データサービスより無料セミナーのご案内※好評につき再度開催!※【管理者ユーザー必見!】もっと早く知っていれば…。 効果があったZohoCRM自動化設定厳選3選! ~かんたん設定で業務をスリム化~

データサービスより無料セミナーのご案内※好評につき再度開催!※【管理者ユーザー必見!】もっと早く知っていれば…。 効果があったZohoCRM自動化設定厳選3選! ~かんたん設定で業務をスリム化~

管理者ユーザー様向けセミナーのご案内です。
毎回満席になる人気セミナーですので、お早目にお申込みください。



ZOHO CRMが管理者でチューニングできる部分は数多くありますが、
きちんと使いこなせているZOHOユーザーは多くありません。労働人口が減少傾向になっている今、
働き方改革が急務である今、
さらにチーム内の業務をスムーズにしていく必要があります。

目に見えて効率化していく方法としてはまずは、自動化。
自動化は時間の短縮のみならず、ミス低減の効果もあります。
来年の東京オリンピックに向けて実用化が現実になりつつある自動車の自動運転でも、
運転手がいない分、助手席で電話やお仕事、睡眠などができる効果もありますが、
それ以上に交通事故の大幅な減少が見込まれています。
効率化とヒューマンエラー低減、両方とも一度に解決できるのが自動化の効果なのです。
Zoho CRMでもいくつかの自動化設定があります。
今回は特に好評価をいただいている自動化サービスの中から、上位3機能を厳選して、
トレーニング形式でセミナーを行います。是非普段お使いのPCをお持ちの上ご参加ください。

メインの内容としては
・ワークフロー
・定期レポート
・レイアウトのルール(エンタープライズプラン)
となります。

————————————————————————————–
<こんなお悩みをお持ちの方は是非ご参加ください!>
●チームメンバー全体の作業効率を上げたい。
●期間をおいたリマインドの設定をしたい。
●毎月の活動推移を翌月の初日に確認したい。
●チームメンバーの負担を減らしたい。
●タイミングよく対応しなければいけないのにチャンスを逃してしまう。
————————————————————————————–
日時:2019年11月14日(木)15:30~(受付15:15~)
場所:株式会社データサービス 本社 大会議室
住所:東京都新宿区西新宿3-20-2 東京オペラシティタワー39階
アクセス:京王新線初台駅 直結
定員:10名

◆プログラム内容◆
15:30-17:00 セミナー「もっと早く知っていれば…。効果があったZohoCRM自動化設定厳選3選!
                           ~かんたん設定で業務をスリム化~」
17:00-17:15 質疑・応答
17:15-    個別相談会(希望者)

10社様限定とさせていただいております。お早目に御申し込みください。
ご自身のノートパソコン等をお持ちいただけるよう、電源をご用意しております。
当日お使いいただけるWi-fiをご用意しております。
皆様のご来場、心よりお待ち申し上げております。




        • Recent Topics

        • Cannot connect to imap.zoho.eu on iOS26

          Hey, I recently migrated to another iPhone and since then use iOS26. Every since then, I was not able to connect to "imap.zoho.eu" from Apple Mail. I tried deleting the account and adding it again, did not work. I tried creating an app password, didn't
        • Personalize your booking pages with Custom CSS

          Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,
        • Marketer's Space: Plan smarter with Zoho Campaigns' Calendar

          Hello Marketers, Welcome to another post! Today, we'll talk about a discreet yet significant feature that's neatly tucked inside Zoho Campaigns: the calendar. It might look like an optional but somewhat unnecessary feature that you can use occasionally,
        • User

          If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?
        • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

          Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
        • Outlook - Zoho CRM Calendar Integration

          I'm facing an issue integrating Outlook with Zoho CRM. Has anyone successfully connected their Outlook to Zoho, and are all your meetings and emails being captured correctly in the CRM? Any insights or troubleshooting tips would be appreciated
        • 【Zoho CRM】ポータル機能のアップデート

          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。 今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。 ポータル管理の新機能「自動招待」により、Zoho CRMからポータルへの招待を自動化できるようになりました。これまで必要だった、ユーザーごとの手動設定は不要になります。設定した条件に基づいて、対象ユーザーに自動で招待が送信されます。 ポータルの新機能 条件に基づく自動招待:指定した条件を満たすユーザーに、自動で招待を送信 招待設定:招待メールの言語を選択し、言語ごとに条件を設定可能
        • Contact data removes Account data when creating a quote

          Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
        • I need to know the IP address of ZOHO CRM.

          The link below is the IP address for Analytics, do you have CRM's? IP address for Analytics I would like to know the IP address of ZOHO CRM to allow communication as the API server I am developing is also run from CRM. Moderation Update: The post below
        • Email was sent out without our permission

          Hi there, One customer just reached out to us about this email that we were not aware was being sent to our customers. Can you please check on your end?
        • Export all of our manuals from Zoho Learn in one go

          Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah
        • Automation#31: Automate Splitting Names for New Contact Records

          Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,
        • Automatically remove commas

          Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom
        • Transfer ownership of files and folders in My Folders

          People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there
        • Project Change Orders and Additions

          We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out
        • ZOHO Desk - Description of slave ticket disappeared after Merge

          Dear Support, On Zoho Desk the description of a ticket disappeared after merging two ticket. The one which was the slave one completely disappeared. The problem that in this description there was an image which i had only on Desk in that ticket. Could
        • How do I insert a cross-reference link to a different section within one Knowledge Base article using Zoho Desk?

          I would like to insert a link within a Knowledge Base article to a different section of that same article. The section I want to link to is formatted with the Heading 3 style and is displayed within my TOC. However, I do not see any way to add a link
        • Problem Adding Facebook Account

          Hi, I'm new here, I'm having trouble setting up my Facebook account as a social channel. I think the issue is down to how my Facebook is set up, which is pretty confusing. I have a personal Facebook account (let’s called it A) which is my main Facebook
        • Zoho Desk Teams App is not loading

          Hi Zoho Desk support. Need an assistance on the Zoho Desk Teams app. Once I click View Ticket, it isn't showing anything. Kindly refer to attached: ZohoDesk Teams App_View Ticket Error.jpg For our Dashboard, we are still experiencing the same issue. Kindly
        • About Meetings (Events module)

          I was working on an automation to cancel appointments in zoho flow , and in our case, we're using the Meetings module (which is called Events in API terms). But while working with it, I'm wondering what information I can display in the image where the
        • Zoho People - Retrieve the Leave Details - get("LeaveCount")

          Hi, Zoho People I need to collect all of an employee's leave requests for the calendar year and check how many half-days they have taken. If I run the script on the query he just modified, I can retrieve the information related to that query and use the
        • 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
        • Which WhatsApp API works seamlessly with Zoho CRM?

          I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:
        • Allow people to sign a zoho form by using esign or scanned signature

          Allow people to sign a zoho form by using esign or scanned signature
        • Button to Reapply Filters on Sheet(s)

          I wrote a macro that I attached to a button to reapply the filters on all my sheets and it says it works, but it doesn't actually do anything. What is wrong with it? Is there another way? Or even make it work for one sheet? Sub UniversalFilterRefresh()
        • Integrate Multiple ZohoBooks organization with zoho projects

          We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a
        • Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

          Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services
        • Flexible Partial-Use Coupons (Stored Value Credits)

          Subject: Feature Request: Ability for users to apply partial coupon balances per transaction Problem Statement Currently, our coupons are "one-and-done." If a user has a $50 coupon but only spends $30, they either lose the remaining $20 or are forced
        • Unable to Assign Multiple Categories to a Single Product in Zoho Commerce

          Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one category
        • How do I add todays date to merge field

          I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? John
        • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
        • Tracking Emails sent through Outlook

          All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
        • Whats that

          Price?
        • The same Contact associated to multiple Companies - Deals

          Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of the
        • Convert invoice from zoho to xml with all details

          How to convert an Invoice to XML format with all details
        • Portals-Adjust Column Sizes

          I am trying to adjust the column widths in Portals tabs. Columns that don't need to be wide are wide and longer ones are very short. I thought adding more to the digits box in Edit would widen them, but it doesn't. Anyone know how to adjust these?
        • Add link/button to open approved record from approval list and detail views?

          Hi, How do I allow users to click on an approval record and open that submission? For example, userA submits a quotation then userB approves/rejects. They both can see the quotation on "completed task" list & detail views, but there's no way for them
        • record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books

          record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books headermap = Map(); headermap.put("X-ZOHO-Execute-CustomFunction","true"); response_inv = invokeurl [ url :"https://www.zohoapis.com/books/v3/invoices/fromsalesorder?salesorder_id="
        • Prevent editing of a record after getting approved/rejectedr

          Hi, I'd like to block any user from editing a record after it was approved or rejected, how can I do that?
        • Formula Field/Campo de Fórmula

          Hello everyone, I have a purchase requisition form in which each department submits a request, and the request is automatically routed to the person responsible for that department. In this form, I have several fields with the following link names: Quantidade1,
        • Next Page