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

    • ¡Muchas gracias por participar a los Meetups de Usuarios de Zoho! Y Novedades del ecosistema Zoho

      ¡Hola Comunidad de Zoho en Español! 👋 Después de un breve lapso de tiempo, volvemos con una nueva edición de nuestro Community Digest, donde te contamos las novedades de los productos de Zoho en los últimos meses. Estas mejoras se centran en nuestros

    • Anyway to move mail from one account to another yet?

      Hello, Is there any way to move email from one mailbox account to another mailbox account in zoho yet? Thanks, Ryan.

    • Changing Department often causes the Firefox tab to freeze

      Title, it doesn't seem to happen with neither Opera nor Chrome. And even in Firefox, sometimes it just lets me change the department I'm in no problem, even to All Departments which is probably the most, like, resource heavy? But most of the time, the

    • Duplicate customers being created in Desk

      Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and

    • Using a CRM Client Script Button to create a Books Invoice

      Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the

    • Building Toppings #2 - Learn how to use Bigin's Developer Console to build toppings

      Hey Biginners, In our last post, we discussed what toppings are, why they're essential to extending Bigin's capabilities, and how the Bigin Developer Center serves as the starting point for building them. As a cloud platform, the Developer Center empowers

    • Proposal for Creating a Unique "Address" Entity in Zoho FSM

      The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides

    • Links are incorrect when sent out

      I'm adding in hyperlinks into my eDM. When I send a test email, it's all correct. However, when I send out the eDM, all the hyperlinks jump up one space so none of the links are opening to the correct page. Why is this happening and how can I fix it?

    • Tip of the week #16 - Search and filter threads based on criteria

      Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition.   Firstly, there is a global search you can

    • Introducing recipient authentication via Stripe Identity

      Hi everyone! It's important to authenticate your recipient's identity before they access and sign important documents to ensure the highest level of compliance. Zoho Sign already helps businesses do this with various authentication methods: SMS OTP Email

    • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

      We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,

    • Open a record to edit based on another form being edited

      Hi all, I am trying to edit a record based on another record being edited. It works out like this: When I create a Monthly_Update and then submit I open the Monthly_Levels form and pass the ID from the Monthly_Update to a field called mu. I want it to

    • CRM: hosting a single html file in Zoho and displaying it as a widget

      I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But I

    • Keep Converted Leads

      How do I keep the converted leads in the Leads Module after conversion (converting it to account, contact, deal). I want to add it in a converted stage in the leads module in order to get a report or dashboard and see all converted leads from my pip

    • Customizing Global Search Settings for All Users

      Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show the

    • Zoho CRM Kiosk issues

      Firstly this is for a system on the AU servers if that makes a difference. Issues are as follows (For Kiosk): 1. Re-ordering fields in the screen builder is broken. The fields seem to be re-ordering themselves, unless you order everything by moving the

    • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

      Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

    • Introducing Formula Fields for performing dynamic calculations

      Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

    • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

      Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

    • Tip of the Week #77– Stay informed of the activities happening in your organization

      Whenever a message is handled in Zoho TeamInbox, every action is recorded in the Activity Log. This ensures you always know what’s happening across your teams and inboxes. To access it, simply click the Audits icon on the left pane’s top bar after logging

    • Let us add Lookup fields in the Blueprint Transitions

      We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selected

    • Zoho Logs - Not seeing logs since 30 Nov

      Hi, we have a few functions running, I am testing some new ones and noticed that although I can see executions, I cannot see any logs, even when the first line on the functions is a log. I reviewed some existing functions, one of which is invoked on a

    • Workdrive MS Office integration

      Have installed subscribed version of Zoho WorkDrive VSTO runtime not found is the error when I try to install Zoho_WorkDrive_For_Office Unable to open work files in Excel and Word Urgent, since I have migrated all my OneDrive files to work drive already

    • How do I create an update to the Cost Price from landed costs?

      Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product

    • Checkbox Field Mapping Zoho Forms to Zoho Sign

      I have an application that will be filled out via Forms that I am mapping into a PDF Filler on Zoho Sign. I need to have a series of checkboxes mapped to the corresponding fields in Sign and I only see single checkboxes available via the mapping, though

    • How to change Zoho Vault password

      I am searching where I can change the Vault Password after having changed the Zoho account password. I don't see this option anywhere in my account. It should be simple and accessible! Please help. Thanks!

    • Zoho Workdrive - Communication / Chat Bar

      Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague

    • Prefered Bin Missing in android APP

      Andoroid app dosent show preferred bin in the picklist. The workaround support reccomend is to use the computre to create the picklist. it shuld be information to be shown aas basic for the pciker.

    • When Marking a Multiple Choice Answer Exclusive - Not Following My Survey Disqualification Logic

      Using a multiple choice (many answers) question and I created survey disqualification logic that was working as intended. My question: Disqualification page logic is: If (QUESTION) is "any one of the following" then (OPTIONS) - a custom message populates

    • Where to Add Machines as Products to Map with Assets in Zoho FSM?

      implementing Zoho FSM for a clinical equipment supply company. The business sells and installs clinical machines in hospitals and clinics, and they also handle service requests, scheduled maintenance, calibration visits, and general machine upkeep. In

    • Show Zoom Link in Recipient's Calendar

      We set up meetings within a record, selecting the "Make this an online meeting".  We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this

    • Creating multiple CRM leads from a Zoho Forms subform

      Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform

    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • Zoho Bigin - should be able to link a "contact" to multiple "companies"

      Hello Support, I called into telephone support and was told that a contact can only be linked to one company. We have situations were director are contacts of and directors of multiple companies so that seems a basic weakness in Bigin. When go to add

    • Does Thrive work with Zoho Billing (Subscriptions)?

      I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you

    • Using IMAP configuration for shared email inboxes

      Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

    • Radio button data won't update

      Wondering if anyone is experiencing the same problem. I tried bulk updating our data on Zoho Creator using API and noticed that the radio button field wasn't updated. I have tried updating it manually, it didn't work. When I tried updating a text field

    • Register the 'Contact Role' addition and change as a Potential edition so it can trigger Workflows

      We are trying to use "Contact Roles" in Potentials. Contact Roles are special and different than the other Related lists, so, it may have a special behavior. Something to keep in mind is that you will never have 100 Contact Roles as you can have 100 Tasks, Calls, or any other Related list. In our case we will have 2 in average and up to 4 or 5 maximum. The problem is that we need to bring information from 3 key Contact Roles to the Potential and adding a Contact to the Contacts Roles area never trigger

    • Synchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM

      Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user should

    • Next Page