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

        • Feature Suggestion for Zoho Social: Auto-reply to Comments or Keywords

          Hi Zoho team, I'd like to suggest a very specific feature that would be extremely helpful for customer engagement: the ability to automatically send a reply to comments on posts — either all comments or those containing specific keywords. For example,

        • Already have Zoho account. Not letting me log in

          I already have a Zoho account that is associated with my Google email and my phone number. Even though I'm already logged in to Zoho, when I click on the mail icon to access my email, it takes me to the pricing page. When I click on the free option, it

        • ZOHO Mail App Not working

          There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?

        • facing error 550 5.4.6 while sending emails

          Please help me fix this issue

        • Allow Itemization for Recurring Expenses

          For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this are largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regular

        • Zoho reply to not working. just reply to my self

          Hello. i using on my wordpress website a contact form from Wsform. i can set the reply to email there. normally it works. but since i am using your wordpress plugin zoho mail it doesn`t work. its not using the reply to (email from customer). I just can

        • Can't receive any email from other platform

          Hello,everyone, i'm just join zoho and create two email accounts for my own business. I was using it to get a verified email from stripe, but can't receive it. and I use my private gmail account to send test email twice, first time show below reply, but

        • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts

          Can some on help me regarding our account . thank you so much

        • Zoho Creator integration with Sage 50

          Hi, Wondering if anyone has had any experience connecting Zoho to Sage 50 and could share any information on this matter. Thank you.

        • Conditional Email Forwarding

          How can I set conditional email forwarding of the users? For example: Mail should be forwarded to a address only if it comes from a particular sender. So, I want such email forwarding, which forwards mails based on particular conditions, like the incoming

        • Incoming emails not appearing in Inbox

          Hello, I have an issue with incoming emails sent from my website (domain: h2ostop.si). Emails are visible in the Sent folder, which means they are successfully sent through Zoho SMTP, but they never appear in my Inbox. Nothing arrives in Inbox, Spam,

        • Automatic Matching from Bank Statements / Feeds

          Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

        • Email Opt Out Question

          Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.

        • Can No Longer Access Zoho Email Accounts from iPhone or iPad Apple Mail Apps ,.

          Keeps asking for password, Says ID or password incorrect. Tried creating a new app specific password. Same result. Is this possibly related to the server maintenance. Have verified all email settings, userid and password. This has worked for years until

        • Latest update caused issue in using marathi typingzoho

          With latest update now marathi typing does Not work in zohonotebook. I preferred zoho over other because it was supporting marathi font without any distortion.. But after new update,keyborad simply does not work

        • Login verification emails never received.

          I can't login to my account. You send a verification email, but it never arrives. This is a common problem, frequently caused by some relay point out there classifying the sender as a spammer. Is there anything I can do to bypass this? Maybe get a text

        • Global lists for Multi select

          It would be great if I could select a global list to use for a multi select dropdown filed.

        • Yahoo is rejecting e-mails sent from a Zoho server

          Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes Remote-MTA: dns; mta5.am0.yahoodns.net

        • Yahoo blocks e-mail sent from Zoho servers

          Getting this for a bunch of Yahoo addresses. Do you know if some of your servers got blacklisted? Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes

        • Working with dates and Function Field

          Hello friends! I'm trying to add days to a date, however the field function will always shows 00:00:00 after the resultant date. How can I display only the date, whithout the time? toDate(input.request_date.addDay(input.Prazo_acordado),"MM,d,yyyy") The code above will result something like "11-Feb-2020 00:00:00", but I want to display only "11-Feb-2020"

        • What's New in Zoho Analytics - November 2025

          We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's

        • Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime.

          Please help my account got blocked automatically, can you help me how to avoid it? Thanks so much

        • temporary system errorlouis

          J'essaye d'envoyer des mails avec mes 2 adresses mail qe nous avons sur le compte arthur@lepunch.fr et louis@lepunch.fr mais j'ai toujours le message temporaire system error, je reçois les mails mais impossible d'en envoyer a qui que ce soit

        • How to Cancel/Delete Queued Mail Merge?

          Hi. I just tried to do a mail merge before realizing there's a limit on number of sends. I accidentally sent one of my lists twice, and all of those emails are currently queued. Is there any way to cancel or delete a queued mail merge? Would love to be

        • SOLVED: Stopping Multiple Invitations when sync with Google Calendar

          I wanted to share this solution as I wasn't able to find it when searching through the Zoho community and via web search. The issue: When requestor books a meeting through Zoho Bookings, the requestor receives a confirmation email from both Bookings and

        • Need to add a new admin for my domain

          Hello Zoho Support, I am the owner of the domain localeistanbul.com. The current super admin account (admin@localeistanbul.com) is not accessible. I do not want to reset or delete the existing account because I need to keep all existing emails. Please

        • Possible Fraud Site.

          Hello. I received a text with the sender's name as zoho, claiming that my account was at risk and that I should sign in at https://verify.zohomails.ru/signin to verify my account. I signed in on the web address above, and a few days later someone hacked

        • Zoho mail to Teaminbox

          Hello, We're searching for new mail program. Now I'm testing a bit with zoho mail and team inbox. My findings in the research: Pop mail throught zoho mail is almost instant. Any pop or imap via external provider takes a couple minutes to 15 minutes before

        • Crear tarea CRM con recordatorio desde Zoho Flow

          Hola, estoy intentando crear desde Zoho Flow una tarea en CRM. Lo he logrado hacer pero sin recordatorio, ya que no se como se debe escribir el string adecuado. He probado varias alternativas, pero ninguna me funcionó hasta ahora. - FREQ=NONE;ACTION=EMAIL;TRIGGER=DATE-TIME:${FechaVto}

        • Inquiry Regarding Automated Assignment of Zoho TeamInbox Messages using Zoho Flow and Deluge

          Hello, Our company is currently using Zoho TeamInbox, and we are interested in automating the assignment of responsible parties using tools such as ZOHO Flow and Deluge. Is it possible to achieve this? Allow me to provide more details. Currently, when

        • Multiple clients in one project

          Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.

        • Upgrade Zoho Desk Agent-Side Answer Bot to GenAI

          Hello Zoho Desk Team, We hope you're doing well. Following the recent announcements and rollout of the GenAI-based Answer Bot in Zoho SalesIQ (Nova '25), we’d like to formally request a similar upgrade for the Answer Bot used by agents inside Zoho Desk.

        • Marketers' Space: The importance of warming up your sender domain

          Hello Marketers, Welcome back to yet another post! Today, we'll talk about why warming up your sender domain matters. Imagine you've recently started a business and want to share the news with your customers. You've designed a great email campaign using

        • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

          A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

        • Search Just Got Smarter in Notebook

          Hello there! Introducing Our New & Improved Search Experience! We heard your feedback! Many of you shared that our previous search had some challenges like • Inconsistent results across different clients • Limited accuracy in finding the right content

        • Zoho Desk app update - AI Integration for IM Chats

          Hello everyone! We have now introduced AI integration for IM Chats within the Zoho Desk mobile app. To access the feature, please enable the 'Generative AI' settings on the desktop site(desk.zoho.com). Please refer to the help link attached below: Zoho

        • Open A.I assistant Connect with Zoho Desk instant Message Conversations

          I would like to know how do I connect my instant messenger in Zoho desk with my Open A.I Gpt Assistant. this is very easy to setup using the Salesiq Zobot but when it comes to Zoho Desk i cannot figure how to make the connection. Ideal workflow Customers

        • Cannot upgrade subscription plan due to payment error message

          Hi Zoho team, This is to request support on an issue I am facing during an upgrade I am trying to make to our company's yearly Zoho subscription. I am trying to add 3 more license to my plan and during the payment phase I get the below error as in the

        • Enhancing Zia's service with better contextual responses and article generation

          Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

        • Zoho Desk app update: AI powered features

          Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

        • Next Page