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

    • Inserting the current date / time

      I'd like to use Zoho Notebook as a log - so it would be great to be able to insert the current date and time at the beginning (or end) of each my log/journal entries - or wherever I want. Something simple, like pressing a button/icon to insert it wherever my text cursor is. It could be formatted like "Mon Dec 11, 2017 - 11:43p". 

    • Campaign editor overrides href value

      I've been trying to insert a deep link in an email campaign so recipients can directly open a native app on their device. My deep link looks something like "myapp://". The options to insert links in the campaign editor are limited to strict urls, emails,

    • Bug Report and Suggestions for Improvement in Zoho Applications

      Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho

    • Canvas Flex Box containers should not require a width/height.

      Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational

    • Zoho Desk Android app update: Filter enhancement, Save Filters

      Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,

    • Very long loading times | bad performance [ZOHO DC: EU]

      Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)

    • Zia Profile Summary now supports six languages and responds faster

      After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can

    • Introducing Zoho Show Android 3.0

      Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaboration

    • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

      Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.

    • Peppol integration zoho invoicefu

      Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic

    • Allow Recording Only a Selected Portion of the Screen

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screen

    • Restricting Calendar View to Working Hours

      Hi: I'm trying to implement a calendar which displays all of my customer appointments.  Currently, the calendar shows all 24 hours of the day.  Is there a way to restrict the hours to simply the times my business is open? Thanks!

    • Add Camera Background Blur During Recording

      Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential

    • Amazon FBA integration - Handle invoice reconciliation under different GSTINs,

      Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are

    • Whatsapp Integration questions

      Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZO

    • Allow Font Size 11 in Editors...

      That is basic functionality...

    • link mail.zoho.com/UnblockMe to unblock

      Could you please unblock my account heloisa.bomfim@expansaodenegocios.com

    • Unblocked me

      Please can you help unblocked my account thanks materiauxjcbrunet2000@zohomail.com

    • Integrating External Portal Tickets Into Zoho Desk

      A B2B travel company has a customer portal where clients can raise and submit tickets related to their bookings. These tickets need to be handled and managed in the backend through Zoho Desk. Ticket updates and replies from Zoho Desk should also be visible

    • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When

    • Send WhatsApp voice messages from Bigin

      Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

    • CUSTOM FUNCTION GIVE ERROR #EVAL!

      CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }

    • Samsung Keyboard Issues with Notebook

      Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some

    • Zoho Books | Product updates | October 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

    • Zoho Books | Product updates | September 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

    • Zoho Workdrive for Office, "vsto runtime not found"

      Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin?  FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date.  I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.

    • Can no longer export as pdf

      In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.

    • Emails are going to notification folder and not in inbox

      emails are going to notification folder and not into inbox

    • How can I prevent the Zoho Vault extension from automatically logging me out?

      Hi, I want the Zoho Vault Chrome extension to never log out. How can I do this? It only allows me to log out for 1 week, and the same applies to the Android app.

    • Zoho CRM App - Links

      Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene

    • Templates

      Trying to sort out / get rid of unwanted invoice templates, the error msgs are not at all helpful. Surely it's easy to amend the error msg by including a list of the names of the customers / vendors that use it, denying deletion or making it inactive

    • Contacts limit in basic vs standard - what counts? Are customers contacts?

      I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,

    • Finding missing records

      I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

    • Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

      Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?

    • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

      Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.

    • What's New in Zoho Inventory | August – October 2025

      Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory

    • Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)

      Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When

    • Zoho Developer - Feature Request Platform

      Zoho Developer is one of the most underatted platform in zoho ecosystem, however, it may just be what zoho needs to welcome more people to use Zoho Services. The more developers you have creating zoho creator applications and zoho extensions the more

    • Last/Previous month in relative date filter

      In the relative date filter, what is the difference between "Last 2 months" and "Previous 2 months"? So, if we are on 25-July, then is my understanding correct of the following: Last 2 months :=:      25-May~24 July Previous 2 months :=:     01-May~30-June Thanks.

    • Tags get removed from notes on mobile

      I don't know why this keeps happening even after all these app updates but if you log out and log back into the app or you reinstall it, all the tags you assigned to your notes get taken off, but if you go on the desktop version the tags are still there.

    • Next Page