【開催報告】オンライン ユーザー交流会 8/3（木）

【開催報告】オンライン ユーザー交流会 8/3（木）

皆さま、こんにちは。コミュニティチームの中野です。

 

8/3（木）にオンラインにてユーザー交流会（Meetup）を開催しました。

本投稿では、その様子をお届けします。

 


 

Communicatio 岡安 裕一さんによるユーザー事例セッションのほか、6月開催のユーザー交流会同様に、弊社技術部によるZoho CRM のアップデート情報を解説するZoho セッションを実施。お楽しみ会は、参加者同士で日々の取り組みや活用方法について共有し合う、「Zoho プチ自慢大会」を行いました。

 

当初予定していた札幌開催から、諸事情により開催形式をオンラインに変更しました。リアル開催を楽しみにしていた方々、申し訳ございませんでした。

登壇いただいた岡安さん、そして参加いただいたZoho ユーザーのみなさん、ありがとうございました！

 

 

事例セッション

 


 

取り上げたトピック *一部抜粋

 

・Zoho CRM　

　商談タブの「ステージ」ごとの確度を計算しボトルネックを明らかに。

・Zoho Analytics

　受注率、失注率、確度の計算用のサンプルレポート共有。

 スナップショット機能の紹介（ある時点でのデータを保持し、週ごと、月ごとの変化を比較できる）

 

 

Zoho セッション

 


 

Zoho CRM のサポート窓口へのよくある問い合わせや、アップデート情報について解説しました。

 

取り上げたトピック *一部抜粋

機能紹介：ワークフロー

ルックアップのフィルター　など

 

 

お楽しみ会（Zoho プチ自慢大会）　

 

参加ユーザーさんの普段の取り組みや、おすすめの活用方法などを共有し合う、プチ自慢大会を実施しました。

当日の作品を一部、こちらで紹介します。

 ・Zoho Campaigns でメールマガジンの運用に取り組んでおります。 

 ・Zoho Books でクレジットカードや銀行口座のCSVリストの消し込みをできるようになりました。 

 ・Googleスプレッドシートに作成した売上予算をZoho Analytics に連携して、予実管理を簡単にできる仕組みを作成しています。 

 ・Zoho Forms にサブフォームを活用することにチャレンジしています。 

 

最後に

 

今後もこのようなユーザー交流会や、課題解決型のワークショップイベント 「Zoho ワークアウト」を引き続き開催していきますので、ぜひご参加ください。

（次回のZoho ワークアウトは8/22に開催します）

 

次回のユーザー交流会・東京開催については、10月27日（金）にハイブリッド形式にて開催を予定しています。詳細が決まり次第あらためてお知らせします。

前回の東京開催の様子はこちら

 

今後ともZoho コミュニティをよろしくお願いいたします！

 

ゾーホージャパン コミュニティチーム

 




      • Sticky Posts

      • 【6/22〜6/24開催】Zoho CRM 管理者向けトレーニングのご案内

        「Zoho CRMを導入したばかりで、初期設定や基本操作に不安がある」、「短期間で基礎から理解を深め、運用開始までをスムーズに行いたい」「Zoho CRMを基礎から再度学び直したい」といった課題や要望をお持ちの管理者に向け、Zoho CRM 管理者向けオンライントレーニングを実施します。 2022年6月の開催回よりトレーニング内容を刷新し、有償にて実施いたします。   ─────────────────────────────────── ＞詳細・お申し込みはこちら：https://www.zoho.com/jp/crm/crmtraining/

      • 【12/17(金)Meetup開催】参加者にはノベルティプレゼント！Zoho サービス相談会/情報交換会もあります

        こんにちは、Zoho Japan コミュニティチームの今成です。 12月17日（金）16:00から、今年最後のMeetup(ユーザー交流会)を開催します！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol4/ 前半は今年9月にZoho サービスを導入したユーザー様のセッションとして、現状の利用状況とこれからどのようにZoho サービスを利用していくか、これからの構想談をお話いただきます。 後半では、Zoho CRM

      • 【6/29(火) 初心者向け】カスタム関数勉強会のご案内

        先日のMeetupでも告知しましたが、以前より多くのユーザーさまからご要望いただいていたZoho の「カスタム関数」に関する基本の勉強会を6/29(火) 17:00に、開催します！ 関数の基本的な書き方や、Zoho CRM で活用できる関数例のデモなどについて、Zoho の技術メンバーがわかりやすく解説します。 関数の基本を掴みたい方はぜひ、ご参加くださいませ。 ＞＞申し込みはこちら：‌attend.zoho.com/luy0 以下詳細です。 ーーーーーーーーーーー 日時：6月29日(火) 17:00~

      • 【3/19(金)】Meetup(ユーザー交流会)開催のご案内。Zoho CRM ユーザー事例やZoho Sign の紹介、Zoho CRM 相談会など

        こんにちは、Zoho Japan コミュニティチームの今成です。 2021年1回目となるMeetupを、3月19日（金）16:00~ 開催いたします！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanOnlineMeetup2021vol1 毎回好評のZoho ユーザーさまによる活用事例をはじめ、Zoho の電子署名ツール「Zoho Sign」の製品デモや、グループディスカッションをご用意しています。 前半/後半のみのご参加も可能ですので、お気軽にご参加ください！

      • 【12/17(木) 16:00-】ユーザー同士で情報交換を行う、グループディスカッションもあります。オンラインMeetup Vol.4 開催のお知らせ

        Zoho コミュニティチームの今成です。最近寒くなってまいりましたが、みなさまいかがお過ごしですか？ Zoho Japan Communityでは、今年最後のオンラインMeetup（ユーザー交流会）を開催いたします！以下、詳細のご案内です。 ーーーーーーーーーーーーーーーーーーーーー ＜日時＞2020年12月17日(木) 16:00-18:00 ＜参加費＞無料 ＜開催方法＞オンライン ＜概要＞ 前半（16:00〜17:00）  自社活用事例「Zoho 社員は、1日の中でどのサービスをどれくらい使っているのか」（ゾーホージャパン株式会社　コミュニティチーム）

        • Recent Topics

        • AddHour resets the time to 00:00:00 before adding the hour.

          Based on the documentation here: https://www.zoho.com/deluge/help/functions/datetime/addhour.html Here's my custom function: string ConvertDateFormat(string inputDate) { // Extract only the date-time part (before the timezone) dateTimePart = inputDate.subString(0,19);

        • WhatsApp Link is not integrating

          Hello, I am using zoho flow. when new row added in google sheet it sends email to respected person. In email body I have a text "Share via WhatsApp". behind this text I putted a link. But when the recipient receives email and wants to share my given info

        • Zoho flow - Webhook

          If I choose an app as a trigger in Zoho Flow, is it still possible to add a webhook later in the same flow?

        • Zoho Flow + Bigin + Shopify

          We are testing Zoho Flow for the first time and want to create a flow based in first purchases. When a client makes his first order, we're going to add the "primeiracompra" (first order) tag to his account in Shopify (it's not efficient, but that's the

        • Is it The Flow? Or is it me?

          I want to do some basic level stuff, take two fields from a webhook, create a zsheet from a template using one field with date appended, create a folder using both fields as the name, and put the zsheet into that folder. I was going to elaborate - but

        • Having problem with data transferring from Google sheet to ZMA

          When connecting Google sheet with Zoho marketing automation it is having the email as a mandatory field. Can I change it as non-mandatory field or is there any other way to trasnfer data from google sheet to ZMA. I have leads which we get from whatsapp,

        • Dropbox to Workdrive synchronisation

          I want to get all the files and folders from Dropbox to Workdrive and each time a new file or folder is added in dropbox i want it to be available in Workdrive and wise versa. Sync Updates to Files Trigger: "File updated" (Dropbox). Action: "Upload file"

        • Microsoft Planner Task to Service Desk Plus Request - error n4001

          Hi there. I'm trying to create a flow that will create a new request in ServiceDesk Plus when a new task is created in Microsoft Planner. I have succesfully connected both Planner and ServiceDesk Plus, and have configured the 'create request' section

        • Trailing Space in "Date and time scheduled "

          I am trying to use the Zoho Projects - Create event action in a flow. It is failing with the output error as: "Action did not execute successfully due to an unknown error. Contact support for more details." The input is: { "Duration - Minutes": 30, "Project":

        • Project name by deal name; project creation via flow

          Hello, I want to create a project in zoho projects using flow by a trigger at the crm. My trigger is the update of a deal (stage). The project name should be the account name/ deal name. But I dont find the solution to it. Can you please give me the answer

        • Slack / Zoho Flow; Repl

          I am trying to add a comment in a zoho ticket when someone reply's to a message in a thread. The Message posted to public channel trigger doesn't seem to pick up thread messages. I also cannot use the thread_ts field as it doesn't seem to pull that in.

        • Get Holiday ready with Zoho Mail's Templates

          As the holiday season approaches, it’s time to step away from work and unwind. You may not be able to respond to every email or send individual messages to wish everyone holidays greetings—but It is still important to stay connected. How do you send thoughtful

        • Customize folder permissions in a Team Folder in a Team Folder via zoho Flow

          HI All, on the nth level folder of a team folder I would like to Customize folder permissions when it's created in the flow of Creating folders. That last level I only want to grant access to a specific group, goup ID 201XXXXXXXX. Can you help with a

        • Associating a Candidate to a Job Listing

          Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specific

        • Automate reminder emails for events

          Hi team, I am trying to automate send event reminders via zoho campaign to my attendees 1 day prior to my scheduled events. I used zoho flow, autoresponder in zoho campaign, as well as I used workflow and automation - but none of these methods are working.

        • Update related module entry Zoho Flow not working with custom module ?

          Hi everyone. I am facing an issue here on Zoho Flow. Basically what I am doing is checking when a module entry is being filled in with an Event ID. Event is a custom module that I created. If the field is being filled in I fetch the contact with its ID

        • How to disable time log on / time log off

          Hi We use zoho people just to manage our HR Collaborators. We don't need that each persona check in and out the time tracker. How to disable from the screen that ?

        • Dealing With One-Time Customers on Zoho Books

          Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I

        • Zoho Flow - Add to Google Calendar from trigger in Zoho Creator App

          Hello! New to Zoho Flow, but I believe I have everything setup the way it should be however getting an error saying "Google Calendar says "Bad Request". Any idea where I should start looking? Essentially some background: Zoho Creator app has a trigger

        • Email authentication

          أريد التحقق من البريد الإلكتروني

        • What’s New in Zoho Analytics – December 2025

          December is a special time of the year to celebrate progress, reflect on what we have achieved, and prepare for what’s ahead! As we wrap up the year, this month’s updates focus on refining experiences, strengthening analytics workflows, and setting the

        • Marketing Tip #12: Earn trust with payment badges and clear policies

          Online shoppers want to know they can trust your store. Displaying trust signals such as SSL-secure payment badges, return and refund policies, and verified reviews shows visitors that your store is reliable. These visual cues can turn hesitation into

        • The improved portal experience: Introducing the template view for inventory modules, enhanced configurations, and PDF export support

          Availability: Open for all DCs. Editions: All Hello everyone, You can now achieve a seamless, brand-aligned portal experience with our enhanced configuration options and the new template view for inventory modules. Your clients will now be able to view

        • Zoho Analytics Bulk Api Import json Data

          HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance on

        • Project Management Bulletin: December, 2025

          The holiday cheer is in the air and it’s time to reflect on the year that was. At Zoho PM Suite, we've been working behind the scenes on something huge and exciting all year and now we are almost ready—with just a bit of confetti—for our grand release

        • Inventory batch details

          Hi there, I'm trying to get the batch details of an item, here's what I've done so far. I've sent cUrl request to the below endpoint and I get a successful response. Within in the response I find the "warehouses" property which correctly lists all the

        • Auto check out after shift complete

          i'm just stuck here right now, i wanna know how to do this thing, now tell me, how can i configure a custom function that runs after complete shift time if employee forget to check-out ?

        • How to create a flow that creates tickets automaticaly everyday based on specific times

          Hi guys Does anyone know how to create a flow that will create tickets automaticaly in ZOHO Desk when a certain time is reached. Im havin a hard time configuring a flow that will create tickets automaticaly everyday during specific hours of the day For

        • ZOHO FLOW - ZOHO CREATOR - ZOHO WRITER : Get Related records

          Bonjour, J'ai besoin que vous m'ajoutiez la solution "Get related Records" dans la liste de choix de zoho creator (sous Zoho flow). En effet, j'ai besoin de récupérer les champs d'un sous formulaire pour l'ajouter à l'impression de mon document. Mer

        • Will zoho thrive be integrated with Zoho Books?

          title

        • Connecting email for each department in ZohoDesk

          Hi! Could someone help me to go through connecting emails for each department?

        • How do I trigger a Flow based on a campaign response?

          Is there a way to trgiider a Zoho Flow based upon a lead opening an email sent via Zoho Campaigns? I see that the data is recorded in the 'Campaigns' section of Zoho CRM under 'Member Status' and I want to trgigger a flow based upon that record changing.

        • All Zoho Flows are filtered

          My two flows operate perfectly when I run them as a test, but when they're activated each run ends with a status of neither success, nor fail, but filtered. I haven't set up any filters. I don't see where to turn off filters. When I test run on a sequence

        • Creating Multiple Items on Sales Order

          Hi, I’m trying to automate some processes using Zoho Flow, specifically the creation of sales orders in my Zoho Inventory. However, Zoho Flow's Create Sales Order function can only add one item. I would like to include multiple items in a single sales

        • Problem Connection from Zoho Flow and Gravity Form

          I obtained my API key from Gravity Forms via WordPress. However, when I enter my Zoho Flow, it states: Gravity Forms says, 'You are not authorised to access the API." I tried recreating a new API key, but it is still not working.

        • Eventbrite Email Field in Zoho Flow Returns "Info Requested" Instead of Actual Email

          Hi Zoho team, I'm using Zoho Flow to connect Eventbrite with Zoho CRM. My goal is to automatically add event attendees as leads in Zoho CRM. I’ve set up the flow and mapped the ${trigger.profile_email}} field to the Email field in CRM. However, I'm running

        • "Invalid value passed for Product ID" Error in Zoho Flow "Create Sales Order" Node

          Hello Zoho Community, I’m facing an issue with Zoho Flow while trying to create a sales order in Zoho Inventory using the "Create Sales Order" node. Here’s a detailed explanation of my setup and the problem: What I’m Trying to Achieve I’m building an

        • Associating Project with an Account via Flow

          I'm using flow to create a Project based on a Deal status update using flow. The fields exist to pass the Account Name through properly, but when you view the Projects module in a CRM Account Record it doesn't automatically associate the new Project Record

        • How to follow up a member in a meeting?

          Hello, I make weekly meeting online with a lot of people. I want(I've been using calendly to do it). I want to do a follow-up to it. I want to send messages via Zoho-flow to all the member that participated in the meeting. How can I do it?

        • Setting Delays in Invoice Reminder Flow

          I am currently working on a flow that sends reminders for unpaid invoices. The flow is designed to delay actions until specific intervals before the due date: A reminder should be sent 7 days before the due date. A second reminder should be sent 3 days

        • Next Page