ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho

ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho



A big warm hello to the Zoho Community, and Happy new year to all of you! 

We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for this leg of meetups that aim to eliminate roadblocks that you might face and help you meet your business goals for the year. We hope you'll use this opportunity of meeting Zoho experts and peers as a head start and advance gracefully into the new year. 

For the ones who are new, these Zoho User Group (ZUG) meetups are crafted to foster a stronger sense of community, as we provide a platform to exchange ideas, delve into the capabilities of Zoho solutions, and collectively navigate through the evolving landscape of business technology. 

Click on the region of your choice to take a quick look at the topics lined up. Thereafter, register to a meetup in a region of your choice. 

United States

TOPIC
DESCRIPTION
LINK
Zoho CRM

1. Comprehensive CRM and Project Management (Business Process data modelling guide for Zoho CRM, Integrating Zoho CRM and Projects, and much more)

2. Lead Nurturing with Zoho (Setting up help chat on a website with Zoho SalesIQ, Push collected leads to Zoho CRM and create essential workflows, and much more)

3. Advanced CRM Functional Design Customization (Business Process data modelling guide for Zoho CRM, Enable and customize portals in CRM for external customers or partners, and much more)

ANZ

EXCLUSIVE: One-on-one sessions with our product experts - Block your slot for a 20-minute dedicated session. Connect with our experts one-on-one, and resolve those lingering CRM queries. 

TOPIC
DESCRIPTION
LINK
Zoho CRM Health-Check

Mastering data and user management to implement automation, and much more


Zoho Workplace

Exploring the benefits of Zoho Workplace's apps to work with remote teams and level-up email management, Discovering how Cliq, Connect, and Meeting can improve collaboration within the team, and much more



UK

TOPIC
DESCRIPTION
LINK
Zoho CRM Health-Check

Mastering data and user management to implement automation, and much more


CANADA

EXCLUSIVE: One-on-one sessions with our product experts - Block your slot for a 20-minute dedicated session. Connect with our experts one-on-one, and resolve those lingering CRM queries. 

TOPIC
DESCRIPTION
LINK

Zoho CRM Health-Check


Mastering data and user management to implement automation, and much more



INDIA 

TOPIC
DESCRIPTION
LINK
Zoho CRM and Zoho Books Integrations


Understanding the difference between the Inventory module in Zoho Books and Zoho Inventory, Leveraging the CRM-Books integration to tackle day-to-day business challenges, and much more



Zoho Recruit

Unravelling what's new in Zoho Recruit, Getting a hang of important tips & tricks for better recruitment efficiency, and much more


Zoho Payroll and Zoho People

Understanding profile setup and attendance management, Learning how to manage Zoho People integration, Exploring advanced Payroll features and much more


Zoho Projects

Understanding Hybrid Project Management, Addressing common challenges in waterfall and agile methodologies, and much more


TrainerCentral - Mumbai

Leveraging TrainerCentral for online training, sharing valuable insights and strategies, Showcasing AI capabilities, Upcoming site builder improvements, and much more



APAC

TOPIC
DESCRIPTION
LINK
Channelling and Tracking Customer Communication with Emails in Zoho CRM

   Setting up organisational email address and BCC Dropbox, Leveraging mail merge to send out mass emails, Deep diving into some advanced topics around CPQ, and much more

Zoho Creator

Understanding best practices in low-code adoption, Walking through the basic components of Creator, Getting a hang of advanced Creator components, and much more


MEA

TOPIC
DESCRIPTION
LINK
Channelling and Tracking Customer Communication with Emails in Zoho CRM


   Setting up organisational email address and BCC Dropbox, Leveraging mail merge to send out mass emails, Deep diving into some advanced topics around CPQ, and much more

Join us for an engaging day of discussions and networking. Add your questions as comments to this post and do not forget to register for the upcoming meetups. 

We look forward to seeing you there!


    • Sticky Posts

    • Zoho CRM Community Digest - March 2026 | Part 1

      Hello Everyone! March kicked off with a strong mix of AI-driven enhancements, smarter data handling, and practical workflow improvements across Zoho CRM. From leveraging Zia for automated communication to optimizing cross-platform data retrieval, this
    • Zoho CRM Community Digest - February 2026 | Part 2

      In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.
    • How to reach the official Zoho Support channels and avoid fake ones.

      Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers
    • Function #35: Close all tasks associated with a lead and create a new task.

      Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just
    • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

      <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,
    • Recent Topics

    • 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
    • How To Implement an Auto-Check-out Feature for Attendance?

      If an employee forgets to check out, the system should automatically check out the employee at 6:30 PM
    • Automate the file import step

      Hello everyone, I have a Sales - 'Account' category, and currently import the file to update it as follows: Import Accounts - From File - Update existing Accounts only - select and match the field the CRM. Since we have been using Microsoft 365 SharePoint.
    • Set Default Status of Assembly to "Assembled" When Entered in UI

      I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some
    • Sender Email Configuration Error.

      Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail
    • Share saved filters between others

      Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
    • Webinar Alert: Learn how to decode your landing page performance with analytics

      Every click, scroll, and drop-off tells a story. Are you listening? Join our Landing Page Analytics webinar to understand how data can reveal what’s working and what’s costing you conversions. In this session, you'll discover The most important metrics
    • Campaign Status Field in CRM

      I'm wanting to create a custom view in CRM that shows all those who have recently hard bounced in past campaigns so we can clean up the database. An old Zoho article said it was possible, but I don't see the option to push campaign status field to CRM,
    • Zoho Forms for Vertical Studio Subscriber Organizations

      We’re excited to introduce the Zoho Forms integration with Vertical Studio. This allows you to capture data using forms and send it directly to your Vertical Studio modules. With this integration, form submissions can be used to create or update records,
    • Zoho Flow not handling Boolean properly

      Hi, I have a checkbox in one system that I'm trying to sync with a checkbox in Zoho CRM. The value from the source system comes in as blank (unticked) or 1 (ticked). I've written the following custom function to convert the output to either boolean false
    • Printing invoice from creator using writer

      Hello. I have created my invoices using Zoho Writer and i'm sending data to them from Zoho Creator by selecting a row in a report and then clicking a button which has workflow connected to it to send the date to the invoice in writer. This is working
    • How to Initiate WhatsApp Message on SalesIQ?

      I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.
    • i want to delete organization or tranfer ownership

      I accidentally created a Zoho organisation and now I cannot accept an invite from another organisation. I am the Super Admin and cannot leave. Please either delete my organisation or transfer ownership so I can leave.
    • Bulk upload images and specifications to products

      Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.
    • Zoho FSM API Delete Record

      Hi FSM Team, It would be great if you could delete a record via API. Thank you,
    • Marketing Tip #26: Optimize product images for SEO

      Product images can do more than make your store look good. They can also help customers discover your products through search. Since search engines can’t "see" images, they rely on text signals to understand what an image is about. Two small actions make
    • Allow rejected records (Approval process) to re-enter Blueprints

      Cannot seem to get my head around the key differences between the Blueprints and the Approval Process. For me it seems like different flavours of more or less the same thing - especially now that we have the option of Record Locking. Have a quote to sales
    • Every time an event is updated, all participants receive an update email. How can I deactivate this?

      Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening
    • Streamlining E-commerce Photography with AI Background Tools

      Hey Zoho Community, I’ve been messing around with ways to make product images less of a headache for fashion brands on Zoho Commerce. You know how boring generic backdrops can get, and how much time traditional photoshoots eat up, right? I tried out this
    • Add @Mention Notifications in Zoho Cliq for Zoho Project Mentions

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding "Projects Bot" Cliq bot notifications for @mentions inside Zoho Projects comments (Tasks and Issues). Current Behavior: At the moment, when someone
    • WO Completion Status Not Updating Automatically

      Hello Latha, Hope you are doing well. Over the past few days, we have been facing an issue with WO completion. When an AP is marked as complete, the work order status is not automatically updating to “Completed,” and we have to mark it manually. Could
    • Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

      We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that
    • Customer Message Edit/Delete Function & Backend Visibility Inquiry

      目前客服已发送的对话支持编辑和删除功能,请问在 Zoho 系统后台,是否可以查看客服具体发送了什么内容,以及删除或修改了哪些信息?如果无法查看,这个功能是否可以通过设置关闭客服的编辑和删除权限?如可以,请告知具体设置路径。 Currently, customer service agents are able to edit and delete messages after sending them. In the Zoho system backend, is it possible to view
    • In App Auto Refresh/Update Features

      Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the
    • Sync Task Status from Zoho Projects to Zoho Desk

      Hi Zoho Desk Team, Hope you’re doing well. We’re actively using the Zoho Desk–Zoho Projects integration, which helps our support and project teams stay aligned. However, we noticed that when we change a task’s status in Zoho Projects, the change is not
    • Lost the ability to sort by ticket owner

      Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?
    • Placeholder doesnt work in email tempalate

      Hi Team,  I have put in the customer happiness rating place holder in my email template but when I pick the template in my ticket and send it to client, the place holder doesnt get generated. What am I missing here? screenshot attached. 
    • Search API filter/sort ignores comment-triggered modifiedTime updates

      Summary When a comment is added to a Call or Account, the parent record's modifiedTime is correctly bumped. This bumped value is visible in: GET /api/v1/calls/{id} ✅ GET /api/v1/calls/search without a filter ✅ — the record's response body shows the new
    • Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk

      Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to
    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
    • Remove Bounced email addresses from CRM after running a campaign

      HI, Is there a simple way to remove bounced leads in the CRM where there email doesn't exist anymore after running a campaign?
    • Building a custom site

      do we have an option in Zoho to build custom sites like adding custom functionalities? want to make a site like jumble puzzle answers for today. Is it doable? Please assist.
    • How to Automate an Unsubscribe based on Scoring

      I automatically assign a negative point score to bounced emails and would like to automate unsubscription of these emails from our Campaigns, without losing the contact data. (Oftentimes the lead is no longer at a business, but I want to keep the business
    • Recurring Addons

      Hi, I know you can set the pricing interval for addons to weekly, monthly and yearly & set it for one off or recurring, which these are fine as a base addon item. It really would be helpful if when creating a subscription when you add on the addon item
    • Start Workflow from Deluge Script

      I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve
    • Option+C shortcut conflict

      In the latest Cliq release, you introduced `Option+C` shortcut to start a new audio call. In Polish, `option+C` is used for letter `ć`. I changed this button combo but `Option+C` is still being blocked and doesn't allow me to write letter `ć`.
    • Need Easy Way to Update Item Prices in Bulk

      Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices
    • Items Landed Cost and Profit?

      Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the
    • How to set custom Sales Order numbers

      I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number
    • Displaying Rate Inclusive of GST per unit

      Hello, Currently when I enter the pricing of a line item it shows the overall amount (price including tax * quantity). I would like to see price/unit inclusive of GST. Is there any way to simplify this and to be able to view it? I've attached my current
    • Next Page