Master the CX Suite: Join our workshops to elevate your customer experience

Master the CX Suite: Join our workshops to elevate your customer experience

Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all!

Here's where we'll be:

Why should you be a part of this workshop?  

If you've been trying to use the full potential of CRM Plus and other CX apps to make your business more customer-centric, this is the right place for you. Join one-on-one sessions and get product demonstrations directly from the experts. Gain insights and expertise about CRM Plus and learn how to use the different modules to fit your business scenarios. Discuss your challenges during the sessions and get tips and advice on how to deal with them more efficiently. Learn how to customize different modules and get up to date about the latest product updates and enhancements. Provide feedback about the product and even talk about your own user experiences to help us improve Zoho CRM Plus further.

What's on the agenda? 

Explore Zoho CRM Plus and its components in detail, and how you can consolidate them to improve your customer experience.

Marketing
  • PageSense's heatmaps, form analytics, and visitor-tracking tools help you analyze website visitor behavior and improve your site's performance.
  • Learn more about lead generation, customer journey nurturing, and CRM synchronization for a seamless lead management experience.
Sales
  • Learn more about customization, automation, scoring, and workflow rules in CRM's sales flow management.
  • Visualize your customer journey using Canvas, wizards, blueprints and CommandCenter.
Support
  • Work with customer support channels in Zoho Desk, including chats, chatbots, tickets, SLAs, ticket process management, workflows, Guided Conversations, IM integrations, and Zia.
  • Analyze reports, derive data-driven insights, and get CRM Plus's 360-degree customer view to enhance customer management. 
Attend the workshop, become a part of the Zoho CX Community, understand and master the CX suite, and apply the expertise you gain to your business. Network with peers from various industries, learn about their use cases, and understand how you can customize the product for your own needs.
Empower yourself with greater knowledge, skills, and competence and make your business much more efficient.

Don't miss out on our early-bird ticket sales, they're winding down fast! We're also offering special prices on group registrations for teams of 3 or more.


Please reach out to us at cxevents@zohocorp.com and cxevents@eu.zohocorp.com (for European regions) if you have any questions.

Thank you!

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • Zoho CRM Plus in 2023: Let's rewind

                                                            Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking
                                                          • The CX Workshops are back in 2023!

                                                            Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
                                                          • Refer Zoho CRM Plus to your friends and earn rewards!

                                                            Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance
                                                          • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

                                                            Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on
                                                          • Unified telephony in Zoho CRM Plus

                                                            In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate


                                                          Manage your brands on social media



                                                                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

                                                                                    • 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

                                                                                                            • Problema Verificacion con proveedor NIC.AR

                                                                                                              No puedo realizar la verificación del correo, he seguido los pasos indicados y configurado los MX. Y no puedo verificar el correo. He leido en el foro que otros han tenido el mismo problema. Alguno pudo solucionarlo?
                                                                                                            • How to remove some users in zoho accounts

                                                                                                              How to remove some users in Zoho accounts.
                                                                                                            • Reupload and rename from one field to another field (file upload)

                                                                                                              Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone
                                                                                                            • Unified Inbox for all, including fetched mails

                                                                                                              I fetch mails from different third-parties mailboxes. But I need to switch mailbox too see fetched mails. It's strange. All mailboxes have one shared disk space for own mail and fetched mail, but why do we need to switch mailbox (on the left bottom) to
                                                                                                            • Whatsapp Limitation Questions

                                                                                                              Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
                                                                                                            • Users Not Automatically Being Added To WorkDrive Team

                                                                                                              I have already created a ticket for this issue, but the support team doesn't seem to understand what's happening. Our organization started with a trial of Zoho Workplace around November 10, 2025. I created 10 users, including myself. I sent out the invites,
                                                                                                            • Synchronization between Gmail and Zoho Mail

                                                                                                              Hello! I am using Zoho Mail within the Zoho One platform. I have completed the basic setup and added all the required DNS records with our domain provider. Our goal is to set up two-way synchronization between our current Gmail inbox and Zoho Mail, but
                                                                                                            • IMAP login problem

                                                                                                              I have my domain hosted with zoho @wilson.ie I have added a new user and have enabled IMAP access to this user account The user can login to zoho mail on the web. When we enter the server settings into Outlook as per below, Outlook cannot login to the
                                                                                                            • Contact data removes Account data when creating a quote

                                                                                                              Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
                                                                                                            • Changes to subform in Zoho CRM Portal Timeline History Unavailable

                                                                                                              Hi Support Team, We have noticed a feature limitation in the Zoho CRM portal. We created a portal for our vendors to edit records directly, but when vendors make updates, the Modified Time and Date fields are not being updated. Additionally, these updates
                                                                                                            • This mobile number has been marked spam. Please contact support.

                                                                                                              Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
                                                                                                            • Zoho CRM Portal Field Level Permission Issue

                                                                                                              Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
                                                                                                            • Function #11: Apply unused credits automatically to invoices

                                                                                                              Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
                                                                                                            • Edit Contact Roles in the Potentials Mod

                                                                                                              New to ZOHO so I need some help.  I work the same people on different projects concurrency. Their contact info remains the same but their role changes from project to project.  In the Potential Mod you can pick contacts and assign a Role to them.  I know how to edit the roles. What I want to do is add some fields. Specifically I want to add the following "Expectation" "Requirements" and "Communication "Requirements." This will allow me to look at a Potential and see information associated with this
                                                                                                            • Duplicating report but custom layout does not

                                                                                                              Dear Zoho Creator, I need to duplicate a report into 10 copies, but unfortunately the custom layout (detail view) doesn’t copy along with it. I tried exporting and importing the custom layout, but the field mappings are incorrect. I believe everyone are
                                                                                                            • Credit Card Readers?

                                                                                                              We would like to use our commerce website at conferences (and eventually in store) to swipe credit cards to pay for orders. How would we accomplish this? Does Zoho have anything available for a developer write code to integrate something like Stripe Terminal
                                                                                                            • AI generated meeting notes associated to Account or Deal

                                                                                                              As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability
                                                                                                            • Stock count by bin location

                                                                                                              Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards
                                                                                                            • Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

                                                                                                              Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization
                                                                                                            • How Do I Refund a Customer Directly to Their Credit Card?

                                                                                                              Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
                                                                                                            • Can we generate APK and IOS app?

                                                                                                              Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 
                                                                                                            • Limitation with Dynamic Email Attachment Capture

                                                                                                              I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments
                                                                                                            • Zoho Learn Course Completion Notifications/Triggers/API

                                                                                                              Zoho Learn works great and will suit our course creation needs, but it appears to be lacking a bit when it comes to integration with other Zoho services (creator etc.) when it comes to course completion. 1) Is there an API or Zoho Flow trigger for when
                                                                                                            • Sorting a list of record acquired from the zoho.crm.searchRecords function.

                                                                                                              This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains
                                                                                                            • Enhanced Recording Permission Controls for Zoho Cliq Meetings (Similar to Zoom)

                                                                                                              Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the recording permission functionality in Zoho Cliq Meetings. Current Limitation: in Zoho Cliq Only hosts and co-hosts can record a meeting. Participants cannot
                                                                                                            • Phone Connection

                                                                                                              When on a call the person on the other end complains that there is static, I am cutting in and out or they can't hear me all. This happens on the cell connection as well.
                                                                                                            • Can't add a sender adress from zoho campaigns

                                                                                                              hi, I need to change the sender address for a campaign.  When i try to add it i get a message to say 'duplicated email address found while adding your sender address'.  This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane 
                                                                                                            • Allow customers to choose meeting venue and meeting duration on booking page

                                                                                                              My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these
                                                                                                            • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

                                                                                                              Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
                                                                                                            • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

                                                                                                              I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
                                                                                                            • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                                                                                              Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you
                                                                                                            • Export History timeline

                                                                                                              Hi, I have an idea, bout zoho desk history of the ticket it would be great if the agent or admin of the zoho desk can export the timeline of the ticket history for agent report or on other matter.
                                                                                                            • Desk fails to create a new ticket on Reply email

                                                                                                              When I send a direct email to support@mysite.com, Desk will create a new ticket as expected. When I REPLY to an email sent from support@mysite.com, Desk will NOT generate a new ticket. This is very bad. How can I fix this? Use case: In a separate system
                                                                                                            • Condition based aggregate fields in subforms

                                                                                                              Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.
                                                                                                            • Is there a way to disable the Activity Reminders Pop-Up Window every time I log in?

                                                                                                              Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks Chris
                                                                                                            • Ask the Experts 25: Experience the full spectrum of Zoho Desk’s autumn and spring releases for 2025

                                                                                                              Hello Everyone, We’re on the 25th episode of our ATE series! It's a true milestone in our live community interactions! It’s been an amazing journey since we started in October 2018. Zoho Desk has come a long way, evolving with the support of a wonderful
                                                                                                            • Printing Multi-Page Reports (PDF Export)

                                                                                                              Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience
                                                                                                            • Addin Support in Zoho Sheet

                                                                                                              Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
                                                                                                            • Mass Update of Lookup Fields not possible

                                                                                                              Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
                                                                                                            • Zoho Books | Product updates | November 2025

                                                                                                              Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital
                                                                                                            • Next Page