Zoho CRM has a built-in convert feature for Leads, Quotes, and Sales Orders, letting a record move from one entity to another once it reaches a certain stage, for example converting a qualified lead into a contact. If you need the same kind of conversion for a custom module, Kiosk Studio lets you build your own version, with your own logic, field mapping, and flow, without writing any code.
Converting a record from one entity to another usually reflects an important change in its lifecycle, and can enable specialised workflows for the new entity type, make reporting easier and more accurate, or streamline the handoff between teams.
A fictional food and beverage brand, Zoved, manages contacts and deals in Zoho CRM, and tracks business partner applications in a custom module. Once the business development team approves an application, they convert it into one of several entities: franchisee, referral partner, supplier, distributor, marketing partner, or another type of business partner. Previously, this was done manually, exporting data, copying and pasting details, notifying other teams by hand, and creating records from scratch, which the team found slow and error-prone.
Zoved's CRM admin built a custom convert feature that was ready for testing by the end of the same day, entirely through Kiosk Studio's visual configuration and its range of pre-built actions, without a single line of code, though custom functions remain an option if a specific requirement can't be met with existing actions. The finished kiosk supports conditional approvals, dynamic module mapping depending on which entity type is chosen, automatic email notifications, and opening the newly converted record directly in a new tab. Once approved, the feature was rolled out with just 15 minutes of user training, and the business development team found the new process quicker, easier, and free of the errors their manual approach had introduced.