Microsoft Dynamics 365 CRM + My Web Audit
Create audits in My Web Audit for new leads in Microsoft Dynamics 365 CRM
Efficiently manage your leads by connecting Microsoft Dynamics 365 CRM with My Web Audit. With this workflow, when a new lead is added to your CRM, a thorough audit is executed in My Web Audit to provide insights into their requirements. This seamless integration keeps you organized and well-informed, allowing you to focus on delivering exceptional service to your prospective clients.
Efficiently manage your leads by connecting Microsoft Dynamics 365 CRM with My Web Audit. With this workflow, when a new lead is added to your CRM, a thorough audit is executed in My Web Audit to provide insights into their requirements. This seamless integration keeps you organized and well-informed, allowing you to focus on delivering exceptional service to your prospective clients.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Run AuditRuns a new audit.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Audit Email Read
Triggers when the user reads the email the first time.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAudit Report Read
Triggers when the user views the report the first time.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAudit Widget Submission
Triggers when a user submits the audit widget form on your website.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planName
Company Name
EmailRequired
Phone
Template Token
Website URLRequired
Primary Target Keyword
Enable Competitive AnalysisRequired
Competitor 1 Website URL
Competitor 2 Website URL
Automatically Run System Checks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Keyword
Name
Email
Phone
Primary service area (City/State/Country)
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Name
Email
Phone
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Primary KeywordRequired
Additional Keyword 1
Additional Keyword 2
Name
Email
Phone
Primary Target AddressRequired
Distance Between Grid PointsRequired
Distance TypeRequired
Competitor Company Name 1Required
Competitor Website URL 1Required
Competitor Primary Target Address 1
Competitor Company Name 2
Competitor Website URL 2
Competitor Primary Target Address 2
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Primary Keyword
Additional Keyword 1
Additional Keyword 2
Name
Email
Phone
Primary Service AreaRequired
Distance Between Grid PointsRequired
Distance TypeRequired
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Keyword PhraseRequired
Name
Email
Phone
Primary Service AreaRequired
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URL
Name
Email
Phone
Monthly Website VisitorsRequired
Monthly Leads GeneratedRequired
Qualified Leads (%)Required
Successful Customers (%)Required
Average Transaction Value ($)Required
Average Number of TransactionsRequired
Template TokenRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Keyword
Name
Email
Phone
Primary service area (City/State/Country)
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
KeywordRequired
Name
Email
Phone
Primary Service Area (City/State/Country)
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Name
Email
Phone
Average Monthly Website VisitorsRequired
Monthly Sales GeneratedRequired
Average Sale Value ($)Required
Average Number of TransactionsRequired
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Keyword
Name
Email
Phone
Primary Service Area (City/State/Country)
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAdd New Task
Triggers when a new To-Do task is added to your account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAudit Email Sent
Triggers when an email has been sent for the audit the first time.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAudit Submission
Triggers when a new audit generated including the company profile.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLead Widget Submission
This trigger will be triggered when a lead widget submission occurs in your My Web Audit account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany NameRequired
Website URLRequired
Name
Email
Phone
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Name
Email
Phone
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Name
Email
Phone
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Keyword Phrase
Name
Email
Phone
Primary Service Area
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Landing Page URLRequired
Name
Email
Phone
Location
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Name
Email
Phone
Primary Service Area
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URL
Name
Email
Phone
Average Monthly Website VisitorsRequired
Number of Monthly Sales GeneratedRequired
Average Sale Value ($)Required
Average Number of TransactionsRequired
Template TokenRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
KeywordRequired
Name
Email
Phone
Primary Service Area
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Name
Email
Phone
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Name
Email
Phone
Monthly Website VisitorsRequired
Monthly Leads GeneratedRequired
Qualified Leads (%)Required
Successful Customers (%)Required
Average Transaction Value ($)Required
Average Number of TransactionsRequired
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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