Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool

Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool

[6 Mar 2024] This feature has been released to all users in all DCs.
Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization.

As a result, the old help doc links have been replaced with the new ones found here:
You'll need to be logged in to view these help documents.

Here's a quick overview of Kiosk:



By today (4 Jan 2024), we will be enabling this feature for all (partners and customers) who've requested it. Please contact support in case you're unable to access it.

Do check this out and let us know your feedback. We would love to hear from you!
In addition, we're hosting a webinar with Kiosk's product manager on January 17, 2024 to help you get familiar with this exciting feature. You can attend it at a time convenient to you by registering here:

https://meet.zoho.com/3m6H9k2xmg [ 3:30 AM GMT |  9 AM IST |  7:30 PM (Jan 16) PST]
https://meet.zoho.com/b0pckHASBe [ 5 PM GMT |  10:30 PM IST | 9 AM PST]

Hello folks,

The typical CRM user is a sales rep whose time is valuable. They're busy connecting with contacts and closing deals. At the same time, best practices and processes in the CRM demand that sales reps do the following:
  • Perform multiple clicks
  • Juggle multiple tabs
  • Search for specific records or fields
  • Update data in fields
  • Wait for page loads
  • And much more
The result is that CRM data is often not properly added or updated, which leads to another set of problems entirely. A poor user experience leads to poor process compliance.

Our solution

Let us present process flows: the latest addition to our set of process management tools. Process flows enable you to provide your users with a much simpler (and faster) way to follow processes and best practices. For instance, they can achieve the following:
  • Initiate process flows from a convenient location in the CRM.

  • Follow instructions as they enter data and move to the next screen.

  • Click a button to end a flow once they're done.

While a user is completing a process, Zoho CRM uses the gathered data to update fields in multiple modules across the tool, create new records, trigger webhooks, and execute functions. Users therefore have a pleasant experience of working with a tool built around their actual workflow, while admins and sales managers can ensure process compliance and accurate data entry into the CRM.

Creating process flows

You can create process flows using the low-code process flow builder. You can build process flows to cover multiple use cases, but in the end, all process flows are the same in that they're made up of a few basic elements: screens, decisions, and actions that are added, configured, and connected in multiple ways. Process flows are supported in CRM sandboxes so you can test them out in your sandbox before deploying them to your production environment.

Use cases

Processes with the following characteristics are well-suited for process flows:
  • The action requires user input and/or a user to choose the correct next step.
  • The process requires different screens to be shown to the user based on previous decisions and supplied data.
  • Gathered data is required to perform a range of actions in the CRM.
  • The process needs to be completed continuously.
Some obvious use cases include the following:
  • Call scripts for sales representatives
  • CRM updates that involve a handoff between account executives and customer success representatives
  • Record creation and modification when a contact has moved to a new company or position
  • Providing reps a walkthrough of how to offer discounts per company policy
  • Filling out an application form for new students, where new records need to be created in multiple modules


Availability
Editions: Enterprise, Ultimate
DCs: All
Release plan: [Updated on 4 Jan 2023 - Feature has been enabled for partners and customers who've requested early access]

To register for early access, please fill in this form: Kiosk in Zoho CRM - Early Access. (Previously named 'Process Flow')

In case you have any questions, do let us know in the comments section. Thanks!

Moderation update (26 Dec 2023):

We are doing a few last minute improvisations. We will start enabling early access from the New Year.
Happy New Year wishes to all!

      • Recent Topics

      • Serious problem with file that contains non-ASCII characters

        I imported many pdf files from Evernote whose names contain Hebrew characters, such as ח רבעוני - ביטוח חיים - סוף רבעון 3 - לשנת 2025.pdf I have two very serious problems: (1) Zoho Notebook cannot open the pdf file; (2) It cannot download the pdf file.

      • Notifications Feeds unread count?

        How do I reset the unread count on feeds notifications?  I've opened every notification in the list.  And the count never goes to zero.

      • Zoho Finance Limitations 2.0 #3: Can't assign a Contact to a Finance Record (estimate, sales order or invoice)

        If you use a business to business scenario with different contact people within the company you can't assign a finance record (estimate, invoice, etc...) to that person. Why this matters? No way to find out which person placed the order without manual

      • Zoho Community Digest — Febrero 2026

        ¡Hola, comunidad! Un mes más os traemos las novedades más interesantes de Zoho para febrero de 2026, incluyendo actualizaciones de producto publicadas oficialmente, cambios de políticas y noticias del ecosistema. Pero antes de lanzarnos a las actualizaciones,

      • Disable Zoho Contacts

        We don't want to use this app... How can we disable it?

      • Filter button in the Zoho Sheet Android App doesn't toggle on

        I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle

      • 【Zoho CRM】商談タブへのデータインポート

        Zoho使用前にエクセルで管理していた商談情報を、Zoho一括管理のため、商談タブにインポートしたいのですが、お客さまの氏名だけが紐づけられませんでした。 「Zoho CRMにインポートする項目を関連付ける」のところが画像のようになっています。 （弊社では、「姓」を「★個人データ名」という項目名に変更し、フルネームを入れて使用しています。） どのようにしたら氏名をインポートできるかご存じの方がいらっしゃいましたら、ご教示いただきたく、よろしくお願いいたします。 （投稿先が間違っていましたらご指

      • CRM Cadences recognise auto-responses

        I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponse

      • SalesIQ Chat Notifications

        I am the admin of our salesIQ implementation. About two weeks ago, I started hearing/seeing notification for ALL chats messages from monitored agents/chat participants. I don't need to see these, we have a manager who deals with this. I can't stop the

      • How to Create a Fixed Sliding Time Window (D-45 to D-15) in Zoho Analytics ?

        Hello, I would like to create a report in Zoho Analytics based on a sliding time window between D-45 and D-15, with a fixed snapshot of that specific period. The data displayed should strictly reflect activity recorded between D-45 and D-15 only, without

      • Export Zoho Books to another accounting package?

        Is an export feature to Quickbooks or Accpac available (or a form that is easily imported by them)?  My reasons: 1) my accountant, who prepares my corporate tax return, prefers to work with their own accounting system.  If I can convert Zoho books a form that is easily importable into Quickbooks or an Accpac format, this process would be easy. 2) I don't want to keep my data in a proprietary format on the cloud somewhere without a way to easily extract it to a format that can be read my a well established

      • Anchor Links in Dashboards

        Hello,  Our dashboards frequently have multiple sections that would be more easily skipped between using anchor links. Please consider adding an anchor link feature to the text widget? This could be done by adding an anchor link option to the text widget next to the "remove" option (see screenshot). The option would assign an ID to the <div> containing the text widget in the live dashboard. Then, the chosen ID could be linked using a traditional <a href="#link_id"> in the html section of the text

      • Introducing Auto-trigger for Screening Bot

        Still manually sending screening tests after every application? Not anymore. With Auto-trigger for Screening Bot, screening now begins automatically. When a candidate applies for a job that has an attached assessment, Recruit checks whether the test has

      • Importing into Multiselect Picklist

        Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

      • Add line item numbers to sales order/invoice creation page

        It would be really helpful if there were line numbers visible as we are creating a sales order and/or invoice. There are line numbers visible in the PDF once the sales order is created. I would like to be able to see the line numbers as I am building

      • API to Apply Retainer invoice payment to Invoice

        Hi Team, I could not find  API to apply the Retainer invoice payment to existing Invoice. Can you please help ? Attaching the screenshot

      • Reconciling a month with no transactions

        I'm treasurer for a small non profit cemetery association and I'm trying to reconcile a bank statement for a month that did not have any transactions. Do I skip the month entirely and go a month with transactions?

      • Customize your Booking page using Zia

        We’re excited to introduce an AI-based enhancement that automatically customizes your booking page effortlessly. By simply providing your business website URL, Zoho Bookings can automatically design a booking page that matches or complements your brand

      • Multiple header in the quote table???

        Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear

      • Zoho mail to contacts and leads, but not to accounts?

        We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient

      • API keys not showing in ZeptoMail dashboard

        Hi there, I'm hoping someone can provide some assistance as support isn't replying. I am trying to configure my transactional emails, but the dashboard doesn't show any of my API details - the `div` is there but it's emtpy. Every time I click "Generate

      • Reading from and writing to Zoho Projects Custom Module with Deluge

        Does anyone know if there is a way to read from and write to the Custom Modules that Zoho now supports. I would love to be able to loop through a set of data and create the entities I need to for this new custom module I'm looking to put together.

      • How Does Knowledge Base Search and Article Recommendation Work?

        Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine

      • Zoho Books/Inventory - Restrict Items With Pricebook

        Hi Zoho Team, I'm trying to address as use case where a client needs to restrict which products certain customers can purchase. I have been able to find a way to do this based on the current Zoho Books or Zoho Inventory configuation. My feature request

      • Best Way to Integrate Zoho Campaigns with Amazon SES Without Third-Party Tools

        I am looking for the most seamless and efficient method to integrate Zoho Campaigns with Amazon SES. My goal is to avoid using any third-party automation tools like Zapier, Make, or Pabbly, and instead, leverage Zoho's native capabilities for this integration.

      • How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?

        Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have

      • Card payment surcharge?

        Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clients

      • Javascript Error

        I don't know how this happened but I'm constantly getting popup windows with Javascript coming from Notebook. I have no idea why this is happening. Screen shot attached. Thanks, Joe Berry

      • Zoho POS App Hanging Issue – Sales Becoming Difficult

        The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues cause

      • Tip #62- Exploring Technician Console: Send Ctrl + Alt + Del- 'Insider Insights'

        Hello Zoho Assist Community! This week, we’ll be exploring the Send Ctrl + Alt + Del option in the Technician Console. Let’s jump right in. System administrators often rely on Ctrl + Alt + Del when managing remote devices that have unresponsive applications

      • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

        I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

      • Temporarily rate limited due to IP reputation.

        We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster

      • SKUs for Invoices, POs, etc.

        It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is available

      • how to avoid duplicate customer

        How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.

      • Tags with spaces

        I imported notes from Evernote where tags can have spaces in them (for example "House Expenses" or "House Improvements". The import worked fine. Now I want to add a new note and assign it a tag. As soon as I type "House" followed by the space I get a

      • RSC Connectivity Linkedin Recruiter RPS

        It seems there's a bit of a push from Linkedin Talent Solutions to keep integrations moving. My Account Manager confirmed that Zoho Recruit is a Certified Linkedin Linkedin Partner but does not have RSC as of yet., (we knew that :-) She encouraged me

      • im facing issue on generate the Estimate price

        i couldn't understand what is the issue , i cant generate Estimate price where is the issue

      • cannot be able to add user

        Dear team I tried to add a new user for sales team, but after entering the OTP its showing error message cannot add now

      • Changing an existing item to different accounts & inventory-tracked

        Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business process

      • How do I edit the Calendar Invite notifications for Interviews in Recruit?

        I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent

      • Next Page