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Zoho CRM and Zoho Creator Masterclass

Learn everything you need to become a Zoho CRM/Creator consultant.
Bestseller
Rating: 4.6 out of 54.6 (329 ratings)
1,572 students
Created by Jeremy Nagel
Last updated 3/2021
English
English [Auto]
30-Day Money-Back Guarantee

What you'll 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
Curated for the Udemy for Business collection

Requirements

  • You should have a Zoho CRM account (ideally Enterprise edition as most of the features I train you in are only in Enterprise edition)
  • Ideally you'd have some programming experience but this isn't essential
  • You should have a high level understanding of Zoho CRM (preferably have used it for at least 2 months)

Description

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.

Who this course is for:

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

Featured review

Thomas Slamaris
Thomas Slamaris
5 courses
4 reviews
Rating: 5.0 out of 52 years ago
Yes, it is a good match. Jeremy had done a lot of work and it's not easy task because a know some things about Zoho. Also Jeremy demonstrates all complicated Zoho Crm and Creator functions creating a path to follow and solve all issues, discovering the potentials of ZOHO.

Course content

15 sections • 80 lectures • 6h 57m total length

  • Preview02:45
  • Preview03:12
  • Questions/help/feedback
    00:18
  • Pre-course knowledge check in
    4 questions
  • Tip for remembering more of the content in this course
    02:01

  • What is a CRM?
    01:04
  • Modules in Zoho CRM
    02:01
  • Records in Zoho CRM
    00:07

  • Navigating the CRM
    20:24
  • Quiz: navigating the CRM
    11 questions

  • Preview00:44
  • Preview06:01
  • Setting up the vicious vegans CRM - company details
    03:28
  • Setting up modules for the vicious vegans CRM
    12:26
  • Preview00:39
  • Adding a logo and renaming system fields
    03:56
  • More content from Vince coming soon ;)
    00:04

  • Preview01:27
  • Organisation Settings follow up - business hours and holidays
    04:58
  • Tips for Quizzes
    02:02
  • Custom fields quiz
    3 questions
  • Creating custom views
    01:52
  • Custom Views Quiz
    3 questions
  • Quick note about the next video on Potentials
    00:10
  • Stage probability mapping
    05:59
  • Mapping fields from leads to accounts
    02:12
  • Best practices when adding new users
    05:31
  • Custom Layouts in Zoho CRM
    04:00
  • Conversion mapping, stage probability mapping and adding new users
    3 questions
  • Layout Rules in Zoho CRM
    03:50
  • Customise your own CRM
    5 questions

  • Automation plans assignment
    3 questions
  • Automation Overview
    00:57
  • Basic workflows
    04:32
  • Time based workflows
    02:44
  • Workflows
    3 questions
  • Blueprints
    11:48
  • Custom functions
    02:35
  • When would you use webhooks in Zoho CRM?
    04:40
  • How to use webhooks in Zoho CRM
    04:27
  • Advanced Workflows
    3 questions
  • Workflow assignment
    3 questions

  • Deluge Script Overview
    01:19
  • Recommended prerequisites for learning Deluge
    02:33
  • The official deluge eLearning course + deluge docs
    03:50
  • Basics of Deluge knowledge check
    4 questions
  • Debugging tips and Tricks
    03:00
  • Using CRM integration tasks
    02:28
  • Deluge Script basics
    3 questions
  • Exercise 1: Fetching CRM records by ID
    05:37
  • Exercise 2: Creating a new record in Zoho CRM
    06:12
  • Exercise 3: Updating an existing record in Zoho CRM
    05:18
  • Creating and updating records using custom functions
    4 questions
  • Exercise 4: Searching for records in Zoho CRM
    05:13
  • Searching for records using custom functions
    2 questions
  • Exercise 6: Sending emails
    03:14
  • Exercise 7: Deleting records in Zoho CRM
    01:24
  • Exercise 8 - using updateRelatedRecords to associate products with potentials
    05:00
  • Fetching active users from the CRM
    00:09
  • Calling external APIs
    03:46
  • Custom functions part 3
    3 questions
  • Case study: complex CRM data migration using Deluge standalone function
    04:50
  • Deluge assignment
    4 questions

  • Overview - when to use the API?
    04:37
  • Reading the docs
    07:44
  • CORS limitations
    01:45
  • Wrapper libraries/SDKs
    01:14
  • Zoho CRM API
    3 questions
  • Creating an API endpoint to talk to Zoho CRM webhook
    19:38

  • Overview - integrating with external services
    00:38
  • Using Zapier to integrate with external services
    30:54
  • Integrating with third party services
    2 questions

  • Related lists for custom apps
    06:06
  • Custom apps
    2 questions

Instructor

Jeremy Nagel
Zoho Creator/CRM developer
Jeremy Nagel
  • 4.2 Instructor Rating
  • 612 Reviews
  • 2,210 Students
  • 2 Courses

I've been working as a Zoho Creator/CRM developer for the last five years. As well as proficiency in Zoho, I work as a full stack developer building Ruby on Rails + React JS apps. I enjoy teaching and have uploaded more than 200 videos on Zoho to my Youtube channel: https://www.youtube.com/nuanceditau

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