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

    • What's New in Zoho Billing - August 2025

      Hello everyone, We are excited to share the latest updates and enhancements made to Zoho Billing in August 2025 to improve your overall billing management experience. Keep reading to learn more. Notify Customers About Subscriptions via WhatsApp Business

    • How do I get my account id?

      Hello, I followed the instructions to get a list of accounts of the currently authenticated user (which is me, and I am logged in). But when I follow the below instructions I get the following error: ERROR: {"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}} Instructions that I am following: GET - User account details Purpose The API retrieves the list of accounts of the currently authenticated user.  Request URL  http://mail.zoho.com/api/accounts

    • Why are tasks not showing in Zoho Calendar?

      Hi there, I updated the Zoho calendar preferences for Task records to show on the calendar together with Meetings and Calls - see attached screenshot. Despite of that, Task records still won't show on the calendar. Is there a specific reason why this

    • Zoho Payroll: Product Updates - July 2025

      Over the past month, we've focused on making Zoho Payroll more flexible, compliant, and easier to use—whether you're processing complex payouts, ensuring accurate calculations, or meeting local tax regulations. Here's what's new: One-Time Payments and

    • Discussion for “sub product”, “sub item” or “child products”

      Hello everyone, In some CRM systems, there is the ability to associate products in a hierarchical manner within a quote. For example: Product A: Gold Plan Product B: Setup Product C: Connector Product D: Silver Plan Product B: Setup Product C: Connector

    • Retrieve Accidental Deleted User

      Is there a way to undelete a user who accidentally deleted themselves?

    • Request for Support - CRM Integration Issues

      I’m reaching out to request assistance with the following items: 1. Zoho Forms Integration with Zoho CRM We are currently using Zoho Forms to send the Global Credit Application form to our customers. The intended workflow is for the form submissions to

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • Knowledge Base Module

      How to enable the knowledge base module in zoho crm account. I saw this module in one crm account but unable to find it other zoho crm account. can anyone know about this?

    • Zoho sign changed Indexing of signing_order

      Because I missed this Announcement (is there even one?): when you work with the indexes of actions > signing_order. Previous those started with 0 now starts with 1. Changed somewhere between 15.07 and 23.07

    • How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order

      Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets

    • Zoho CRM Community Digest - June 2025 | Part 2

      Welcome back to the Zoho CRM Community Digest! We’re wrapping up June with more fresh updates, smart discussions, and clever workarounds shared by the community. Product Updates: Struggling to keep track of scattered customer interactions? Zoho CRM's

    • Allow Variable Insertion in Prebuilt "Update Record" Action in Schedules

      Hi Zoho Creator Team, Hope you're doing well. We’d like to submit a feature request based on our experience using Zoho Creator schedules to manage workflows integrated with Zoho Desk. We currently have an app where Zoho Desk tickets create records in

    • Rich Text Field Editor in Form Builder is Too Small and Not Resizable

      Hello, I am experiencing a significant usability issue with the rich text field in the Zoho Forms builder. The editor window for this field is fixed-size and extremely small. It does not adapt to the screen size, which makes it very difficult to manage

    • Publicar Formulário

      Obs. Não consigo publicar meus formulários, pesquisei alguns artigos, mas me deixou perdido, fala de campo sensível, não consigo entender o que significa. Segue Imagem do problema. Todo formulário que faço sempre termina assim sem o botão de publicar..

    • Anyone else unable to login to ZMA this weekend?

      Hey Is anyone else unable to log into Zoho Marketing Automation at all this weekend? I've been trying on multiple devices - despot and mobile - and multiple browser. I've reset browsing data, gone incognito. Nothing - since Friday I've been unable to

    • Custom Action for Subform row

      Dears, As for now, we only have 2 actions for each subform row: Edit and Delete. I would suggest to have custom action here, instead of create a button with Fx field within the subform. For example, I would create Duplicate button, which duplicates the

    • Urgent: Unable to Receive OTP Email for Portal User Registration in Zoho Creator

      I paid to enable the Portal User feature on 2/25, and followed the official instructions (Youtube video: Customer Portals | Zoho Creator) to set up the Portal User using my Gmail account. However, I am not receiving the OTP email and am unable to successfully

    • Sole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...

      Hi. I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52! I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please. My services

    • Display multiple fields in lookup dropdown

      I have a module called Technicians and a related module called submissions that registers technicians for different assignments. The lookup in Submissions to Technicians is the Technician ID (auto generated unique number). How do I display in the dropdown

    • Integrate with Power BI

      Hi, How to connect Zoho CRM dashboards & reports with POWER BI ?

    • No "Import Users" option in Zoho FSM

      I recently noticed that there is no option to import Users into Zoho FSM, and this has become a serious challenge for us. When migrating data, especially technicians or other user profiles, we often have hundreds of users to bring into the system. Currently,

    • Finding "like" projects

      Hi Everyone! My team is running into several duplicating deals. I've been trying to get them all to name things the same way ex. State is 2 letters not spelled out. Things like that. What I am wondering if there is anything I can do as the superadmin

    • Não consigo localizar o Botão de Publicar Formulário no meu app

      Depois que finalizar meus formulários, não consigo localizar o botão de publicar para concluir meu aplicativo

    • DATEV-Export Erfahrungen?

      Wir würden gern den DATEV-Export in Books nutzen, jedoch ist dieser nicht wirklich nutzbar. Gibt es positive Erfahrungen von Alternativ-Lösungen?

    • Kaizen #191: Implementing "Login with Zoho" using Python SDK

      Welcome back to another week of Kaizen!! This week, we are diving into how to implement secure user authentication using Login with Zoho and integrate it with Zoho CRM through our Python SDK. To ground this in a real-world scenario, we will look at how

    • WhatsApp Business Calling API

      Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

    • Custom modules not showing in developer console

      I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?

    • Following retainer invoice for partial payment of a sales order

      HI, We issue sales orders when a client buy a product from us. We also issue multiple retainer invoices for partial payment (2 to 4 depending of the client). Team wants to follow payment of these retainer invoices for this Sales Order. If they are paid

    • Zoho CommunitySpacesとzoho CRM連携について

      お世話になっております。 いつもご質問に丁寧に回答いただき大変助かっております。 今、当団体ではZoho CommunitySpacesを利用しており、利用ユーザ一覧をzoho CRMに自動登録（連携）したいと考えております。 そもそも可能なのか、もしあれば具体的な手順や方法はあるのかをご教授いただきたいです。 上記がないのなら、ユーザ一覧のエクスポート方法（メールアドレスと姓を含む）でもよいです。 お手数となりますが、お願いいたします。

    • Zoho Wiki or new Zoho Learn

      We are currently evaluating if we should move off confluence. At present in Confluence we have multiple levels within our documentation but with learn it looks like you can only have Space       - Manual             - Chapter Is it possible to have levels below Chapter? Also the same question for the existing wiki, can I have more sub-levels?

    • New user After moving over from QBO

      New user observations/suggestions. QBO took away a lot of features I was used to with the desktop version. Chaos ensued. Zoho Books has a lot of what I was used to and a bit more. Good deal Some things I have run into and suggest some upgrades. 1: The

    • Sales without an invoice

      Sales without an invoice is not included on the “payments received” report. Also, sales without an invoice is not listed in the transactions under the customer’s profile, also making it easy to do a double entry. Is there a way for me to see my sales

    • Zoho Sign API - Create a document from template.

      1. I would like to create a document from a template and send the document to the customer for signing. Is this possible using the Zoho Sign API? If so, please share the api reference link. 2. Is there sand box for Zoho Sign to test the APIs without using

    • Zoho Sign embedded iframe

      Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these options

    • Goods in transit

      When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?

    • how to coming soon, holding site, or "under construction"

      Hi! I was wandering if was possible to create a website with the simple sign of "Under construction or coming soon" while i work on the site. if possible, how? Cheers

    • Announcing Agentic AI - Ask Zia!

      We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

    • Zoho People LMS VS Zoho Connect Manuals VS Zoho Learn

      in the past I came accross Zoho WIKI but did not like the platform because it could use a lot of upgrade. Over the time I have noticed Zoho People come out with a LMS module which allows us to created a shared knowledge for our internal team I also came across Zoho Connect which as a knowledge-based for internal team referred to as Manual Now I am seeing Zoho Learn which is a new and fine-tuned version of Zoho Wiki. All of these platforms are very similar but I am wondering what are the differences

    • Marketing Automation Activities in Zoho CRM

      Hello, I've connected Zoho CRM and Marketing Automation, sent a campaign, but no data are displayed in CRM, neither in "campaigns" section inside contact profile. It is possible to display Marketing Automation activities in CRM? Also in CRM Timelines?

    • Next Page