Zoho’s Kiosk Studio is a no-code builder that lets admins create interactive, guided screens and actions directly in Zoho CRM. Think of it as a way to design mini-apps—custom UI screens + logic—that help users (and even customers or vendors) complete tasks quickly without clicking around the CRM.
What Kiosk Studio Actually Does
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Design guided screens (kiosks) with buttons, inputs, and conditional steps—no coding required.
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Trigger actions like creating/updating records, running queries, or routing users down different paths based on inputs.
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Embed your kiosk anywhere users work: Home page component, record detail as a button, Setup menu, even Blueprint or Canvas—and test/publish from one place.
Kiosks streamline repetitive tasks and reduce context switching by putting the exact steps—and only those steps—right in front of the user.
Core Building Blocks
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Screens: the visual steps users see.
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Buttons & decision logic: move users to the next screen or branch the flow.
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Queries: pull data via COQL/API (including third-party data) to show or use in actions.
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Actions: write back to CRM (create/update), trigger processes, etc.
Where You Can Place a Kiosk
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Home page (as a component)
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Custom buttons (record detail, list actions, utility menu)
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Setup menu
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Blueprint/Canvas surfaces
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Publish from Kiosk Studio, then “Use” it in these spots.
Great Use Cases
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Guided deal handoffs: collect just-the-right fields, push the deal to the next stage, create follow-ups.
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Onboarding checklists: step reps through tasks and capture confirmations in one flow.
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Account reviews: query KPIs, display them on a screen, and log outcomes with a click.
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Partner/vendor intake: controlled data entry screens tied to CRM objects.
Benefits
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No-code speed: ship tailored processes without extensions or heavy scripting.
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Fewer clicks, fewer errors: the UI shows only what’s needed for the task at hand.
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Embedded where work happens: eliminate tab-hopping; guide the user in context.
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Data-driven screens: pull live data into decisions with Queries.
Limitations to Note
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Not a public trade-show “kiosk.” It’s an in-CRM experience, different from Zoho Forms’ public Kiosk Mode.
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Best for contained flows. Very complex apps may still require Creator/extensions.
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Setup & governance: you’ll want naming standards, testing (sandbox), and access control before publishing.
How to Build One (Quick Start)
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Go to: Setup → Customization → Kiosk Studio → Create Kiosk.
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Add screens, buttons, actions; wire decisions; add Queries if needed.
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Test Run, then Publish.
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Place it (Home component, button, Setup menu, Blueprint/Canvas).