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
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Ritu Sharma Sewda
jherstek
Denette
Ishwarya SG
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 numbersFunction #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 justZoho 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 practicalCRM 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,
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Showing description in timesheet and timelogs.
I am wondering if it’s possible in version 5 of Zoho People to have the description show by default or with a manipulation on the user’s part. Let me show you what I mean. As you can see this is the view for the users. Now if they want to see the fullDirect “Add to Google Calendar” Option in Zoho Meeting
Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement related to the “Add to Calendar” functionality in Zoho Meeting. Currently, when we open Zoho Meeting and view our meetings under My Calendar, there is an Add toAdd Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)
Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk
Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to yourWorkaround: openURL in Blueprints - An alternate approach
There is a roundabout way to open a URL in blueprints after a save event. By using the 'onBeforeMandatoryFormSave' in Client Script, you can open an external URL. Now, the problem is, this is designed to be run BEFORE the blueprint is saved, not after,MTD SA in the UK
Hello ID 20106048857 The Inland Revenue have confirmed that this tax account is registered as Cash Basis In Settings>Profile I have set ‘Report Basis’ as “Cash" However, I see on Zoho on Settings>Taxes>Income Tax that the ‘Tax Basis’ is marked ‘Accrual'Migrate file from Single File Upload to Multi File Upload
Dears, I have created a new field Multi File Upload to replace the old Single File Upload field. I'd like to ask you guys what is the best way to migrate the files to the new field?Open "Live Chat" from a hyperlink?
Hi, I often write paragraphs and text on our company website, and usually say you can get in touch with us via live chat. Can the chat window be triggered to pop open without clicking the chat graphic in the bottom window, and use it in a hyperlink? ie:Zoho Sites search box
Is there a Search box that can be added to a Zoho site? It would be for searching within the site only.What stops me from packaging and shipping an order when the inventory is negative?
It seems if the inventory value is negative, that Zoho Inventory should not allow me to create a Package and Ship it. But, there seems to be nothing to stop me from doing that other than when I go to physically package the item and realize that there is no stock. There also seems to be nothing on the screen that even indicates to me that I should not package and ship. To me this is the fundamental point of an inventory system. Am I doing something wrong?Conditional formatting based on another field
Hi I have two fields on my form stage 1 complete and stage 1 deadline. I am trying to setup conditional formatting so that if stage 1 complete is after stage 1 deadline the record is highlighted in red. I need both stage 1 complete and stage 1 deadlineZoho Books | Product updates | October 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, AppleIs there API Doc for Zoho Survey?
Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. ThanUsing IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configureThe sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.
Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the deliveryChanging a Single-Line Text field into a Multi-line Field without losing data
Is it possible to change a Single-Line Text field into a Multi-line Field without losing data. I have a module with data for which I would like to change a single-line field into a multi-line field but I'm worried it might delete the pre-existing daWebhook - Google Sheets
I have 2 forms that are both integrated with Google Sheets. I've set up a webhook to pull form 1 data from Google Sheets to prefill data in Form 2. The issue I have is that the forms name fields are First Name & Last Name but the Google sheets integrationVerified Mark Certificate
Hello Dears, Can anyone help and check my mail or direct me to the desired person who can add the verification tag to my mail https://www.zoho.com/blog/mail/email-authentication-with-bimi.htmlAppointment booking is temporarily unavailable
Embeded Zoho booking page in my WordPress website. When someone starts a booking, after choosing time and date, an error appears before payment - "Appointment booking is temporarily unavailable due to restricted settings." Used the embeded code givenCannot connect to 365 business calendar and Teams, says personal but it is not.
hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks itsLimited review (/questions) for Bookings 2.0
Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularlyZoho Bookings - Reserve with Google
Does Zoho Bookings plan to to integrate with Reserve with Google?Tip #3: How to change your booking page language
Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let'sBigin Android app update: Alerts while creating tasks outside of working days, conflicting events and calls.
Hello everyone! In the most recent version of the Bigin Android app, we have brought in support to display an alert if task is being scheduled outside of the working days. Also, when scheduling an event or call in the Activities module, a conflict alertBigin update: Link email messages to pipeline records.
Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associatedBigin Android app update: Custom buttons and widgets
Hello everyone! We are excited to introduce custom buttons and widgets on the Bigin Android app. Widgets: A widget is a customizable UI component in Bigin that improves efficiency and user experience. It lets businesses embed components, streamline interactions,Biometric Access Support on Zoho Vault Desktop App
Is there any plans to add biometric authentication (fingerprint, face recognition) for Vault desktop apps (Windows/macOS) to enhance security and ease of access. I would love to hear other members view on thisZoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?Zoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.Collective-booking event not added to all staff calendars
We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: itProject Management Bulletin: October, 2025
Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project managementEmail Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members
Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within yourZoho Sheets saying locked when not locked
Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.Identifying and Merging Accounts with Similar (Non-Exact) Names
Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of theOption for super admin to recover the deleted chats in Zoho Cliq
Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform
Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho SurveyI am trying to integrate my module in sandbox environment to add data via API
I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"Setting up primary mobile number.
Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.Add Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! ChadZoho sheet for desktop
Hi is zoho sheets available for desktop version for windowsNext Page