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.

    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

                                                          • 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,


                                                          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 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

                                                                                                          • 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
                                                                                                          • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                            The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses
                                                                                                          • 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
                                                                                                          • Published Course Not Reflecting In Hub

                                                                                                            Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missing
                                                                                                          • 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?
                                                                                                          • Support “Never End” Option for Recurring Meetings in Zoho Meeting

                                                                                                            Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.
                                                                                                          • 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
                                                                                                          • Is it possible to pull the Zoho desk data into Zoho analytics in real time

                                                                                                            Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?
                                                                                                          • Item Details Field - New Barcode / Document option?

                                                                                                            Is this a new feature??? its in both books and inventory.
                                                                                                          • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                            Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                          • Introducing the revamped What's New page

                                                                                                            Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
                                                                                                          • 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
                                                                                                          • Nouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA

                                                                                                            Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions
                                                                                                          • Canvas View in Zoho Recruit

                                                                                                            Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
                                                                                                          • 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. 
                                                                                                          • How to go to the next open ticket in the queue when agents closes ticket

                                                                                                            Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?
                                                                                                          • How to Automate Email Sequence

                                                                                                            I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be
                                                                                                          • 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
                                                                                                          • Turning off the new UI

                                                                                                            Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
                                                                                                          • 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.
                                                                                                          • Create custom rollup summary fields in Zoho CRM

                                                                                                            Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
                                                                                                          • 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
                                                                                                          • Empowered 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 individuals
                                                                                                          • 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
                                                                                                          • Workflow workdrive rollout

                                                                                                            Hi! When will workflow be rolled out to all users? Thanks.
                                                                                                          • Task Due Date greater than 10 years.

                                                                                                            We use recurring tasks in Projects where every week, month, year etc Some of our projects are greater than 10 years and we are unable to set a new due date because the difference between start date and due date is greater than 10 years. As an example
                                                                                                          • Zoho Analytics - Make text clickable in underlying data

                                                                                                            Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on the
                                                                                                          • Custom Modules - Where are Comments??

                                                                                                            In the standard ticket module and in the tasks module, we have an interactive comment box that we can post important details/notes and can tag others if needed. Where is this functionality for Custom Modules? Ideally, custom modules would have very similar,
                                                                                                          • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

                                                                                                            Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
                                                                                                          • ZOHO TEAM INBOX Calendar Integration

                                                                                                            The Problem: Clients send meeting invitations to our TeamInbox address. TeamInbox receives these invites, but we cannot accept them. We do not use individual inboxes for transparency purposes. Ideal Solution: A way to accept calendar invites sent to our
                                                                                                          • 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
                                                                                                          • Next Page