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Zoho CRM and Zoho Creator Masterclass

Learn everything you need to become a Zoho CRM/Creator consultant.
Instructor:
Jeremy Nagel
1,588 students enrolled
English [Auto]
Fully automate Zoho CRM with custom functions
Integrate Zoho CRM with other online services
Build custom Zoho Creator apps
Build marketplace extensions for Zoho CRM

I’ve been working as a certified Zoho CRM/Creator consultant for over four years and have picked up a fair bit of knowledge along the way. This course is my attempt to distill everything I’ve learnt so that you can reach the same level of expertise. You’ll learn everything from the basics of setting up a new CRM account to advanced Deluge scripting and API integration between Zoho products and third party APIs. The course contains many hours of video content as well as quizzes and assignments to help embed the knowledge. 

This course is not meant for people who have never used Zoho products before. You need some base level understanding of the products (ideally you’ll have been using Zoho CRM/Creator for at least 2 months) otherwise it will all go over your head.

Forewarning: the content is challenging. It ramps up in difficulty very quickly. The objective of the course is to help you reach an advanced level of proficiency with Zoho CRM and Creator quickly. It focuses heavily on automation and custom functions using Deluge.

Introduction

1
Introduction

My name's Jeremy Nagel and I'm a certified Zoho CRM and Zoho Creator developer. My goal is to get you to the level I'm at now. Here's what you'll learn by the end of the course:

  • Advanced level customisation of Zoho CRM (creating custom modules, renaming fields and modules to suit your organisation)
  • Advanced level automation in Zoho CRM (setting up workflows, writing custom functions, preparing web hooks)
  • Setting up custom apps in Zoho CRM (use Zoho Creator to add interactive modules within CRM)
  • Building CRM extensions using Deluge script
  • Setting up webhooks via the Zoho CRM API
2
Tips for making the most out of this course
3
Questions/help/feedback
4
Pre-course knowledge check in
5
Tip for remembering more of the content in this course

CRM overview

1
What is a CRM?
2
Modules in Zoho CRM
3
Records in Zoho CRM

Navigating the CRM

1
Navigating the CRM
2
Quiz: navigating the CRM

Working with a client

1
Meet the client
2
Planning the CRM build for vicious vegans
3
Setting up the vicious vegans CRM - company details
4
Setting up modules for the vicious vegans CRM
5
Feedback from Vince
6
Adding a logo and renaming system fields
7
More content from Vince coming soon ;)

Zoho CRM customisation

1
Customisation Overview
2
Organisation Settings follow up - business hours and holidays
3
Tips for Quizzes
4
Custom fields quiz
5
Creating custom views
6
Custom Views Quiz
7
Quick note about the next video on Potentials
8
Stage probability mapping
9
Mapping fields from leads to accounts
10
Best practices when adding new users

Lock down exports

11
Custom Layouts in Zoho CRM
12
Conversion mapping, stage probability mapping and adding new users
13
Layout Rules in Zoho CRM
14
Customise your own CRM

Automation

1
Automation plans assignment
2
Automation Overview
3
Basic workflows
4
Time based workflows
5
Workflows
6
Blueprints

Note that the blueprints section is now under Process Management

7
Custom functions
8
When would you use webhooks in Zoho CRM?
9
How to use webhooks in Zoho CRM
10
Advanced Workflows
11
Workflow assignment

Deluge script for CRM custom functions

1
Deluge Script Overview
2
Recommended prerequisites for learning Deluge
3
The official deluge eLearning course + deluge docs
4
Basics of Deluge knowledge check
5
Debugging tips and Tricks
6
Using CRM integration tasks
7
Deluge Script basics
8
Exercise 1: Fetching CRM records by ID
9
Exercise 2: Creating a new record in Zoho CRM
10
Exercise 3: Updating an existing record in Zoho CRM
11
Creating and updating records using custom functions
12
Exercise 4: Searching for records in Zoho CRM
13
Searching for records using custom functions
14
Exercise 6: Sending emails
15
Exercise 7: Deleting records in Zoho CRM
16
Exercise 8 - using updateRelatedRecords to associate products with potentials
17
Fetching active users from the CRM
18
Calling external APIs
19
Custom functions part 3
20
Case study: complex CRM data migration using Deluge standalone function
21
Deluge assignment

Zoho CRM API deep dive

1
Overview - when to use the API?
2
Reading the docs
3
CORS limitations
4
Wrapper libraries/SDKs
5
Zoho CRM API
6
Creating an API endpoint to talk to Zoho CRM webhook

Integrating with third party services

1
Overview - integrating with external services
2
Using Zapier to integrate with external services
3
Integrating with third party services

Custom apps in Zoho CRM

1
Related lists for custom apps
2
Custom apps

End to end CRM case studies

1
Overview - end to end case studies
2
End to end Zoho CRM integration with eventbrite PART 1
3
End to end Zoho CRM integration with eventbrite PART 2
4
End to end Zoho CRM integration with eventbrite PART 3
5
End to end CRM walkthrough for event organizer PART 4
6
End to end CRM walkthrough for event organizer PART 5
7
End to end CRM walkthrough for event organizer PART 6
8
Set up your own CRM

Deluge in Zoho Creator

1
Overview - Deluge in Zoho Creator
2
Deluge in Zoho Creator basics: fetching records
3
Updating records in Zoho Creator
4
Field actions in Zoho Creator
5
On Load/On Edit hooks
6
Deluge in Zoho Creator part 1
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Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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7 hours on-demand video
7 articles
Full lifetime access
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Certificate of Completion
Zoho CRM and Zoho Creator Masterclass
Category:
IT & Software
Teacher
Daniel W
Price:
$55.98 $45
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