Zoho CRM and Zoho Creator Masterclass
3.8 (241 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
1,086 students enrolled

Zoho CRM and Zoho Creator Masterclass

Learn everything you need to become a Zoho CRM/Creator consultant.
3.8 (241 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
1,086 students enrolled
Created by Jeremy Nagel
Last updated 2/2020
English
English [Auto]
Current price: $44.99 Original price: $64.99 Discount: 31% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 6 hours on-demand video
  • 6 articles
  • Full lifetime access
  • Access on mobile and TV
  • Assignments
  • Certificate of Completion
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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
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
Course content
Expand all 72 lectures 06:10:31
+ Introduction
3 lectures 06:15

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
Preview 02:45
Questions/help/feedback
00:18
+ CRM overview
3 lectures 03:14
What is a CRM?
01:04
Modules in Zoho CRM
02:01
Records in Zoho CRM
00:07
+ Zoho CRM customisation
12 lectures 35:59

Please excuse my messy CRM layout. Someone criticised this video saying I didn't put time into showing what a clean layout should look like. I recorded this video in my development account which I don't really actively use as a CRM. In your own CRM, I'd encourage you to drag fields into appropriate sections. I hint at this when I show the "Contact Details" section. The default layout for the CRM has all the fields grouped into one section at the top. I find this overwhelming and moved the Phone/Email fields into their own section.

Adding custom fields & modifying existing custom fields
04:11
Lecture 5 continued: Creating clean CRM layouts
00:26
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

Lock down exports

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
Demonstrate you can customise a CRM. Customise fields, layouts, module names, logo and anything else you can think of and upload screenshots.
Customise your own CRM
5 questions
+ Automation
7 lectures 31:43
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
+ Deluge script for CRM custom functions
14 lectures 52:52
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
03:41
Exercise 8 - using updateRelatedRecords to associate products with potentials
05:00
Calling external APIs
03:46
Fetching list of active CRM users
01:41
Custom functions part 3
3 questions
+ Zoho CRM API deep dive
5 lectures 34:58
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
+ Integrating with third party services
2 lectures 31:32
Overview - integrating with external services
00:38
Using Zapier to integrate with external services
30:54
Integrating with third party services
2 questions
+ Custom apps in Zoho CRM
1 lecture 06:06
Related lists for custom apps
06:06
Custom apps
2 questions
+ End to end CRM case studies
7 lectures 02:00:07
Overview - end to end case studies
00:54
End to end Zoho CRM integration with eventbrite PART 1
20:03
End to end Zoho CRM integration with eventbrite PART 2
23:57
End to end Zoho CRM integration with eventbrite PART 3
20:42
End to end CRM walkthrough for event organizer PART 4
17:53
End to end CRM walkthrough for event organizer PART 5
07:06
End to end CRM walkthrough for event organizer PART 6
29:32
Having seen the end to end walkthrough for the CPA risk discussion group, go out and make your own CRM now.
Set up your own CRM
1 question
+ Deluge in Zoho Creator
9 lectures 23:01
Overview - Deluge in Zoho Creator
00:36
Deluge in Zoho Creator basics: fetching records
03:17
Updating records in Zoho Creator
01:09
Field actions in Zoho Creator
03:02
On Load/On Edit hooks
05:01
Deluge in Zoho Creator part 1
3 questions
Calling functions
02:05
Dynamic picklists in Zoho Creator
03:21
Schedules in Zoho Creator
01:32
Building HTML pages in Zoho Creator
02:58
Deluge in Zoho Creator part 2
5 questions