Course curriculum

    1. Introduction

    2. Setting Expectations

    1. Design and Plan Your First Workflow

    2. Assignment - Design 3 workflows

    3. Live Session 1 - Design an automation

    1. Zoho CRM Workflow Overview

    2. Workflow Pahse 1 Quiz

    3. Workflow Pahse 2 Quiz

    4. Implement a Workflow From a Design

    5. Zoho CRM Workflows - It's your turn to implement!

    6. Testing a Workflow

    7. Advanced Workflows

    8. Workflows Summary Quiz

    9. More Workflow Scenarios

    10. Live Session 2 - Implement a Workflow

    1. Blueprints Overview

    2. Basic Blueprint Quiz

    3. Design and Planning a Blueprint

    4. Plan a Leads Blueprint Assignment

    5. Live Session 3 - Design a Blueprint

    1. Implement a Blueprint

    2. Implement a Zoho CRM Blueprint

    3. Live session 4 - Implement a Blueprint

About this course

  • In-depth Zoho training for employees (non-admin functionality)
  • Complete Zoho Forms course (Updated for 2022)
  • Weekly Zoho Q&A Sessions with me and my expert team.

About The Zoho CRM Automation workshop

About Me...

Why should you trust Lior?

Let me tell you a little bit about myself...

As a Premium Zoho Partner and owner of the top-rated Zoho consulting firm Amazing Business Results, I'm a proven specialist in my craft. I know the ins and outs of Zoho One's suite, and my results reflect that.

Over 10,000 students globally have benefitted from Amazing Business Results multiple 5 star Zoho training programs.

30,000 Zoho users learn from our YouTube channel's extensive training and education videos every month.

100's of businesses have improved their bottom lines and got the most from their custom CRM Zoho suites thanks to our comprehensive training programs.