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

    • Ticket layout based on field or contact

      Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
    • No funcionan correctamente el calculo de las horas laborales para informe de tickets

      Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de
    • Zoho Mail Android app update: Set out of office response exclusively for organization members and external users, response interval

      Hello everyone! We have now introduced an option to configure out of office messages exclusively for organization members and external users within the Zoho Mail app. Additionally, now you can also customize response intervals for the Out of office messages.
    • Feature Request: Detailed View - Related Block Links!

      Desperately need a view record link option on records displaying in the related blocks on a Detail View. For the love of god, please add this feature. Thank you!
    • Sub-Form Padding in CSV Export

      Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad
    • Dependent / Dynamic DropDown in ZohoSheets

      Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?
    • How do I change the order of fields in the new Task screen?

      I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More
    • Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow

      Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on
    • IA ou je peux trouver comment utiliser IA

      Je voudrais utiliser IA dans l'interface zoho pour m'aider quand j'ai des questions de rôle partage ou autre configuration d'automatisation, j'utiliser ChatGPT externe mais il ne connait pas toujours l'interface zoho et les réponses sont parfois longue
    • Data Processing Basis

      Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allows
    • Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

      We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to
    • Zoho vault instal on windows

      I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceed
    • ZOHO GLITCHES

      Ok, you guys have done a great job at building a platform that has the potential to surmount the competition but these glitches are becoming more than frustrating! This is beyond annoying, I'm trying draft lawsuits and type up privacy and refund policies
    • Please, make writer into a content creation tool

      I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than
    • Notification to customers when I use a Zoho function

      Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate
    • Date Filters in Zoho Desk Dashboard

      Hello Team, Currently, in the Zoho Desk dashboard, the date filter is available only for daily, weekly, and monthly views. Could we also add a yearly date filter to allow filtering by an entire year? Additionally, in the custom date filter, it is currently
    • Mobile app - offline

      If I made a couple of forms and my field guys had the mobile app and were somewhere without signal, could they open the app, complete and sumbit a form and have it upload when they are back in signal (we need different info at different jobs and I'm trying
    • Zoho Survey reminder settings are extremely confusing

      Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?
    • Zobot drop down list

      Hi, I am trying to create a drop down list in Zobot by creating a plug. I think I am close but I just can't get it over the line and was hoping that someone could help me. I had a little bit of help getting the script started (hence the comments) // Deluge
    • How to compare a subform lookup field that allows multiple entries when edited

      I have a form with a subform with multiple fields. One of the fields is a lookup field that allows a multi select. On edit validation, I want a workflow to execute only when the entries in that subform field has changed. The old. function is not working
    • Translation of Tooltip Messages

      The descriptive help messages should be available to provide translations for.
    • Business Day Logic Update: More Accurate Scheduling for Your Workflows

      Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
    • Lead Blueprint transition in custom list view

      Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
    • Email Notifications not pushing through

      Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because
    • Debit opening balances of vendors

      Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paid
    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
    • Allow Text within a Formula

      Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this
    • Change Number Field to Decimal Field

      Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan
    • Pipeline.Company Name field shows up as numbers! [Bigin Developer Console > Component > URL]

      Hi there, I am setting up to invoke URL to send infromation zoho bigin > zoho forms with company name pre-fill in the form. however when I use : ${Pipelines.Company Name} field it shows up as a string of number instead of words. Help.
    • Add specific field value to URL

      Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is
    • How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

      Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:
    • Zoho Social - Feature Request - Non-US Date Format

      Hi Social Team, I have noticed that there is no option to change the date format from US mm/dd/yyyy to others like dd/mm/yyyy. It would be great to see this added as the platform matures. Thanks for considering this feedback.
    • In arattai received message can't be deleted

      The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received
    • Zoho CRM Community Digest - December 2025 | Part 1

      Hello Everyone! In the first half of December, Zoho CRM rolled out auto-invite for portals, smarter CPQ with Zia suggestions and price rules, and Query Workbench for faster query building. We also highlight other noteworthy conversations you shouldn’t
    • Marketing Tip #15: Rank better with keyword-rich URLs for product pages

      Your product page URL is a small detail that can make a surprisingly big difference. Clean, readable URLs help in two ways: They’re easier for customers to trust and remember (no one likes clicking a link that looks messy or random). They help search
    • Zoho Flow Credits

      Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder to
    • Custom Module Send Email not filling To automatically after adding Email field also

      I create custom module in zohoCRM but problem is in custom module when i click send email there in popup To is filling automatic its coming empty which i need to manually add an email there. How can I fix it? I already added the Email field there, but
    • Introducing Intake Forms

      We are excited to announce the release of Intake Forms, a new feature in Zoho Contracts designed to make contract requests simple, structured, and efficient. Intake Forms allow organization members to request new contracts through a web form instead of
    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions
    • eIDAS 2.0: What's changed for digital trust in Europe, and where Zoho Sign stands

      Hi there! It's that time of year when many of us get our ducks in a row. A new year often makes us reassess priorities, and for businesses in the EU, it means taking a closer look at how digital identities and electronic signatures work across borders,
    • Next Page