Zoho CRM and Zoho Creator Masterclass

Zoho CRM and Zoho Creator Masterclass, available at $94.99, has an average rating of 4.36, with 83 lectures, 18 quizzes, based on 556 reviews, and has 3277 subscribers.

You will learn about 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 This course is ideal for individuals who are Someone who wants to automate their Zoho CRM account and build Zoho Creator apps It is particularly useful for Someone who wants to automate their Zoho CRM account and build Zoho Creator apps.

Enroll now: Zoho CRM and Zoho Creator Masterclass

Summary

Title: Zoho CRM and Zoho Creator Masterclass

Price: $94.99

Average Rating: 4.36

Number of Lectures: 83

Number of Quizzes: 18

Number of Published Lectures: 82

Number of Published Quizzes: 18

Number of Curriculum Items: 107

Number of Published Curriculum Objects: 106

Original Price: $34.99

Quality Status: approved

Status: Live

What You Will Learn

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

Who Should Attend

Someone who wants to automate their Zoho CRM account and build Zoho Creator apps

Target Audiences

Someone who wants to automate their Zoho CRM account and build Zoho Creator apps

I’ve been working as a certified聽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聽hours of video content as well as quizzes and assignments聽to help embed the knowledge.锟?/p>

This course is not meant for people who have never used Zoho products聽before. You need some base level understanding of the products (ideally you’ll have been using Zoho CRM/Creator聽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.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Lecture 2: Tips for making the most out of this course

Lecture 3: You probably wont finish this course unless..

Lecture 4: Questions/help/feedback

Lecture 5: Tip for remembering more of the content in this course

Lecture 6: Anki

Chapter 2: CRM overview

Lecture 1: What is a CRM?

Lecture 2: Modules in Zoho CRM

Lecture 3: Records in Zoho CRM

Chapter 3: Navigating the CRM

Lecture 1: Navigating the CRM

Chapter 4: Working with a client

Lecture 1: Meet the client

Lecture 2: Planning the CRM build for vicious vegans

Lecture 3: Setting up the vicious vegans CRM – company details

Lecture 4: Setting up modules for the vicious vegans CRM

Lecture 5: Feedback from Vince

Lecture 6: Adding a logo and renaming system fields

Lecture 7: More content from Vince coming soon 馃槈

Chapter 5: Zoho CRM customisation

Lecture 1: Customisation Overview

Lecture 2: Organisation Settings follow up – business hours and holidays

Lecture 3: Tips for Quizzes

Lecture 4: Creating custom views

Lecture 5: Quick note about the next video on Potentials

Lecture 6: Stage probability mapping

Lecture 7: Mapping fields from leads to accounts

Lecture 8: Best practices when adding new users

Lecture 9: Custom Layouts in Zoho CRM

Lecture 10: Layout Rules in Zoho CRM

Chapter 6: Automation

Lecture 1: Automation Overview

Lecture 2: Basic workflows

Lecture 3: Time based workflows

Lecture 4: Blueprints

Lecture 5: Custom functions

Lecture 6: When would you use webhooks in Zoho CRM?

Lecture 7: How to use webhooks in Zoho CRM

Chapter 7: Deluge script for CRM custom functions

Lecture 1: Deluge Script Overview

Lecture 2: Recommended prerequisites for learning Deluge

Lecture 3: The official deluge eLearning course + deluge docs

Lecture 4: Debugging tips and Tricks

Lecture 5: Using CRM integration tasks

Lecture 6: Exercise 1: Fetching CRM records by ID

Lecture 7: Exercise 2: Creating a new record in Zoho CRM

Lecture 8: Exercise 3: Updating an existing record in Zoho CRM

Lecture 9: Exercise 4: Searching for records in Zoho CRM

Lecture 10: Exercise 6: Sending emails

Lecture 11: Exercise 7: Deleting records in Zoho CRM

Lecture 12: Exercise 8 – using updateRelatedRecords to associate products with potentials

Lecture 13: Fetching active users from the CRM

Lecture 14: Calling external APIs

Lecture 15: Case study: complex CRM data migration using Deluge standalone function

Chapter 8: Zoho CRM API deep dive

Lecture 1: Overview – when to use the API?

Lecture 2: Reading the docs

Lecture 3: CORS limitations

Lecture 4: Wrapper libraries/SDKs

Lecture 5: Creating an API endpoint to talk to Zoho CRM webhook

Chapter 9: Integrating with third party services

Lecture 1: Overview – integrating with external services

Lecture 2: Using Zapier to integrate with external services

Chapter 10: Custom apps in Zoho CRM

Lecture 1: Related lists for custom apps

Chapter 11: End to end CRM case studies

Lecture 1: Overview – end to end case studies

Lecture 2: End to end Zoho CRM integration with eventbrite PART 1

Lecture 3: End to end Zoho CRM integration with eventbrite PART 2

Lecture 4: End to end Zoho CRM integration with eventbrite PART 3

Lecture 5: End to end CRM walkthrough for event organizer PART 4

Lecture 6: End to end CRM walkthrough for event organizer PART 5

Lecture 7: End to end CRM walkthrough for event organizer PART 6

Chapter 12: Deluge in Zoho Creator

Lecture 1: Overview – Deluge in Zoho Creator

Lecture 2: Deluge in Zoho Creator basics: fetching records

Lecture 3: Updating records in Zoho Creator

Lecture 4: Field actions in Zoho Creator

Instructors

Jeremy Nagel
Zoho Creator/CRM developer

Rating Distribution

1 stars: 27 votes

2 stars: 34 votes

3 stars: 125 votes

4 stars: 154 votes

5 stars: 216 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

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!