Microsoft Dynamics 365 CRM + My Web Audit

Microsoft Dynamics 365 CRM + My Web Audit integrations

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.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Run AuditRuns a new audit.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and My Web Audit

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and My Web Audit

New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Audit Email Read
Triggers when the user reads the email the first time.
Trigger
Polling
Try It
Audit Report Read
Triggers when the user views the report the first time.
Trigger
Polling
Try It
Audit Widget Submission
Triggers when a user submits the audit widget form on your website.
Trigger
Polling
Try It
- Name
- Company Name
- Email
  Required
- Phone
- Template Token
- Website URL
  Required
- Primary Target Keyword
- Enable Competitive Analysis
  Required
- Competitor 1 Website URL
- Competitor 2 Website URL
- Automatically Run System Checks
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
- Name
- Email
- Phone
- Primary service area (City/State/Country)
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Primary Keyword
  Required
- Additional Keyword 1
- Additional Keyword 2
- Name
- Email
- Phone
- Primary Target Address
  Required
- Distance Between Grid Points
  Required
- Distance Type
  Required
- Competitor Company Name 1
  Required
- Competitor Website URL 1
  Required
- Competitor Primary Target Address 1
- Competitor Company Name 2
- Competitor Website URL 2
- Competitor Primary Target Address 2
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Primary Keyword
- Additional Keyword 1
- Additional Keyword 2
- Name
- Email
- Phone
- Primary Service Area
  Required
- Distance Between Grid Points
  Required
- Distance Type
  Required
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword Phrase
  Required
- Name
- Email
- Phone
- Primary Service Area
  Required
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
- Name
- Email
- Phone
- Monthly Website Visitors
  Required
- Monthly Leads Generated
  Required
- Qualified Leads (%)
  Required
- Successful Customers (%)
  Required
- Average Transaction Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
- Name
- Email
- Phone
- Primary service area (City/State/Country)
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
  Required
- Name
- Email
- Phone
- Primary Service Area (City/State/Country)
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Name
- Email
- Phone
- Average Monthly Website Visitors
  Required
- Monthly Sales Generated
  Required
- Average Sale Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
- Name
- Email
- Phone
- Primary Service Area (City/State/Country)
- Template Token
- Language
  Required
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- 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
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Add New Task
Triggers when a new To-Do task is added to your account.
Trigger
Polling
Try It
Audit Email Sent
Triggers when an email has been sent for the audit the first time.
Trigger
Polling
Try It
Audit Submission
Triggers when a new audit generated including the company profile.
Trigger
Polling
Try It
Lead Widget Submission
This trigger will be triggered when a lead widget submission occurs in your My Web Audit account.
Trigger
Polling
Try It
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword Phrase
- Name
- Email
- Phone
- Primary Service Area
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Landing Page URL
  Required
- Name
- Email
- Phone
- Location
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Primary Service Area
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
- Name
- Email
- Phone
- Average Monthly Website Visitors
  Required
- Number of Monthly Sales Generated
  Required
- Average Sale Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
  Required
Action
Write
- Company Name
  Required
- Keyword
  Required
- Name
- Email
- Phone
- Primary Service Area
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Name
- Email
- Phone
- Monthly Website Visitors
  Required
- Monthly Leads Generated
  Required
- Qualified Leads (%)
  Required
- Successful Customers (%)
  Required
- Average Transaction Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
- Language
  Required
Action
Write

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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About My Web Audit

My Web Audit is an audit and reporting tool to help agencies generate more leads and close more deals.

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Related Zap Templates

Create audits in My Web Audit for new contacts in Microsoft Dynamics 365 CRM

Update audits in My Web Audit when contacts are updated in Microsoft Dynamics 365 CRM