実際の画面デモを用いて紹介しました。

 


 

今回の活用事例の背景

前職でユーザーとしてZoho を含むSFAサービスを利用してきた営業経験と、Zoho 入社後に、さらにCRMの活用理解が深まった経験を踏まえて課題を設定しました。


 

 

​
そもそも、Zoho CRM の「キオスク」とは

 

​

キオスクで効率化を図る「業務フロー」

まずは、キオスクで再現できるようにインサイドセールスの日常業務をフローチャートに書き起こしました。


 

 

※会場では、実際の画面を投影しながらデモを実施しました。

​

 キオスクの活用法まとめ

​

投影スライド



デモ動画（音声なし）


 

​
懇親会

会場では、限られた時間内で話しきれなかった内容について意見を交わしたり、参加者同士が情報交換を行ったりするなど、活発で和やかな交流が広がっていました。

 



お知らせ

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！
2025年のユーザー交流会は、あと3回です！「今年はまだ参加できてない」という方も、ぜひご参加お待ちしております✨
 

すべて参加無料です！

【残り3枠】ユーザー同士で課題解決　Zoho ワークアウト

開催日時：10/31（金）14:00〜16:00 @ オンライン (Zoom)

 

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を本投稿のコメント欄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

 

 




    Access your files securely from anywhere






                    Zoho Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources

                                                          • 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）


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep 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

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Archiving Contacts

                                                                                                            How do I archive a list of contacts, or individual contacts?

                                                                                                          • Cost of good field

                                                                                                            Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?

                                                                                                          • How to add image to items list in Invoice or Estimate?

                                                                                                            Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because

                                                                                                          • Issue with the Permission to Zoho Form

                                                                                                            I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account

                                                                                                          • CRM templates

                                                                                                            Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?

                                                                                                          • Pending Sales Order Reports

                                                                                                            Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.

                                                                                                          • Zoho Mail SMTP IP addresses

                                                                                                            We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?

                                                                                                          • Zoho Campaigns - Why do contacts have owners?

                                                                                                            When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

                                                                                                          • email forwarding not working

                                                                                                            Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!

                                                                                                          • Google Ads Conversions Not Being Tracked in Zoho CRM

                                                                                                            We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but

                                                                                                          • Enable Locations for Expense

                                                                                                            Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

                                                                                                          • in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

                                                                                                            in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID

                                                                                                          • Generate a link for Zoho Sign we can copy and use in a separate email

                                                                                                            Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

                                                                                                          • Rate Limiting in Zoho Flow (OpenAI API)

                                                                                                            Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a

                                                                                                          • Placing a condition before converting the LEAD

                                                                                                            Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

                                                                                                          • it is possible to open a widget via deluge script function

                                                                                                            I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution

                                                                                                          • Creator - Portal Custom Domain

                                                                                                            I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare

                                                                                                          • steps and options to change Domain DNS/Nameservers settings

                                                                                                            Please share the options or steps to change  Domain DNS/Nameservers settings 

                                                                                                          • Employees in Leave Policy exceptions

                                                                                                            In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc

                                                                                                          • How get stock name from other column ?

                                                                                                            How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock

                                                                                                          • Adding a developer for editing the client application with a single user license

                                                                                                            Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer

                                                                                                          • Download an email template in html code

                                                                                                            Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create

                                                                                                          • Attachment is not included in e-mails sent through Wordpress

                                                                                                            I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated

                                                                                                          • Upcoming Changes to the Timesheet Module

                                                                                                            The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

                                                                                                          • Best way to schedule bill payments to vendors

                                                                                                            I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

                                                                                                          • Cant update image field after uploading image to ZFS

                                                                                                            Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make

                                                                                                          • Billing Management: #4 Negate Risk Free with Advances

                                                                                                            In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last

                                                                                                          • Is there an equivalent to the radius search in RECRUIT available in the CRM

                                                                                                            We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

                                                                                                          • Zoho CRM Inventory Management

                                                                                                            What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?

                                                                                                          • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

                                                                                                            Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)

                                                                                                          • Get Workflow Metadata via API

                                                                                                            Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

                                                                                                          • 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 worth

                                                                                                          • FSM setup

                                                                                                            So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.

                                                                                                          • Upcoming Updates to the Employees Module in Zoho Payroll (US)

                                                                                                            We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where

                                                                                                          • Possible to Turn Off Automatic Notifications for Approvals?

                                                                                                            Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account

                                                                                                          • ZOHO Creator subform link

                                                                                                            Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked

                                                                                                          • Allow Resource to Accept or Reject an Appointment

                                                                                                            I have heard that this can be done, is there any documentation on how?

                                                                                                          • Create new Account with contact

                                                                                                            Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?

                                                                                                          • Sync 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:

                                                                                                          • How To Insert Data into Zoho CRM Organization

                                                                                                            Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.

                                                                                                          • Next Page