Zoho CRM and Zoho Creator Masterclass
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.
Overview
Section 1: Introduction
Lecture 1 Introduction
Lecture 2 Tips for making the most out of this course
Lecture 3 You probably won’t finish this course unless..
Lecture 4 Questions/help/feedback
Lecture 5 Tip for remembering more of the content in this course
Lecture 6 Anki
Section 2: CRM overview
Lecture 7 What is a CRM?
Lecture 8 Modules in Zoho CRM
Lecture 9 Records in Zoho CRM
Section 3: Navigating the CRM
Lecture 10 Navigating the CRM
Section 4: Working with a client
Lecture 11 Meet the client
Lecture 12 Planning the CRM build for vicious vegans
Lecture 13 Setting up the vicious vegans CRM – company details
Lecture 14 Setting up modules for the vicious vegans CRM
Lecture 15 Feedback from Vince
Lecture 16 Adding a logo and renaming system fields
Lecture 17 More content from Vince coming soon 😉
Section 5: Zoho CRM customisation
Lecture 18 Customisation Overview
Lecture 19 Organisation Settings follow up – business hours and holidays
Lecture 20 Tips for Quizzes
Lecture 21 Creating custom views
Lecture 22 Quick note about the next video on Potentials
Lecture 23 Stage probability mapping
Lecture 24 Mapping fields from leads to accounts
Lecture 25 Best practices when adding new users
Lecture 26 Custom Layouts in Zoho CRM
Lecture 27 Layout Rules in Zoho CRM
Section 6: Automation
Lecture 28 Automation Overview
Lecture 29 Basic workflows
Lecture 30 Time based workflows
Lecture 31 Blueprints
Lecture 32 Custom functions
Lecture 33 When would you use webhooks in Zoho CRM?
Lecture 34 How to use webhooks in Zoho CRM
Section 7: Deluge script for CRM custom functions
Lecture 35 Deluge Script Overview
Lecture 36 Recommended prerequisites for learning Deluge
Lecture 37 The official deluge eLearning course + deluge docs
Lecture 38 Debugging tips and Tricks
Lecture 39 Using CRM integration tasks
Lecture 40 Exercise 1: Fetching CRM records by ID
Lecture 41 Exercise 2: Creating a new record in Zoho CRM
Lecture 42 Exercise 3: Updating an existing record in Zoho CRM
Lecture 43 Exercise 4: Searching for records in Zoho CRM
Lecture 44 Exercise 6: Sending emails
Lecture 45 Exercise 7: Deleting records in Zoho CRM
Lecture 46 Exercise 8 – using updateRelatedRecords to associate products with potentials
Lecture 47 Fetching active users from the CRM
Lecture 48 Calling external APIs
Lecture 49 Case study: complex CRM data migration using Deluge standalone function
Section 8: Zoho CRM API deep dive
Lecture 50 Overview – when to use the API?
Lecture 51 Reading the docs
Lecture 52 CORS limitations
Lecture 53 Wrapper libraries/SDKs
Lecture 54 Creating an API endpoint to talk to Zoho CRM webhook
Section 9: Integrating with third party services
Lecture 55 Overview – integrating with external services
Lecture 56 Using Zapier to integrate with external services
Section 10: Custom apps in Zoho CRM
Lecture 57 Related lists for custom apps
Section 11: End to end CRM case studies
Lecture 58 Overview – end to end case studies
Lecture 59 End to end Zoho CRM integration with eventbrite PART 1
Lecture 60 End to end Zoho CRM integration with eventbrite PART 2
Lecture 61 End to end Zoho CRM integration with eventbrite PART 3
Lecture 62 End to end CRM walkthrough for event organizer PART 4
Lecture 63 End to end CRM walkthrough for event organizer PART 5
Lecture 64 End to end CRM walkthrough for event organizer PART 6
Section 12: Deluge in Zoho Creator
Lecture 65 Overview – Deluge in Zoho Creator
Lecture 66 Deluge in Zoho Creator basics: fetching records
Lecture 67 Updating records in Zoho Creator
Lecture 68 Field actions in Zoho Creator
Lecture 69 On Load/On Edit hooks
Lecture 70 Calling functions
Lecture 71 Dynamic picklists in Zoho Creator
Lecture 72 Schedules in Zoho Creator
Lecture 73 Building HTML pages in Zoho Creator
Section 13: Website integration
Lecture 74 Overview – website integration
Lecture 75 Using embedded Zoho Creator forms to modify data in CRM
Lecture 76 Integrating WordPress forms via Gravity Forms plugin
Lecture 77 Using API to integrate a form in website
Section 14: Zoho CRM extensions
Lecture 78 What are CRM extensions?
Lecture 79 Accessing data from custom modules in extensions
Lecture 80 Walkthrough: building stale lead tracker extension
Section 15: Wrapping up
Lecture 81 Summary of what you’ve learnt
Lecture 82 Next step: Become Certified
Someone who wants to automate their Zoho CRM account and build Zoho Creator apps
Course Information:
Udemy | English | 6h 58m | 3.06 GB
Created by: Jeremy Nagel
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