Understanding Web Tabs in Zoho CRM

Customer Relationship Management systems are the backbone of modern businesses. It enables them to manage customer interactions, streamline workflows, and drive growth. Zoho CRM empowers users with a high degree of customization, and Web Tabs play a significant role here. While working on a CRM, you often encounter scenarios where you have to engage with other applications or websites. Switching between several tabs frequently can be confusing at times. With web tabs, users can now switch to any web page or application within the CRM platform. No more switching between several platforms.

This article will explore the concept of Web Tabs in Zoho CRM, guiding you through their creation and highlighting their significant benefits in enhancing your CRM’s functionality and overall efficiency.

What are Web Tabs?

Web tabs in Zoho CRM are an innovative feature designed to enhance your user experience by integrating external web pages and applications directly into the CRM interface. These tabs act as embedded windows within Zoho CRM, allowing you to access regularly visited websites, or any application without leaving the platform.

For instance, with web tabs, you can link your project management tool, a business-critical custom app, or any other website you frequently use. This integration eliminates the hassle of constantly switching between platforms, saving time and boosting productivity. It ensures that all your essentials are accessible in one centralized location, providing a consistent and seamless user experience.

By streamlining your work process, web tabs in Zoho CRM make it easier to manage your tasks, stay organized, and maintain focus on your work, all within the comfort of the CRM platform.

How to Create Web Tabs

Creating web tabs in Zoho CRM is a simple process that allows you to integrate external web pages or applications directly into your CRM interface. Follow these steps to set up web tabs:

• Access Zoho CRM Setup
  In your Zoho CRM account click on the gear icon in the top-right corner to open the Setup menu. This is where you’ll find all Customization options for your CRM account.

• Find the Web Tabs Option
  In the Setup menu, go to the Customization section and select Modules and Fields. From there, click on Web Tabs to start setting up your custom web tab.

• Create a New Web Tab
  Click the New Tab button to start adding a new web tab. Provide a clear, descriptive name to make it easily recognizable. Enter the URL of the external web page or application you want to embed within Zoho CRM.

• Give Access
  Set up access settings to determine which user roles or profiles can view the web tab, ensuring that only the appropriate team members have access to it.

• Save your Web Tab
  To finalize the setup, save the web tab configuration and test the newly created web tab in Zoho CRM.

• Renaming Web Tabs
  At any point, if you need to rename or make changes to the web tab, simply navigate back and edit the same. You can also delete web tabs here by clicking on the delete button.

To ensure that the embedded page or application loads seamlessly and functions as expected within the CRM interface, test the same.

By following these steps, you can effectively use web tabs to centralize your tools and resources. This will help enhance your team’s productivity while simplifying operations.

Benefits of Web Tabs in Zoho CRM

Web tabs in Zoho CRM provide a centralized platform to bring together all tools and resources within the CRM. Here are the key benefits of using web tabs:

1. Centralized Access– Web tabs in Zoho CRM eliminate the need to switch between multiple tools by uniting essential applications directly into the platform. This saves time and boosts productivity by keeping all resources in one place.

2. Enhanced User Experience– By embedding external tools, users can enjoy a seamless workflow within Zoho CRM. This reduces interruptions and eliminates the confusion caused by juggling between platforms, making everyday operations smoother and more efficient.

3. Customization and Flexibility– Web tabs allow businesses to tailor their CRM to fit their specific needs. Whether embedding external applications, frequently visited websites, or any other third-party platforms, this feature ensures that the CRM adapts to unique requirements.

4. Improved Collaboration– Teams can collaborate more effectively by sharing access to integrated tools and data directly within Zoho CRM. This ensures that all team members stay aligned and work more cohesively.

5. Scalable for Growth– As businesses grow it will adopt new tools or platforms. Web tabs make it easy to integrate these resources into Zoho CRM. This flexibility allows companies to scale their operations without disrupting the existing process.

Web tabs in Zoho CRM empower businesses to create a centralized, customizable, and scalable solution for managing their tools and resources, enhancing overall efficiency and user satisfaction.

Some Considerations when Using Web Tabs in Zoho CRM

• Web tabs in Zoho CRM function independently and are not connected to other modules (e.g., Leads, Deals, etc). So if you are making changes to a web tab or deleting it, it will not affect data in any module.
• Web tabs cannot share the same name as existing CRM modules to avoid naming conflicts and ensure clarity.
• Web tabs are versatile and can be used to embed external web pages, providing integration opportunities.
• Some third-party websites may restrict their content from being displayed on another website due to security protocols.

Conclusion

Web tabs in Zoho CRM are a transformative feature that centralizes tools, streamlines the work process and boosts productivity. By embedding external applications directly into the CRM, they eliminate platform switching, providing a seamless and efficient user experience. This customizable feature adapts to your unique business needs, whether it’s for sales, marketing, customer support, or project management. 

Scalable and flexible this feature grows with your business, enabling smooth integration of new tools. They foster collaboration, improve decision-making, and simplify daily operations. So are you ready to harness the full potential of web tabs? Connect with our Zoho experts today and discover how this feature can revolutionize your business operations.