Zoho CRM and Zoho Creator Masterclass

Name: Zoho CRM and Zoho Creator Masterclass
Rating: 3.8 (657 reviews)

Learn everything you need to become a Zoho CRM/Creator consultant.

Created byJeremy Nagel

Last updated 12/2021

English

Arabic [Auto],English [Auto],

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

Course content

15 sections • 82 lectures • 6h 58m total length

Introduction2:45
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
Tips for making the most out of this course3:12
You probably won't finish this course unless..1:18
Questions/help/feedback0:18
Pre-course knowledge check in
Tip for remembering more of the content in this course2:01
Anki0:03

Meet the client0:44
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.
Planning the CRM build for vicious vegans6:01
Setting up the vicious vegans CRM - company details3:28
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.
Setting up modules for the vicious vegans CRM12:26
Feedback from Vince0:39
Adding a logo and renaming system fields3:56
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.
More content from Vince coming soon ;)0:04

Customisation Overview1:27
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.
Organisation Settings follow up - business hours and holidays4:58
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.
Tips for Quizzes2:02
Use quizzes as a learning tool that introduces new questions beyond videos, prompting you to research, Google, and consult documentation to build self-sufficiency.
Custom fields quiz
Creating custom views1:52
Custom Views Quiz
Quick note about the next video on Potentials0:10
Stage probability mapping5:59
Mapping fields from leads to accounts2:12
Best practices when adding new users5:31
Lock down exports
Custom Layouts in Zoho CRM4:00
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.
Conversion mapping, stage probability mapping and adding new users
Layout Rules in Zoho CRM3:50
Customise your own CRM

Automation plans assignment
Automation Overview0:57
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.
Basic workflows4:32
Time based workflows2:44
Workflows
Blueprints11:48
Note that the blueprints section is now under Process Management
Custom functions2:35
When would you use webhooks in Zoho CRM?4:40
How to use webhooks in Zoho CRM4:27
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.
Advanced Workflows
Workflow assignment

Deluge Script Overview1:19
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.
Recommended prerequisites for learning Deluge2:33
The official deluge eLearning course + deluge docs3:50
Basics of Deluge knowledge check
Debugging tips and Tricks3:00
Using CRM integration tasks2:28
Deluge Script basics
Exercise 1: Fetching CRM records by ID5:37
Exercise 2: Creating a new record in Zoho CRM6:12
Exercise 3: Updating an existing record in Zoho CRM5:18
Creating and updating records using custom functions
Exercise 4: Searching for records in Zoho CRM5:13
Master searching records in Zoho CRM via the API, using module, criteria, and paging; apply equals, starts with, and complex groupings for effective queries.
Searching for records using custom functions
Exercise 6: Sending emails3:14
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.
Exercise 7: Deleting records in Zoho CRM1:24
Exercise 8 - using updateRelatedRecords to associate products with potentials5:00
Fetching active users from the CRM0:09
Calling external APIs3:46
Custom functions part 3
Case study: complex CRM data migration using Deluge standalone function4:50
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.
Deluge assignment

Overview - when to use the API?4:37
Reading the docs7:44
CORS limitations1:45
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.
Wrapper libraries/SDKs1:14
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.
Zoho CRM API
Creating an API endpoint to talk to Zoho CRM webhook19:38

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

Zoho CRM and Zoho Creator Masterclass

What you'll learn

Explore related topics

Course content

Introduction6 lectures • 10min

CRM overview3 lectures • 3min

Navigating the CRM1 lecture • 20min

Working with a client7 lectures • 27min

Zoho CRM customisation10 lectures • 32min

Automation7 lectures • 32min

Deluge script for CRM custom functions15 lectures • 54min

Zoho CRM API deep dive5 lectures • 35min

Integrating with third party services2 lectures • 32min

Custom apps in Zoho CRM1 lecture • 6min

Requirements

Description

Who this course is for: