Zoho CRM Developer Advanced Program

This program deep-dives into advanced customization, integrations, and development for Zoho CRM. Participants will learn how to build and deploy widgets with React, create end-to-end integrations using APIs & SDKs, automate complex workflows, and publish custom Zoho Extensions on Zoho Marketplace.

Duration

24 Hours (8 Sessions × 3 Hours or 6 Days × 4 Hours)
8 Modules

Gain insight into a topic and learn the fundamentals.

Intermediate to Advanced Level

Based on Zoho’s Official Training Agenda

24 Hours

24 Hours (8 Sessions × 3 Hours or 6 Days × 4 Hours)

Flexible schedule

Learn at your own space

Course Overview

This program deep-dives into advanced customization, integrations, and development for Zoho CRM.
Participants will learn how to build and deploy widgets with React, create end-to-end integrations using APIs & SDKs, automate complex workflows, and publish custom Zoho Extensions on Zoho Marketplace.

Prerequisite:

  1. Completion of Zoho CRM Developer – Beginner
    2. Strong knowledge of Deluge scripting & CRM automation
    3. Basic understanding of REST APIs and widgets

Learning Outcomes

By the end of this program, participants will be able to:

  1. Design and implement advanced Deluge-based automation across modules.
  2. Integrate Zoho CRM with external applications using SDKs & OAuth 2.0.
  3. Develop custom widgets using modern JavaScript frameworks like React.

Build and deploy Zoho Extensions using CLI & manifest files.

Tools & Platforms Used

  • Zoho CRM (Developer Sandbox)
  • Zoho Developer Console
  • Postman
  • Zoho CLI
  • Zoho Catalyst
  • VS Code (React + JS development)
  • SDK Environment (Node.js / Python)

Course Structure

Module 1: Advanced Deluge Programming

Objective: Write scalable, efficient, and modular Deluge code for complex business automation.

Topics Covered:

  1. Deep dive into Lists, Maps, and Collections
  2. Nested loops, recursion & modular scripting
  3. Error handling (try-catch, info, return)
  4. Working with large datasets (Pagination & Limits)
  5. Using invokeUrl to consume APIs (GET, POST, PUT)
  6. Handling JSON/XML responses
  7. Building reusable function libraries
  8. Performance tuning & execution limits

Hands-on Project:
Create a multi-step automation that validates a lead, updates related records, and sends a WhatsApp message using API.

Module 2: Zoho CRM API Mastery

Objective: Gain complete command over the Zoho CRM REST APIs for custom integrations.

Topics Covered:

  1. OAuth 2.0 advanced concepts (refresh tokens, scopes, expiry)
  2. Multi-user authentication setup
  3. Webhooks vs Deluge API calls
  4. Real-world API Scenarios (Lead Capture Forms, Booking Sync)
  5. Integrating CRM with third-party platforms (Google Sheets, WhatsApp, HubSpot)
  6. Error codes, throttling, and retry mechanisms
  7. Using Zoho Circuits for API-based workflows
  8. Testing & documenting APIs for client developers

Hands-on Project:
Build a CRM → Google Sheets integration that automatically logs new deals.

Module 3: Advanced Client Scripts & Widgets (React-based)

Objective: Develop powerful custom UI elements inside Zoho CRM.

Topics Covered:

  1. Advanced JS SDK (ZDK) Methods & Data Handling
  2. State management and form handling in React
  3. Multi-screen widgets & popups
  4. Using APIs inside widgets
  5. Widget ↔ CRM data communication flow
  6. UI styling with Tailwind CSS
  7. Packaging & Deployment via CLI
  8. Caching & performance optimization

Hands-on Project:
Build a “Vendor Comparison Widget” that fetches vendor quotes from CRM and displays a visual price comparison.

Module 4: SDK-Based Integrations (Python / Node / PHP)

Objective: Learn how to connect Zoho CRM with external systems using SDKs.

Topics Covered:

  1. Overview of Zoho SDKs (Python, PHP, Node.js)
  2. Installing and configuring SDK environment
  3. Authentication and Token Management
  4. CRUD operations using SDK
  5. Real-life examples:
    • Sync CRM deals to a custom portal
    • Update CRM when payment received in external system
  6. Logging & Exception Handling
  7. Best practices for collaboration with client’s backend developers

Hands-on Project:
Simulate an integration between Zoho CRM and a Python-based vendor portal using Zoho SDK.

Module 5: Zoho Flow & Serverless Automation

Objective: Go beyond CRM with cross-application automation.

Topics Covered:

  1. Introduction to Zoho Flow for workflow orchestration
  2. Building multi-app automations (CRM ↔ Books ↔ Campaigns)
  3. Conditional branches & Delays
  4. Using Zoho Catalyst Functions for serverless scripting
  5. Integrating external APIs inside Flow
  6. Monitoring & error handling

Hands-on Project:
Build a Zoho Flow that syncs invoices between CRM, Books, and WhatsApp alerts.

Module 6: Zoho Extension Development & Marketplace Publishing

Objective: Package and publish your solutions as Zoho Extensions.

Topics Covered:

  1. Introduction to Zoho Extensions
  2. Understanding the extension structure
  3. Manifest file setup
  4. Embedding widgets, connections, and client scripts in one package
  5. Using Zoho Developer Console for publishing
  6. Testing & Validation checklist
  7. Monetization & Marketplace listing process

Hands-on Project:
Build and package a “Lead Qualification Assistant” extension that automates lead scoring and follow-up tasks.

Module 7: Enterprise-Level Implementation Practices

Objective: Learn how to deploy, document, and manage full Zoho systems.

Topics Covered:

  1. Sandbox deployment & UAT strategy
  2. Version control and script documentation
  3. Audit trails & change logs
  4. API usage monitoring and limits
  5. Secure token management (OAuth storage)
  6. Client handover checklist

Managing live support after deployment

Module 8: Final Capstone Project

Objective: Apply all skills in a practical business case.

Project Brief:

Design and implement a complete Booking Management Integration system for a travel company.

Requirements:

  • CRM modules: Leads, Trips, Bookings, Payments

     

  • Deluge functions for automation

     

  • Widget to view trip details and payment summary

     

  • Integration with Zoho Books API via SDK

     

  • Deployment as an Extension (Marketplace-ready)

     

Outcome Certification

Graduates receive:
“Certified Zoho CRM Developer – Advanced”
from SoulVista Academy, validating their expertise in CRM development, widget creation, and system integration.

Talk To Us

We are happy to help you

Simple and Transparent Pricing

The Zoho CRM Developer – Advanced Program is designed for learners who already understand basics and now want to build enterprise-level CRM applications.

You will learn advanced Deluge scripting, develop custom widgets using React, create powerful integrations using REST APIs & SDKs, automate multi-app workflows, and publish marketplace-ready Zoho Extensions.

Zoho CRM Developer

Training Program
25000
Duration : 24 Hrs
Flexible Schedule
Extension Development Training
Integration with SDKs (Python / Node)

Instructor

Amarjeet Kumar

My name is Tabish Alam, and I’m a Senior Consultant at one of the top Zoho Partners in Europe. I hold a Level 2 Certification in Zoho CRM, which is currently the highest level possible.

In my day job, I design and build Zoho CRM systems for clients across Europe. I’ve personally implemented over 60 systems for organisations of all sizes in a variety of industries, including manufacturing, distribution, professional services, IT, construction, pharmaceutical, and non-profits.

I regularly run on-site training on Zoho Apps and hear a lot of questions about Zoho CRM from users and administrators alike. In my courses, I share the answers to those questions, as well as hints and tips to make using your new CRM system simpler.

  • 4.2 Instructor Rating
  • 97 Reviews
  • 1,400 Students

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Why people choose SoulVista

Frequently asked questions

Who is this program suitable for?

This program is designed for learners who already understand the basics of Deluge, CRM automation, and REST APIs. It is ideal for CRM implementers, automation specialists, developers, and anyone looking to build advanced integrations or publish Zoho Extensions.

What are the prerequisites for enrolling?

You must have completed the Zoho CRM Developer – Beginner program.
Additionally, you should have:

  • Strong knowledge of Deluge scripting

  • Basic understanding of REST APIs

  • Familiarity with Zoho CRM modules and workflows

Will we learn actual coding and real-life projects?

Yes! Every module includes a hands-on project such as:

  • Multi-step Deluge automation

  • API integrations (e.g., CRM → Google Sheets)

  • React-based widget development

  • SDK-based integrations

  • Publishing a Zoho Marketplace Extension
    The final capstone project is a complete real-world CRM automation system.

Do I need to know React or SDKs before joining?

No prior experience in React, Node, or Python SDKs is required.
You will learn:

  • React basics for widget development

  • How to set up SDK environments

  • How to build integrations using provided examples
    Everything is taught from an implementation perspective.

Will I get a certificate after completing the program?

Yes. After successfully completing all modules and the capstone project, you will receive a “Certified Zoho CRM Developer – Advanced” certificate from 4Steps Academy, recognizing your expertise in automation, widgets, APIs, and extension development.

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