What you'll learn
- Basic Zoho CRM terminology
- Different ways of using code to extend Zoho CRM
- How to quickly find information and tutorials
- Basics of using Deluge Script in Zoho CRM
- Basic knowledge of Deluge Script
- Programmer or Business Owner who has hired a programmer
- Access to Zoho CRM
This course is intended as a crash course for programmers who want to learn the basics of Zoho CRM quickly.
Why I created this course
I am a self-employed consultant who helps people build chatbots. I am also a software developer building my own SaaS app to help people build and manage chatbots.
A year back, I purchased a subscription to Zoho One but did not use the CRM very well for quite a few months. I still used other software inside Zoho One, but the CRM remained something of a mystery to me.
Just before the subscription expired, I spent a good few weeks trying to figure out the actual CRM. Since Zoho One includes a lot of other apps I use regularly, I would have renewed my Zoho One subscription anyway, but not understanding the CRM itself made me feel like I was not maximizing my Zoho One subscription.
Then I realized that there are really no good guides for programmers who just want to quickly get into using Zoho CRM as a developer.
I wanted to learn just the basics, and get enough knowledge to start poking around and to try out things without messing up production data. I hope this course will help you do exactly that. And an advantage of knowing how to code is that even if you do something unexpected, you can fix these issues quickly if you know where to look.
Note: It is possible that this course might oversimplify some of the business concepts. I am neither a business major nor a marketer, and this course is almost entirely from the perspective of a programmer.
Also, do NOT buy this course ..
.. if you want to learn Deluge script from scratch
.. if you want to learn Zoho Creator programming. While Zoho Creator and Zoho CRM are tightly integrated, Creator is a full fledged app development platform and requires its own full course
.. if you hope to get copy-and-paste code samples. All the code presented in this course is for instructional purposes only.
.. if you are already fairly proficient with using Zoho CRM as a developer. You might find something useful here, but you will also run into a lot of stuff which might seem like "fluff" to you
Who this course is for:
- Programmers assigned on Zoho CRM project and want to get up to speed quickly
- Business owners who want to learn how Zoho CRM can be extended using code
- People who want to evaluate if Zoho CRM is right for them before their free trial ends
I am primarily a Dialogflow consultant who is building software to help people speed up their bot development.
In addition, I have trained a lot of technical non-programmers via my online courses. Many of them have mentioned that my courses were easy for them to follow even though they didn't have a software development background.