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

        • Condition to skip recipient signature

          Is there a way, alone or with a Zoho Form integration, to skip a recipient signature when a condition is set? This happens because in this template, not always all the recipients need to sign it. Sometimes its just a few. We are using a Zoho Form integration
        • How to filter emails by Reply-to field?

          I receive a very particular newsletter from an association A registered on a website W (that is used by many associations), and the emails fields are not great: the From just contains the generic website's W's email, while A is only mentioned in the Reply-to
        • Wich version of Backstage is included in Zoho One

          Hello I am in the event business and i am considering Zoho One to replace my current tools. I will need Backstage to manage my events but I am wondering wich version of backstage will I get if I subscribe to Zoho One. Thank you Guillaume
        • How to restore deleted campaigns?

          I accidentally deleted my first campaign that went out today (08/21/18). How do I restore it?
        • Organize and Clone Task Custom Views

          We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:
        • Kits: Option to Hide Associate Items on Documents

          The new Kit type of Composite Item is very helpful, and we're already using it in several different ways. One problem is that there seems to be no way to hide the components on some documents, including Package Slips. There is an option given in settings
        • Zoho Books CREDIT LIMIT is completely USELESS due to a BUG!!! Please fix it ASAP!!

          Credit Limit should not be taken into account if payment terms on the Invoice are without credit. If selected Credit 0 days (Prepayment) why in this world would a notification pop up saying credit limit is exceeded and not allowing to create an invoice?
        • Is it possible to adjust the web browser tab title (when a ZoHo Desk ticket is opened)

          Hi All, When I open a ZoHo Desk ticket in a web browser, the tab title (text that appears at the top of the browser tab) uses the logic: *company icon picture* (xxxx) #ticket number - company name See below (highlighted in red) for reference. Company
        • Configure ChatGPT in Zoho Cliq | Now with GPT-4!

          Updated for GPT-4 Support: The post and scripts has been revised to take advantage of the new GPT-4 model's capabilities. Please use the updated version for enhanced performance and accuracy. If you have been on the internet for the past few months, you
        • Have completed Zoho Sign documents attach automatically to contact and/or account

          Hello, Just used ZohoSign for the first time to get an e-signature on an important document. Setting up the template was nice and easy and configuring the request to go to the right people and training a member of staff was also very easy. HOWEVER Why
        • Using email "importance" as workflow-criteria

          I'd like to set up a workflow that triggers if an incoming email has been flagged as "high importance" but I'm not seeing any way to do that. Hopefully I'm just missing something obvious...?
        • Update Lead Status in Zoho CRM When a Meeting is Booked via Microsoft Bookings

          Hi everyone, I’m trying to streamline our lead management process and would like to automatically update the Lead Status in Zoho CRM whenever a meeting is booked through Microsoft Bookings. Has anyone successfully implemented this kind of integration
        • Kaizen #199: FAQs on Multi-Select Lookup (MxN) Field in Zoho CRM

          Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. Got
        • Zoho Desk Android app update: Enhanced UI of the History tab.

          Hello everyone! In the latest Android version(v2.9.10) of the Zoho Desk mobile app, we enhanced the UI of the 'History' tab within a ticket. Also, we have introduced a filter option to easily search the history based on the actions performed on the ticket.
        • Is Zoho Marketing Plus part of Zoho One?

          Hi, Is the new fancy Zoho Marketing Plus part of the Zoho One package? Is there any benefit in using this rather than the standalone products? Many thanks Jon
        • Is it possible to Bulk Update 'Product Name' in Zoho Desk?

          Is it possible to Bulk Update 'Product Name' in Zoho Desk? I cannot see that option now. Kindly help how we can do it.
        • Change visable Subform fields

          I have a form with 4 subforms in it. I added another field to each of the subforms in my main form. Now, how do I update the subforms to show the new fields that I added?
        • Integrate Bunq with ZOHO Bookes

          We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?
        • Trial Extenstion/ 2nd Go!

          Hi, Recently trialed FSM bit didnt get a chance to try out the most recent features is it possible to get another trial to try the new features and see if I can make it work for me?
        • Weekly Tips : Take Control of Your Sent Emails using Outbox Delay

          Ever clicked “Send” on an email, then instantly realized you forgot something—like a file, an attachment, or even made a small typo? It happens more often than you'd think. Wouldn’t it be helpful if your email waited a little before actually going out?
        • Format of data after export to spreadsheet

          Dear Zoho, can you explain to me what is the point of a report exporting to XLSX if the format of the amounts that will be created there is in text format and not suitable for anything? Why do I need data in a sheet with which nothing more can be do
        • Customer Payment

          Seprate voucher required for cash and bank .You can not authorized any one to enter cash payment .In statement clearly shown is it bank receipt or cash recipt .
        • how to add previous month purchase bill and claim ITC

          Hello we have a unclaimed ITC bill of April (we didn't claim it in may as seller didn't uploaded his gstr1 ) when we trying to file gstr 3b in june month we noticed the bill has been uploaded (april bill) .how to change the filing month of that april
        • Deluge security enhancements

          Hello everyone, At Deluge, security is a top priority, and we're continuously working to enhance the platform's safety and reliability. As part of our ongoing commitment to secure coding and industry best practices, we're rolling out key updates to how
        • How do I set users up to only send emails using org emails?

          We run marketing campaigns for multiple clients and strictly send emails using the official organization addresses provided by each client. However, we've encountered several instances where users unintentionally send emails from their own company accounts—a
        • open multiple notes at a time.

          Hey there, New to Notebook and liking it, but one thing that's really a bother is not being able to open more than one note at a time, either in a new window or in a new tab. Often times, I like to copy/paste from one note to another or compare drafts
        • Let’s Talk Recruit: Forms that think before you do!

          Welcome back to our Let's Talk Recruit series. In our previous post, we shared highlights from our community meetups held across India. This time, we’re talking about something that often gets overlooked but makes a huge difference once you set it up
        • PEPPOL Support Needed for Zoho Books in Europe

          I'm reaching out to discuss the urgent need for PEPPOL support in Zoho Books for European users. With Belgium mandating B2B e-invoicing via PEPPOL starting in 2026, many of us are struggling to manage invoices without this integration. While Zoho Books
        • Allow Equity Accounts to be Used for Expenses

          Currently, when entering an Expense or Bill, the Expense Account (account to be debited) allows for accounts in any of these categories to be chosen: COGS Expense Other Current Liability Fixed Asset Other Current Asset Noticeably missing are Equity Accounts.
        • メール一括配信の未送信のメールについて知りたい

          メール一括配信の後の、未送信のメールの数は添付のようにシステムから連絡がくるのですが それらの対象者を知りたい。レポートなど一覧で知りたい。 また配信対象者なのに(担当者、リード)の メールの履歴に配信したメールの件名でさえ表示されないのはどう理解したらよいのか知りたいです。 また、これらの人をレポートで一覧で出す方法を教えてください。把握したいためです。
        • How do I add the time zone for the each recipient/subscriber

          Hi, I've read that Zoho allows for emails to be sent at a certain time based on the recipient's time zone. How do I add the time zone for the each recipient/subscriber? Thanks!
        • Zoho Formsから獲得した見込み客をSaleIQでトラッキングし、そのトラッキング情報をCRMに集約することは可能でしょうか?

          Zoho formsを活用しています。 Zoho CRM、Zoho SalesIQと連携するよう設定しており、Zoho formsから獲得した見込み客の情報はCRMに連携されるのですが、トラッキング情報はZoho CRMの見込み客データ内の 関連リスト 訪問-Zoho salesIQ にデータが反映されません。※添付画像参照ください 考えられる原因や対策などありましたら教えていただけないでしょうか。 よろしくお願い致します。
        • Find and Merge Duplicates to trigger webhook

          My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,
        • Marketer’s Space: Using Zoho CRM Data for Dynamic Content and Personalization in Zoho Campaigns

          Hello Marketers! Welcome back to Marketer’s Space. Do you want to send emails or SMS that feel less like mass messages and more like one-on-one conversations? By integrating Zoho CRM with Zoho Campaigns, you can pull in rich customer data and use it to
        • Add Attendees to Session months before the Event

          I need to manually add Attendees to Sessions right away for an event that's taking place in 6 months so that the Speaker can communicate with them in advance of the event. How can this be done?
        • Extensions 101 webinar series: Build, integrate, and monetize with extensions

          Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last
        • Override Auto Number field?

          We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where
        • Switching hosts while meeting is occuring

          We had a team meeting in Zoho Meetings this morning, but the person listed as the host had to leave the meeting early. We looked for an option to set me to host, but didn't see the option, and we incorrectly assumed that it would be like Zoom in that
        • Refund Form Can’t Reverse “Bank Charges” Line — Throws Off Reconciliation

          Zoho, When we pay a vendor, the Payment screen lets us add a “Bank Charges” amount (we post a $1 processing fee there). Perfect. But on the Refund popup there’s no matching field, so the refund can only return the net expense. If our processor sends back
        • Trigger for Validation Rules

          Currently in Zoho CRM we can set a trigger for workflows, blueprints etc in a custom deluge function But Validation Rules are missing For example if I run a custom function to update a record, it bypasses the validation rules It would be really beneficial
        • Next Page