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.
    • 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,
      • Recent Topics

      • Domain restriction for User Management actions in Zoho One

        Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organization
      • Zoho Mail iOS app update: Signature

        Hello everyone! In the latest version(3.1.7) of the Zoho Mail app update, we have brought in support to create, edit and remove signature within the app. You can create signature from the compose screen as well as from within the Settings module(inside
      • Desktop app doesn't support notecards created on Android

        Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
      • Approval Button in Subform

        Hi Team, I’m working on a subform-based requirement where users will submit requests, and these requests must go through approval by multiple team managers. Each line item in the subform needs to be individually approved or declined based on the user's
      • Setting checkbox value on template in Sign from Creator

        Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":
      • Zoho Projects - Unread Comment Icon

        Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed
      • Zoho Projects - Update Feed via API

        Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you
      • Automated log-out/session end

        I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 
      • Subform auto populate values

        Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records from
      • What is New in CRM Functions?

        What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.
      • Gantt Chart - Zoho Analytics

        Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
      • WhatsApp Calling Integration via Zoho Desk

        Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
      • Identify long running sync jobs/tables

        My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersome
      • Temporarily rate limited due to IP reputation.

        We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster
      • Associate emails from both primary and secondary contacts to deal

        We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks
      • New integration: Zoho Sign for Zoho Projects

        Hey there! We’re excited to announce the brand-new Zoho Sign integration for Zoho Projects! With this integration, users can now send documents for signatures, track their progress, and manage approvals—all without leaving Zoho Projects. This bridges
      • Update to attachment display in ticket threads

        This enhancement will provide faster access for support teams and end-users, significantly boosting productivity for everyone. Get ready for a more efficient and satisfying experience! Immediate benefits Faster ticket rendering reduces wait times and
      • Narrative 15: Blueprint - Automate, guide, and transform your support processes

        Behind the scenes of a successful ticketing system: BTS Series Narrative 15: Blueprint - Automate, guide, and transform your support processes Even organizations that deliver quality products and services can face low customer satisfaction when their
      • Different MRP / Pricing for same product but different batches

        We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
      • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

        Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
      • Refresh frequency

        Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but
      • Refund

        My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before
      • Calling Function via REST API with API Key gives 401 using Zoho Developer

        Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer
      • Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

        Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.
      • Embed CRM record images in email templates

        I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I
      • Assign multiple departments to multiple helpcenters

        Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help
      • Zoho Desk Training

        Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?
      • PO Based Advance payment to Vendor

        We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.
      • How to get Quickbooks Desktop Info into Zoho?

        Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do
      • ZeptoMail API Request

        We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is
      • Mass import of documents into Zoho Writer

        I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:
      • Add home page or dashboard in CRM customer portal

        is it possible to add home page or dashboard in CRM customer portal?
      • User Tips: How to change the the label display name of a system defined field

        Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option.  However with a simple hack you can edit any system defined
      • Search not working!

        I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?
      • Zoho CRM Community Digest - October 2025 | Part 1

        Hello Everyone! Here's a quick recap of first two weeks of October! Product Updates: Zoho CRM Android App Update: Surveys, Blueprints, and Smarter Mobile Features! Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your
      • Automate onboarding emails with CRM Workflow and Accounts module

        We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,
      • Important update: Enhanced security measures for account operations in Zoho Cliq

        Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these
      • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

        find attached extract of my report
      • No Functional Autosave or Manual Save Button

        Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried
      • Enterprise subscription support

        My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription
      • Next Page