【開催報告】 福岡 ユーザー交流会 2024/8/2(金) 10以上のZoho ツールを使っている現場のリアル

【開催報告】 福岡 ユーザー交流会 2024/8/2(金) 10以上のZoho ツールを使っている現場のリアル

皆さま、こんにちは。コミュニティチームの中野です。8/2(金)に、福岡 ユーザー交流会を開催しました。
本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。
※Zoho セッションの資料共有はございません。





今月の開催会では、リクト 山口さんによるZoho One の活用事例、Zoho 営業部門のZoho CRM / Desk / 電話連携活用法を解説するセッションに加え、「Zoho サービス同士の連携」をテーマに参加者同士でZoho の連携方法を共有し合うグループワークを行いました。
登壇いただいた山口さん、そして参加いただいたZoho ユーザーの皆さん、ありがとうございました!


事例セッション 10以上のZoho ツールを使っている現場のリアル
福岡市でWebコンサルティング、ウェブ制作・保守・運用支援事業に加え、Zoho の認定パートナーとしても活動する株式会社リクトの山口さんが、ユーザーとして自社でどのようにZoho One を活用しているのかを解説しました。


・Zoho One 利用中のサービス


1. Webトラッキング、チャットボット:SalesIQ
チャットボットで、FAQや問い合わせに飛ばすように運用しています。
以下の画像のように、訪問者のトラッキングを行いつつ、訪問者の興味関心に合わせた対応を行っています。
 

2. パスワード管理:Zoho Vault
弊社の場合、多くのウェブサイトを管理しており、それに伴いお客様のアカウント情報についても管理しなければならないためよく利用しています。
会社全体で管理するID/ パスワード、特定のメンバーに限定して管理するなど、取り扱う内容によって共有範囲を指定をすることで、安心安全に運用できています。
どのパスワードを誰が最終的にアクセスしたのかも確認できる点についても、管理する立場としては安心感があります。


3. 電子署名:Zoho Sign
CRMと連動して使用しています。発注書、契約書、納品書、ドメイン解約申込書、デザイン確認シートなどさまざまな用途で活用中です。
サインする側のお客様から手間が少なくなったと褒めていただくことが多く、業務に関わる作業コストも下がっていると実感しています。

 

4. チームコラボレーション、社内掲示板:Zoho Connect
 

5.グループメール管理: Zoho TeamInbox
info@などの社内の共有メールアドレスの管理として使用しています。担当する方の割り振りを行うことで、重複業務を防ぐことができています。
 

6. 顧客管理、見積/請求管理:Zoho CRM
キャンバス機能を活用し、独自の画面に設定しています。取引先情報に問い合わせ、提案内容、契約情報などを紐づけて管理しています。
見積・請求についてもCRM内で管理し、書類は各種テンプレートを準備して対応を行なっています。

   

10種類以上のツールを組み合わせて活用することで、マーケティング・営業・制作・サポートなど様々な業務の効率化と生産性向上を実現しています。今後も使いこなしを深め、利用サービスの幅もさらに増やしていきたいと思います。

山口さん資料:


※Zoho セッションについては、社内事情により資料の共有はございません。

グループワーク:どんなサービスと連携していますか? Zoho 連携事例を共有し合おう!
Zoho CRM と連携している他のサービスの紹介と、それによってどのようなことを実現しているのかを共有していただきました。
 

参加者の声
参加者の方々からフィードバックいただいた、イベントを通して学んだこと、自社でも活かすことができると感じたことを紹介します。
・属人化させないように、なるべく標準機能を使うこと、シンプルに使うことを意識して活用したいです。
・ 触れたことのないツールをご紹介いただき、今後に生かしていくことができそうです。
・他業種の事例は、ビジネス的にも、zoho活用的にもかなり勉強になりました。

最後にイベントのお知らせです。Zoho ワークアウト(少人数制課題解決型ワークショップ)、自社最大イベント「Zoholics」についても開催が決定しましたので、ぜひ参加登録をお願いします。

8/29(木)14:00~16:00 Zoho ワークアウト(オンライン)

9/20(金)10:00~19:00 Zoholics Japan 2024 (ハイブリッド)
詳細、申し込みはこちら▷▷https://events.zoho.jp/zoholics2024

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

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • 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)

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Related Lists filter

                                    I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".
                                  • Standalone custom function not generating logs

                                    Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.
                                  • Automated log-out/session end

                                    I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 
                                  • Add "Reset MFA" Option for Zoho Creator Client Portal Users

                                    Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
                                  • Support Bots and Automations in External Channels

                                    Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels
                                  • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

                                    Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
                                  • Creator HTML page refresh

                                    Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urls
                                  • Zoho Desk - Custom Module Related List Columns on Tickets

                                    I have a custom module in Zoho Desk called Asana Tasks, each task has a lookup to a Ticket. On the Ticket I want to see the columns of the Asana Tasks in the related list . Is there a way to do this? Right now it just has the name of the record and I
                                  • Google Analytics import data inaccurate (as of October 11, 2025)

                                    We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward is
                                  • What is your opinion of the new UI?

                                    Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?
                                  • Zoho mail to Teaminbox

                                    Hello, We're searching for new mail program. Now I'm testing a bit with zoho mail and team inbox. My findings in the research: Pop mail throught zoho mail is almost instant. Any pop or imap via external provider takes a couple minutes to 15 minutes before
                                  • What are the OAuth scopes needed to access the Zoho MCP server?

                                    I think I'm authenticating with the MCP server endpoint successfully using a bearer token but I can't successfully initialize an MCP session. I'm using the official MCP Python sdk (https://github.com/modelcontextprotocol/python-sdk). I get as far as here
                                  • Account blocked for IMAP use

                                    Hello, My email client (Evolution) can't sync mail anymore. It gives the error: "Your account is temporarily blocked for IMAP use. This may happen if you exceed the maximum number of simultaneous IMAP connections allowed. Kindly try again after some time."
                                  • Is SMTP included in the free plan?

                                    My client has a Zoho Mail Free 14 day trial that ends tomorrow. She has set up a domain email address with SMTP on a third party app and is wondering if it will continue working once her plan downgrades to the free forever plan. Thanks
                                  • Zoho mail issue.

                                    I have verified my domain ohhoexpress.online by adding necessary TXT and MX records. But when I am sending email to any external email id, it is showing as zohomail.com. Also while I am sending mail to internal mail id, it is saying user not found whereas
                                  • My email is blocked from sending

                                    I get this message when I try to send any message .. > Unable to send message, Reason 554 5.1.8 Email Outgoing Blocked We have urgent emails to send and the issue continues to persist from yesterday. Please help us with this issue as soon as possibl
                                  • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

                                    Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho
                                  • cannot recieve or send emails

                                    we are not recieving or cannot send emails.Shows sysytem error
                                  • Zoho Sites - contact us form

                                    I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page."  I am unable
                                  • switching from POP3 to IMAPI do I need to change settings in Web email?

                                    hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account
                                  • What functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?

                                    My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain
                                  • Collections Management: #5 Convenience on Offer, using Self-Checkout

                                    "Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick
                                  • Uploading a signed template from Sign to Creator

                                    Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
                                  • PROBLEMA

                                    Salve, non riesco a inviare email, e mi esce una tabela errore temporaneo. come posso risolvere il problema ?
                                  • Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'

                                    Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended
                                  • How to update custom multi-user field in Zoho Projects?

                                    I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.
                                  • Tip of the Week #75– Manage your social media messages from a single shared inbox.

                                    Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicate
                                  • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

                                    The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can
                                  • Using files from Zoho CRM in Gemini/ChatGPT/Claude

                                    Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents
                                  • Zoho Analytics & Zoho Creator - Modified Time value

                                    I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is
                                  • Zoho CRM - Option to create Follow-Up Task

                                    When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would
                                  • Portal For Different Apps

                                    I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single place
                                  • Calls undetected

                                    Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.
                                  • Unable to Select Authenticated Domain as Sender

                                    We’ve already authenticated our domain, but it’s still not appearing in the sender list when we try to run a campaign. Could you please check what might be causing this issue?
                                  • Forever FREE Business Email with Zoho Mail

                                    Forever FREE Business Email with Zoho Mail: is it available?
                                  • Zoho Projects - Project Details on the Project Menu

                                    Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.
                                  • Introducing WhatsApp integration in Bigin

                                    Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all
                                  • Zia Conversation Summary: Context at a glance for every customer interaction

                                    Hello everyone! Every customer conversation tells a story—but in CRM, that story is rarely in one place. A sales rep moving between multiple leads has to reopen long email threads, check call remarks, and revisit meeting notes just to remember what was
                                  • Zoho Projects - Show Task List as dropdown field on Task records

                                    Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and choose
                                  • Changing the Default Search Criteria for Finding Duplicates

                                    Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
                                  • Next Page