Create your own convert feature in Zoho CRM | Kiosk Studio Session #7
In a nutshell:
Want to replicate the leads-to-contacts conversion flow for your custom modules?
Use Kiosk Studio to build a convert feature in less than one day—with zero code—that enables the following:
Want to replicate the leads-to-contacts conversion flow for your custom modules?
Use Kiosk Studio to build a convert feature in less than one day—with zero code—that enables the following:
- Conditional approvals
- Dynamic module mapping
- Automatic email notifications
- Opening converted records in tabs
Hello everyone,
Need a custom convert feature for your CRM modules? Kiosk Studio can help you create one—quickly and without coding!
Need a custom convert feature for your CRM modules? Kiosk Studio can help you create one—quickly and without coding!
What is a convert feature?
When an entity has reached a certain stage, businesses often convert it into another entity in Zoho CRM. For example, they may want to convert leads into contacts when they meet predefined criteria.
This is done for many reasons: to reflect an important change in the entity's lifecycle, to enable specialized workflows, to make reporting easier or more accurate, to streamline the handoff between teams, and so on.
Zoho CRM has a built-in convert feature for the Leads, Quotes, and Sales Orders modules. With Kiosk Studio, you can create such a feature with your own logic, field mapping, and flow—without coding!
Let's look at an example.
Scenario
Zoved is a food and beverage brand that manages its contacts and deals in Zoho CRM, where it tracks business partner applications in a custom module.
Zoved's business development team reviews these application records thoroughly. Once approved, the team converts these records into one of these entities: franchisee, referral partner, supplier, distributor, marketing partner, or other business partner.
Previously, the business development team did this manually, which involved exporting data, copying and pasting details, manually notifying other teams, and creating records from scratch. As expected, the business development team was not satisfied with this slow and error-prone process, so they approached the CRM admin to help streamline and automate this process as much as possible.
The CRM admin created a custom convert feature that was ready for testing by the end of the day! The manager of the business development was pleasantly surprised when they tested out the new flow:
The new feature was quickly approved and put to use. Training the users took a grand total of 15 minutes. The business development team readily took to the streamlined conversion process, which was quicker, easier, and error-free.
Under the hood
As mentioned before, this feature is not available out of the box in Zoho CRM. Zoved's CRM admin created this feature within one day using Zoho CRM's Kiosk Studio—which was possible because of Kiosk Studio's visual configuration process and wide range of pre-built actions. Let's look at the kiosk that does the magic behind the scenes:
As you can see, Zoved's admin didn't use a single line of code here (though you can add custom functions if the existing actions can't satisfy your requirements).
Let's look at how this was configured.
Let's look at how this was configured.
We hope you found this session informative. Please share your feedback and stay tuned for the next session!
New to Kiosk Studio? Get up to speed quickly by checking out the following resources:
- For a basic overview, check out Kiosk Studio: An overview. If you're using the Next Gen UI, check out Kiosk Studio: An overview (Next Gen UI).
- If you'd like to learn more about the various elements found in kiosks, check out Elements of a kiosk. If you're using the Next Gen UI, the link is Elements of a kiosk (Next Gen UI).
- For instructions on how to create and embed kiosks, see Working with Kiosk Studio. Next Gen UI users can check out: Working with Kiosk Studio (Next Gen UI).
- If you run into difficulties, submit a ticket and get help from our support team.
Check out previous Kiosk Studio session posts here:
- Session #1 covers how to view customers from the same industry.
- Session #2 covers how to build a call script kiosk.
- Session #3 looks at streamlining appointments.
- Session #4 shows how kiosks can simplify sales for bank employees.
- Session #5 helps you review loan applications quickly.
- Session #6 packs an entire service request workflow into a single kiosk.
- Session #8 shows you how to view a record's subform entries - without opening that record!
Got a Kiosk Studio success story or creative use case? Share it in the comments—we might feature yours in an upcoming post!
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