【開催報告】東京 ユーザー交流会 Vol.3 2025/10/17 Zoho サービスの活用促進を外部ツールとの連携で実現！

【開催報告】東京 ユーザー交流会 Vol.3 2025/10/17 Zoho サービスの活用促進を外部ツールとの連携で実現！

ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。

10月17日(金)に新橋で「東京 ユーザー交流会 Vol.3」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました！
この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊


 

ユーザー活用事例セッション：Zoho Flowと決済システムの連携

 


   


あみろくの岡島さんに、Zoho サービスの活用事例として、Zoho Flow を活用した外部サービスとの連携事例をご共有いただきました。

今回の事例を実現するに至った背景

オンラインサロンを運用しているクライアントから、サイト内のサブスクの決済システムの見直しを依頼されました。
また、決済情報の登録に伴いメルマガの登録なども自動化したいとご要望がありました。



 システム概要

 
システム全体像は、Zoho Forms で作成したWebサイト内に埋め込まれた登録フォームでの入力を起点とし、Stripeのような外部システムを含む複数のサービスへ自動で連携されるように構築されています。


 

※ここからは、会場で実際の画面と挙動を再現したデモを実施いただきました。クライアントさまの関係で、本記事で公開はできかねますので、ご了承ください。

 ​​


お話の中では、Zoho CampaignsやFormsなど複数のZoho サービスを工夫して活用された実例をご紹介いただき、大変貴重な機会となりました！

グループワーク：あなたの 'Zoho の推し'を教えてください！


 

同じテーブルに座っているユーザーさん同士で、お気に入りのZohoサービスや機能を共有していただきました。
  • Zoho CRM のサンドボックス機能が便利。誤操作などを気にせず思う存分に機能を試せます。
  • Zoho Assist が最近良いなと思いました！パソコン操作が苦手な方をサポートする際にとても役立ちました。
  • Zoho Social は、自動で投稿先（例：Instagram）に合わせて画像サイズを調整してくれるので、効率的にSNS投稿が可能です。

Zoho 社員セッション：Zoho CRM を活用した営業業務 効率化 ~キオスクを活用した実例紹介~

ゾーホージャパン 営業部プリセールス所属の樋田から、Zoho CRM のキオスク機能を活用して実現した営業業務（インサイドセールス）の効率化の実例を、実際の画面デモを用いて紹介しました。

 


 

今回の活用事例の背景

前職でユーザーとしてZoho を含むSFAサービスを利用してきた営業経験と、Zoho 入社後に、さらにCRMの活用理解が深まった経験を踏まえて課題を設定しました。


 

 

​
そもそも、Zoho CRM の「キオスク」とは

 

​

キオスクで効率化を図る「業務フロー」

まずは、キオスクで再現できるようにインサイドセールスの日常業務をフローチャートに書き起こしました。


 

 

※会場では、実際の画面を投影しながらデモを実施しました。

​

 キオスクの活用法まとめ

​投影スライド
​​


デモ動画（音声なし）

 

​
懇親会
​
会場では、限られた時間内で話しきれなかった内容について意見を交わしたり、参加者同士が情報交換を行ったりするなど、活発で和やかな交流が広がっていました。

 



お知らせ

次回以降のユーザー交流会は、以下の通りの開催を予定しています！
2025年のユーザー交流会は、あと3回です！「今年はまだ参加できてない」という方も、ぜひご参加お待ちしております✨
 

すべて参加無料です！

【残り3枠】ユーザー同士で課題解決　Zoho ワークアウト

開催日時：10/31（金）14:00〜16:00 @ オンライン (Zoom)

 

今後取り扱ってほしいトピックや、今回参加した感想などを本投稿のコメント欄にいただけると励みになりますので、ぜひお願いします！

 

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

 

 






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