Zoho CRM and Zoho Creator Masterclass

Course Curriculum

Chapter 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

Chapter 2: CRM overview

Lecture 1: What is a CRM?

Lecture 2: Modules in Zoho CRM

Lecture 3: Records in Zoho CRM

Chapter 3: Navigating the CRM

Lecture 1: Navigating the CRM

Chapter 4: Working with a client

Lecture 1: Meet the client

Lecture 2: Planning the CRM build for vicious vegans

Lecture 3: Setting up the vicious vegans CRM – company details

Lecture 4: Setting up modules for the vicious vegans CRM

Lecture 5: Feedback from Vince

Lecture 6: Adding a logo and renaming system fields

Lecture 7: More content from Vince coming soon 😉

Chapter 5: Zoho CRM customisation

Lecture 1: Customisation Overview

Lecture 2: Organisation Settings follow up – business hours and holidays

Lecture 3: Tips for Quizzes

Lecture 4: Creating custom views

Lecture 5: Quick note about the next video on Potentials

Lecture 6: Stage probability mapping

Lecture 7: Mapping fields from leads to accounts

Lecture 8: Best practices when adding new users

Lecture 9: Custom Layouts in Zoho CRM

Lecture 10: Layout Rules in Zoho CRM

Chapter 6: Automation

Lecture 1: Automation Overview

Lecture 2: Basic workflows

Lecture 3: Time based workflows

Lecture 4: Blueprints

Lecture 5: Custom functions

Lecture 6: When would you use webhooks in Zoho CRM?

Lecture 7: How to use webhooks in Zoho CRM

Chapter 7: Deluge script for CRM custom functions

Lecture 1: Deluge Script Overview

Lecture 2: Recommended prerequisites for learning Deluge

Lecture 3: The official deluge eLearning course + deluge docs

Lecture 4: Debugging tips and Tricks

Lecture 5: Using CRM integration tasks

Lecture 6: Exercise 1: Fetching CRM records by ID

Lecture 7: Exercise 2: Creating a new record in Zoho CRM

Lecture 8: Exercise 3: Updating an existing record in Zoho CRM

Lecture 9: Exercise 4: Searching for records in Zoho CRM

Lecture 10: Exercise 6: Sending emails

Lecture 11: Exercise 7: Deleting records in Zoho CRM

Lecture 12: Exercise 8 – using updateRelatedRecords to associate products with potentials

Lecture 13: Fetching active users from the CRM

Lecture 14: Calling external APIs

Lecture 15: Case study: complex CRM data migration using Deluge standalone function

Chapter 8: Zoho CRM API deep dive

Lecture 1: Overview – when to use the API?

Lecture 2: Reading the docs

Lecture 3: CORS limitations

Lecture 4: Wrapper libraries/SDKs

Lecture 5: Creating an API endpoint to talk to Zoho CRM webhook

Chapter 9: Integrating with third party services

Lecture 1: Overview – integrating with external services

Lecture 2: Using Zapier to integrate with external services

Chapter 10: Custom apps in Zoho CRM

Lecture 1: Related lists for custom apps

Chapter 11: End to end CRM case studies

Lecture 1: Overview – end to end case studies

Lecture 2: End to end Zoho CRM integration with eventbrite PART 1

Lecture 3: End to end Zoho CRM integration with eventbrite PART 2

Lecture 4: End to end Zoho CRM integration with eventbrite PART 3

Lecture 5: End to end CRM walkthrough for event organizer PART 4

Lecture 6: End to end CRM walkthrough for event organizer PART 5

Lecture 7: End to end CRM walkthrough for event organizer PART 6

Chapter 12: Deluge in Zoho Creator

Lecture 1: Overview – Deluge in Zoho Creator

Lecture 2: Deluge in Zoho Creator basics: fetching records

Lecture 3: Updating records in Zoho Creator

Lecture 4: Field actions in Zoho Creator