CRM Developer Training - Zoho
CRM DeveloperTraining
CRM Developer TrainingAbout The EventThe Zoho CRM Training Course for Developers is a four-day online trainingprogram that is aimed at enabling developers to implement additional functionswithin Zoho CRM.IT services will learn to use extensive features to customizeZoho CRM based on their needs.Freelance developers will learn how to apply their programmingskills to benefit from better opportunities with Zoho CRM users invarious industries.The course covers the development-oriented features in Zoho CRMwhich facilitate programmers to code and incorporate whateverthey need into their existing CRM. The training and learning will beboth conceptual and practical.What’s in store?Each topic in this course is made up of four main components: conceptexplanation, demonstration, hands-on exercises, and Q&A session. So come tolearn with us! We would love to help you on your journey through the excitingroads of CRM development.Who can attend?Our Developer training is suitable for people with the following skill set:handling HTTP requests and responses, Java or Python programming, webapplication development, basic knowledge of HTML, CSS, and JavaScript.
Agenda4 Days 5 HoursDay 1Learn about Zoho CRM and the opportunitiesthat are available to you in the developer space.Learn about the API support provided in Zoho CRM.Learn the authentication procedures that aresupported. Understand the API classifications andtheir limits and best practices.Module 1IntroductionWelcome to Zoho CRMZoho CRM ArchitectureOpportunities for DevelopersModule 2REST APIOverviewUnderstanding CRM API ConceptsTerminologyAuthentication ProcedureUnderstanding Identifier and Scopes
Request Methods and ResponseStructureAPI Classification Based on CRMConceptsUsing the API in Different ScenariosAPI LimitsBest PracticesHands-On Practice ExercisesDay 2There may sometimes be a need to interact withthird-party applications from within Zoho CRM.Understand the steps involved in setting up aconnection with a third-party application and learnhow to write Deluge functions that can operate on thedata to accomplish necessary customized tasks.Module 3ConnectionsOverviewSetting up ConnectionsUsing ConnectionsHands-On Practice Exercises
FunctionsModule 4Understanding Integration Tasks in FunctionsConfiguring FunctionsHands-On Practice ExercisesDay 3Allow your Deluge functions to be accessedfrom outside Zoho CRM and understand how touse them in webhooks. Learn to create widgetsto embed any custom application or third-partyservice into Zoho CRM.Module 5More About FunctionsTriggering a Deluge FunctionCustomizing Related ListsSetting up Custom Actions in Workflow RulesSetting Follow-up Actions in BlueprintFunction as an APIUsing Webhooks in FunctionsSchedulesHands-On Practice Exercises
Day 4Learn the steps to create your web application, hostit locally or deploy it to a server, and view it in abrowser. Extend your knowledge by learning how tointegrate web applications with Zoho CRM seamlesslyusing the server-side SDKs.Module 6WidgetsOverviewInstalling Zoho’s Command Line InterfaceTypes of WidgetsCreating WidgetsDeploying WidgetsHands-On Practice ExercisesModule 7SDKsOverviewDeveloping Web Applications Using SDKHosting Web ApplicationsUsing Web ApplicationsIntroduction to SDKHands-On Practice Exercises
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Hands-On Practice Exercises Overview Developing Web Applications Using SDK Hosting Web Applications Using Web Applications Introduction to SDK Hands-On Practice Exercises Day 4 Learn the steps to create your web application, host it locally or deploy it to a server, and view it in a browser. Extend your knowledge by learning how to
4. Zoho crm modules In Zoho CRM, your data will be categorized into several modules; Contacts, Leads, Potentials, Vendors, Users, Invoices and more. Using the Zoho CRM field, you can fetch data of any module from Zoho CRM, into your custom application. The value of a Zoho CRM module can be one of the fields on your application.
Zoho CRM Integration Guide 1 - Zoho CRM Integration Overview 2 Terminologies The following table lists the terminologies of the Zoho CRM. . access all the data and manage all the users in Zoho CRM, such as CEO, senior executive, senior ad ministrator, etc. Zoho User The corporate staff who can only access specific data based on assigned .
Course 1: Getting Started With Zoho CRM (For Admins) Lecture 6: Migrating Data to Zoho CRM When you decide to switch to Zoho CRM, migrating your existing business data to the new system can be very challenging for some. Learn best practices to migrate your data into Zoho CRM and how you can: y Create records manually y Do a bulk import of data
Zoho CRM. Using this extension, Zoho CRM users can easily track your Ship Engine shipment using Ship Engine Tracking Number and Carrier Code within Zoho CRM and also, get the Ship Engine Shipping rate for different delivery options (service type) from within your Zoho CRM account. This User Manual document provides step-by-step instructions to .
The information contained in this document represents the current views of Zoho CRM as of the date of the publication. Zoho CRM cannot guarantee the accuracy of any information presented after the date of the publication. This document is for information only. Zoho CRM makes no warranties expressed or implied in this document. The names and .
Zoho CRM is a popular CRM product for small and medium-sized businesses and is used by millions of users. With this extension, users can easily process Payway payments for Zoho CRM invoices. The Payway payment status and all previous Payway transaction history are shown within Zoho CRM for easy reference. Revision Date Initials Comments
services of Zoho CRM. A sample of how an SDK acts a middle ware or interface between Zoho CRM and a client PHP application. PHP SDK allows you to: 1. Exchange data between Zoho CRM and the client application where the CRM entities are modelled as classes. 2.
Specify the login credentials of your FreshBooks account and click Log in. After login, FreshBooks will request the permission to access the data from Zoho CRM account. . If any Invoice is deleted in the FreshBooks, the same information will be deleted automatically in the Zoho CRM In
