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!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kiran Karthik P
Sticky Posts
In-person ZUG Meetups for Real Estate Professionals - US Q1 2026
The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discoverGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationTwo new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page
Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two usefulPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Collections Management: #5 Convenience on Offer, using Self-Checkout
"Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quickUploading a signed template from Sign to Creator
Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // AttachPROBLEMA
Salve, non riesco a inviare email, e mi esce una tabela errore temporaneo. come posso risolvere il problema ?Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'
Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the UnattendedHow to update custom multi-user field in Zoho Projects?
I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.Tip of the Week #75– Manage your social media messages from a single shared inbox.
Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicateZoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"
The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details canUsing files from Zoho CRM in Gemini/ChatGPT/Claude
Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documentsZoho Analytics & Zoho Creator - Modified Time value
I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or isZoho CRM - Option to create Follow-Up Task
When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user wouldPortal For Different Apps
I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single placeCalls undetected
Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.Unable to Select Authenticated Domain as Sender
We’ve already authenticated our domain, but it’s still not appearing in the sender list when we try to run a campaign. Could you please check what might be causing this issue?Forever FREE Business Email with Zoho Mail
Forever FREE Business Email with Zoho Mail: is it available?Zoho Projects - Project Details on the Project Menu
Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.Introducing WhatsApp integration in Bigin
Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—allZia Conversation Summary: Context at a glance for every customer interaction
Hello everyone! Every customer conversation tells a story—but in CRM, that story is rarely in one place. A sales rep moving between multiple leads has to reopen long email threads, check call remarks, and revisit meeting notes just to remember what wasZoho Projects - Show Task List as dropdown field on Task records
Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and chooseChanging the Default Search Criteria for Finding Duplicates
Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.My followed tickets extension is not working under the All departments view
Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this pTicket Time Entry to Timesheet
The title just about sums it up. I have searched here and not found anything relevant, but If I overlooked, then please set me straight. We have staff that do nothing but close tickets in desk all day long. These tickets represent their timesheet. Is there a way to have this information sync or for a tech to go into their timesheet themselves and sync it with their tickets of the same timeframe?? We waste a ton of time doing timesheets and the old "Clock in/Clock out" isnt detailed enough for us!!Calls undetected.
The call is not showing on the call log.Calls undetected
Zoho is not reading calls made.Multi-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each.Archiving Contacts
How do I archive a list of contacts, or individual contacts?Missing information data Zoho inventory
there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya lesCalendar Events Issues
Not able to view scheduled events on my calendarExtensions 101 webinar series: Build, integrate, and monetize with extensions
Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. LastCustom Related List Inside Zoho Books
Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");Where are recordings stored?
I have hosted a couple of test meeting, used the "record" button to start and stop the recording but I am unable to find where are those recordings saved? Can anybody help? ThanksZoho Desk's integration with Microsoft PowerBI delivers advanced analytics insights
Hello everyone, Gaining advanced insights through reports and dashboards is one of the critical requirements of every business. In addition to key metrics tracked in Zoho Desk, such as agent performance, SLA adherence, and ticket lifecycle, businessesCreate static subforms in Zoho CRM: streamline data entry with pre-defined values
Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next coupleIMAP error message in Zoho mail
I cannot send emails today. Everything fine for years until today. Get a message: "You are yet to enable IMAP for your account. Please contact your administrator". Does anyone know how to correct this?Enhancements to Zoho Map integration tasks
Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need toIMAP stopped working today
Hello! I've been a paid customer for more than 10 years, IMAP was always working fine. But today this is the error I've got on my iPhone: I've tried toggling the IMAP for my account (Mail -> Settings -> Mail accounts) off and on again, but that did notAre custom portals accessible on the Zoho learn smartphone app?
In other words, can users external to my organisation, once signed up, use the app in the same way as internal users? ThanksZoho Books/Inventory - Update Marketplace Sales Order via API
Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflectedConditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.Multiple columns in a form
I am evaluating Zoho Creator. However, I am seeing almost no layout control on a form. Just a basic 1 or 2 column format that is then imposed on the entire form. That's not going to work for many, many real world cases. We need multiple columns per line, and we need each line/section to occupy a single column or be able to span the columns. Someone please tell me that I'm missing something and the capability is actually there.Global search
Hi! I think it would be great to have a global search that would give you results from all records of a database, no only for a single field of a single form as we have now. Thanks!Next Page