Zoho CRM and Zoho Creator Masterclass

Meet the client to define the CRM needs for a demonstration project in Zoho CRM and Zoho Creator. Learn to track the audience and close sponsorship deals.

Plan and map a vegan fighting company into a Zoho CRM and Zoho Creator build, outlining events, fans, sponsors, merch, and payments as integrated modules.

Set up a new Zoho CRM for Vince’s team, configuring company details, address, locale Australia, Sydney timezone, and July fiscal year. Enable 24/7 business hours, holidays, and data-sharing hierarchy preferences.

Vince offers actionable feedback on the serum project, requesting rename of zip code to postcode, positioning the logo, and clear branding that signals his vegan company.

Upload the logo to company details and rename the zip code system field via translations, exporting and importing the English file to apply post code.

Explore basic and advanced customization of Zoho CRM and Zoho Creator, including custom fields. Apply best practices for adding users and export permissions to protect your data.

Explore how to set up business hours and holidays in the Zoho CRM and Zoho Creator masterclass to manage repeating tasks, appointment slots, and workflow timing according to available hours.

Use quizzes as a learning tool that introduces new questions beyond videos, prompting you to research, Google, and consult documentation to build self-sufficiency.

Create custom views in the Zoho CRM and Zoho Creator Masterclass to quickly filter leads or accounts by criteria, select fields, and share subsets with others.

Learn about layouts in Zoho CRM and customize prospect records with fields for real estate and events. Clone layouts, add or remove fields, and use layout rules to hide fields.

Explore how layout rules in Zoho CRM control field visibility and actions, triggered by conditions like contract start date, with instant show/hide behavior and on-the-fly updates.

Explore automation features in Zoho CRM and Zoho Creator, including basic and time-based workflows, blueprint's custom functions, and web hooks, with practical tips and recent updates.

Learn basic Zoho workflows: set up automation rules on the leads module, trigger on a tick box, apply field updates, and execute instant actions like email, tasks, and reminders.

Learn how webhooks in Zoho CRM trigger real-time notifications to external APIs when deals or leads change, enabling immediate updates, database synchronization, and integrations with Zapier or similar services.

Learn how to set up webhooks in Zoho CRM by configuring a standard workflow with criteria, actions, and parameters, and select appropriate data formats for secure transmission.

Explore Deluge Script overview and learn to work with custom functions that access the CRM API, performing actions like searching records, deleting records, and retrieving active users.

Begin with a basic programming course in JavaScript and Python to learn program structure, conditions, and controls. Recognize that Deluge syntax mirrors JavaScript, easing learning after understanding database concepts.

Learn the official deluge eLearning course and deluge docs, exploring language elements, data types, conditionals, debugging, and lists and maps through interactive coding and progressively harder exercises.

Apply debugging tools for custom functions to tackle mysterious errors. Comment code, insert debug statements, and use a send mail task to surface data during workflow execution.

Master Zoho CRM and Zoho Creator integration tasks using custom functions to update, create, search, and attach records, while leveraging Deluge script to simplify API methods without XML.

Learn to fetch a crm record by id using the rest api and deluge, map api names to modules, and pass the lead id to retrieve a specific lead.

Master searching records in Zoho CRM via the API, using module, criteria, and paging; apply equals, starts with, and complex groupings for effective queries.

Learn how to send emails from a Zoho Creator custom function to notify users, with debugging tips and HTML-compatible CRM variable injection, alongside managing server workflow alert limitations.

Delete records in Zoho CRM using a Deluge script and the CRM connector, demonstrated by deleting a deal and confirming success.

learn to fetch external content with a zoho crm custom function using GET and email the results; compare GET and POST and note inline styling limits for HTML emails.

Explore a case study of migrating complex crm data with a deluge standalone function, importing students, courses, units of competency, and costs via a rest api.

Learn when to use the Zoho CRM API instead of deluge tasks, including retrieving my records, inserting and deleting records, uploading files, and listing modules and users.

Explore how to read the Zoho crm and Zoho creator docs, navigate api methods and authentication tokens, and learn to convert a lead into an account, contact, and potential.

Understand cors limitations that block client-side api calls from web pages, even when enabled. Discover why server-side calls are required, using node, dot net, or ruby sdk.

Explore wrapper libraries and software development kits for Zoho api across languages, from ruby wrappers to dotnet providers, highlighting json over xml and easier integration than direct api calls.

Learn to integrate with external and third-party services within Zoho CRM and Zoho Creator, using practical steps and examples like Avenged Glass and Zakiyah.

Learn to set up a Zoho CRM from scratch, rename modules for guests and members, connect events, and automate emails and drip campaigns with Zapier.