Zoholics Europe 2025: Unlocking the Power of Zoho CRM : A Hands-On Workshop

Zoholics Europe 2025: Unlocking the Power of Zoho CRM : A Hands-On Workshop


Why should you attend?

At Zoholics Europe 2025, Zoho’s official user conference, you’ll have the opportunity to connect directly with experts and explore powerful tools that help businesses elevate customer experiences. Be sure to attend one of the most sought-after sessions: an engaging, hands-on workshop centered on optimizing customer relationship management through workflow automation, business pipeline management, report analytics, and much more—all powered by Zoho CRM.
All participants, attending the workshop will receive a Zoho Course Completion Certificate, and those who pass the certification exam will receive an Official Zoho Certification—an addition to your professional portfolio.
Beyond the training, the workshop offers a collaborative learning environment, guided by Zoho CRM experts who’ll share valuable tips, use cases, and best practices. It’s also a chance to network with peers, connect with Zoho professionals, and be part of a growing community of builders transforming their organizations with Zoho CRM.
There are five Zoholics venues across Europe to choose from, so sign up for the event that appeals most to you. Details are shared below:
Zoholics UK - Details
Zoholics DACH - Details
Zoholics Benelux - Details
Zoholics Espana - Details
Zoholics France - Details

Topics We’ll Cover during the Workshop

Module - 1: Setting up the Base: Users and Channels
A solid CRM foundation begins with the proper setup. In this session, you'll learn about Roles, Permissions, Calendar, Email, and Lead Channels in Zoho CRM to help you get started on the right track.
Module - 2 & 3: Configure and Customize: CRM Essentials - Part I & Part II
Make your CRM work the way your business does. In this session, we’ll dive into Zoho CRM customization, helping you align your CRM setup with your business processes for a more intuitive and personalized team experience.
Module - 4: CRM Unmanned: Breaking Down Automation
Streamlining your CRM processes is vital. This session focuses on Workflows and Cadences to help you automate key tasks, accelerate follow-ups, and lead users through clear processes. Learn how to reduce manual workload and optimize your CRM with smart automation.
Module - 5: Sale Simplification: CPQ and Wizards
Discover the power of Zoho CRM’s CPQ and Wizards to automate configuration, pricing, and quoting, simplifying your sales cycle. This session will guide you through streamlining product selection and creating accurate quotes easily for a more efficient sales process.
Module - 6: Connecting the front and back offices : Democratizing Zoho CRM
Learn how connecting front and back office functions in Zoho CRM creates a unified experience. By democratizing CRM access, all teams are empowered to collaborate more effectively, enhance data flow, and make smarter decisions across the organization.
Module - 7: Key to Business Pipeline Management
Every business follows a step-by-step process, so it’s crucial that your CRM is configured to match it. Gain insight into the CRM’s process management features designed to support and streamline your workflow.
Module - 8: Plot your Customer Journey: From Signup to Success
Unlock the power of Zoho CRM’s Journey Builder to map and automate each step of your customer’s journey. From initial onboarding to sustained engagement, discover how to craft personalized, smooth experiences that enhance customer satisfaction and fuel business growth. Perfect for businesses focused on improving customer lifecycle management with smart automation.
Module - 9: Tailoring your Zoho CRM : Truly making it your own
Boost your Zoho CRM capabilities with Kiosk Studio, a versatile tool for building interactive, easy-to-use custom screens. Learn how to design self-service kiosks customized to your business requirements, allowing your employees to interact with your CRM effortlessly. With no coding needed, you can create dynamic interfaces that simplify processes, automate tasks, and enhance data accuracy—turning your CRM into a highly efficient, self-sufficient solution.
Module - 10: Uncover Secrets: Reports and Analytics
Picture the advantage of understanding your customers beyond what meets the eye. Explore the deeper dimensions where raw data evolves into actionable intelligence that drives smarter decisions.
Module - 11: Zia in Zoho CRM: Your AI powered Zoho CRM
Explore how to utilize AI in Zoho CRM to gain valuable insights that elevate customer engagement and streamline your workflows.

Streamline your processes, strengthen your relationships, and let Zoho CRM lead the way forward.
#ClassOfZoholics2025



        • Recent Topics

        • Better Security, Better User Experience | Help Center Update | June'25

          As part of our commitment to enhancing user experience and security, we are happy to announce updates to our authentication mechanism. This update introduces several key enhancements designed to improve the password recovery process and streamline the

        • Upload Logo to Account Page

          It would be nice to set a logo for an Account

        • View Agent Collision on Ticket List Page

          It would be nice from the ticket listing page (views) to see what agents are working on what tickets rather than having to click into each ticket throughout the day to see what agents are working on what tickets. This functionality would also be desired

        • Restrict user from viewing the detail standard view

          Is there any way to restrict a user(it can be user-field-based) from viewing the detail standard view? Basically, I have created a canvas detailed view so that on some conditions I can hide some data from the users but the standard view client script

        • Upload Picture to Contact

          It would be nice to upload a profile picture to a contact.

        • Ticket Status Colors

          Can i change the colors of Ticket Status in the admin panel? Or even change the background of the entire cell of a Critical ticket? This way its easy for my agents to see a urgent ticket when it comes in. Right now everything is black text. Here Right

        • Allowing Pictures for Client Contacts

          Do you have any plans to allow us to add pictures of our client contacts? There is a silhouette of a person there now, but no way that I can see where I can actually add a picture of the individual.

        • Paid Support Plans with Automated Billing

          We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

        • Agent name Alias

          I am seeing that Full name of my staffs are written on every ticket response which is not good for some reasons. It is possible to user like this: Manny P. (First Name with Last Name's First Letter) or  Manny (First Name) This is want we want to show

        • Unable to add attachments to tickets through Desk API

          I able to use the Desk API to generate tickets. However when I try to use the tickets/{ticketId}/attachments endpoint, I always get an Unauthorized error. My app has Desk.Tickets.ALL included in its scope so this should not be an issue

        • What's wrong with this COQL?

          What's wrong with this COQL? Code returns "invalid operator found". SELECT id, Name, Stage, Account, Created_Time, Tag FROM Production_Orders WHERE (Account = '4356038000072566002' AND Stage NOT LIKE '%customer%') ORDER BY Created_Time DESC LIMIT 200

        • [Feature Request] Add support for internationalized top-level domains mail hosting

          This is an important request to add support for internationalized domains mail hosting to https://www.zoho.com/mail/ In this case, that is only limited to domain name/mail address however currently it's already possible for us send mails etc using below

        • Add Enable/Disable to Field Rules and other Rules

          Hi, Sometimes I have rules setup for fields, and until I want to enable them for use, I can set the fields to Hidden but rules still show them, today you have to delete rules and then recreate them again, would be nice to have a toggle for Enabled/Disabled

        • Syncing stuck for days

          Hello when I made an account a few days ago and synced all my notes to it, it is still syncing. My app is only 400mb so I do not know why it is taking so long. Please help

        • Workflow runs on every edit despite not ticking the field repeat this workflow whenever a parent is edited.....

          Hi, It is my understanding that this workflow should only trigger once. Why is this triggering on every edit of the field? Based on another support query - directly from Zoho, If i tick the box 'repeat this workflow whenever a parent is edited' it should

        • How do you add or update tags on Zoho CRM records via n8n? (Workarounds or best practices?)

          Hi all, I’m running into some limitations with the Zoho CRM node in n8n and was wondering how others have handled this: From what I see, the standard Zoho CRM node in n8n doesn’t allow you to add or update tags when creating or updating contacts/leads.

        • API PARAMETER FOR TICKET CLOSED TIME

          Hi, Is there a parameter for filtering tickets by closed time in zoho api, i can see closed time in the API response i get, but can't get tickets by that field while calling. Regards, Anvin Alias

        • Reply to email addresses wrong.

          I have setup my Zoho mail account using my main domain and I also have an Alias setup from a different domain. In Settings - Mail - Compose I have selected to the option "For replies, send using The same email address to which the email was sent to".

        • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

          Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

        • Meeting integration with Otter.ai

          Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks

        • Get Workflow Metadata via API

          Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

        • How to close/delete a free creator account?

          I have a free zoho creator account associated with my email address that is not being used.  I want to become a user of another paid zoho creator account but I can not associate with the paid account with the same email.  I assume if I can close or delete the free account I will be able to use the paid account. I have emailed support but no response. Suggestions?

        • Zoho books and zapier causes Invalid data provided

          I have been using zoho books with zapier for over 2 years now, everything was working fine. On September 13th my zaps stopped working. Now on step create sales invoice in zoho books i get an error: Failed to create a create_invoice_v2 in Zoho Books The

        • CRM report

          Is it possible to pull a contacts report that also includes the company industry, as well as the company name? I’m having trouble combining company and contact fields – any help is appreciated. Thank you, Sam

        • Early Payment Discount customize Text

          Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

        • Enhancements to Client script?

          Hi Zoho CRM, I've been extensively using Client Scripts to enhance our Deal form experience, particularly for real time validations and auto updating fields based on specific logic. However, I've encountered a challenge regarding permission boundaries.

        • Add views to new CRM UI navigation + Unlimited Webtabs

          Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to put

        • E-Mail Distribution List

          How do I create an e-mail distribution list in Zoho Mail?

        • Custom "create meeting" button with more functionality than Zoho currently has?

          I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and create

        • Error Code 4: Invalid value passed for JSONString

          Okay, I want to start by saying I know I'm a terrible scripter, so sorry if this is a dumb mistake. I just can't figure it out, even with LLM help. Here's my code: // --- Input Variables --- customer_id = salesorder.get("customer_id"); so_id = salesorder.get("salesorder_id");

        • Organizing contacts/members by company

          I work for a membership organization (representing businesses) and am trying to use Zoho CRM more effectively for managing the points of contact for our members. Currently, our members are listed in our CRM by the primary point of contact's name, but

        • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

          I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger

        • Unable to search in Zoho Email

          I've started using Zoho Email (free version) recently and realized that it doesn't have email search functionality. Am I missing anything here? I've gone through the Zoho tutorial which does show the search bar on the right top of the Zoho UI. But in

        • Response Time Report

          From data to decisions: A deep dive into ticketing system reports Every organization that interacts with its customers should have an established timeframe for how soon an agent is expected to send the first response and any reply to any follow-up messages.

        • Problem : Auto redirect from zoho flow to zoho creator

          Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

        • Zoho - Outlook plugin

          Does anyone know if there is a way to modify the autofill in the Zoho plugin in outlook? When we create a contact, it enters the correct email address and name, but then pulls information from our own signature line to add phone number, address, etc.

        • Threaded conversations for emails sent via automation

          Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

        • Zoho Books - Sales Person Information

          Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows

        • Offline working in Zoho Creator portal

          Zoho's help says that offline working is only available in the Creator mobile app and not in the portal app. But I can see offline options in the portal app too and it seems to work when I test it. My portal users are often in areas where there is poor

        • Fetch Records using Dynamic Criteria

          Hi,  I have a form that builds a filter based on user input.  I need to fetch the records based on dynamic criteria.  How would I accomplish this as there is no eval function? For example: desiredRecord = Form1[dynamicCriteria];

        • Next Page