There’s a simple but powerful feature in Zoho CRM that many users overlook: Web Tabs.
Web Tabs allow you to embed external web pages directly into Zoho CRM, so your team can access important resources without switching apps, digging through bookmarks, or opening another browser tab.
It’s a great way to centralize resources — especially if your team relies on reference materials, dashboards, or shared tools.
Let’s walk through what Web Tabs are, how to set one up, and ideas for what to embed.
Watch Jozette Breakdown Zoho CRM Web Tabs
What Are Web Tabs in Zoho CRM?
A Web Tab is essentially a custom module that displays an external web page within your CRM. You can embed public pages, internal content hubs, dashboards, and more — giving your team the tools they need without forcing them to leave the system.
Each user with access will see the tab in their main navigation, right alongside Leads, Deals, Contacts, and other modules.
How to Create a Web Tab in Zoho CRM
- Go to Setup > Modules and Fields
- Click on Web Tabs
- Click Create Web Tab
- Enter a short name (this will display in your module list)
- Choose Links as the type
- Paste the URL of the page you want to embed
- Set access permissions by user profile (so you control who can see it)
- Save — that’s it!
You can create up to 25 Web Tabs in Zoho CRM.
What to Embed in a Zoho CRM Web Tab
While you can’t embed login-protected platforms or apps that require complex authentication, there are plenty of smart use cases:
- A sales resources hub with pricing sheets, one-pagers, and case studies
- A company-wide announcement page for internal updates
- A customer onboarding checklist hosted as a public page
- A calendar view or scheduling page that doesn’t require sign-in
- A public-facing dashboard with sales stats or KPIs
- A form or survey for internal data collection
One of our clients built a page with all their internal sales enablement tools and embedded it via Web Tab — now their reps can access everything from inside CRM with zero friction.
Why Use Web Tabs?
- Centralized access: All critical pages in one place
- Saves time: No more switching between apps or browser tabs
- Better adoption: Team members are more likely to use a resource if it’s inside the tool they already use
- No coding required: It’s a low-lift way to customize your CRM experience
Bottom Line
Web Tabs in Zoho CRM give you an easy, flexible way to embed helpful resources directly inside your system. It’s a great option for small businesses that want to streamline how their team accesses tools and info — especially if you’ve already built pages in other platforms like Zoho Sites, Coda, Google Docs, or Notion.
Need help setting up a Web Tab strategy or figuring out what to embed? At TechnoMap, we help businesses make the most of every hidden gem in Zoho CRM.
